Understanding The Q Ratio

November 1, 2025 | 0 views

When it comes to evaluating a business, there are many ways to perform a valuation. One way to do so is to use the Q Ratio. Known as Tobin's Q Ratio or simply the Q Ratio, this method looks at...

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New Rules for Inherited Traditional IRA Distributions

November 1, 2025 | 0 views

The rules for IRAs inherited after 2020 changed when Congress passed the Secure Act in 2019. The new rules eliminated the opportunity for non-spousal beneficiaries to “stretch” inherited IRA earnings over their own lifetime. Up until this year, required minimum...

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Get a Jump on Holiday Shopping: Key November Dates

November 1, 2025 | 0 views

For some of us, last-minute holiday shopping is just what we do. That said, it’s probably never fun, and two things invariably seem to happen: The gifts you want aren’t available, and you end up paying too much. That’s why...

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Controversial Defense Funding Bill, Shoring Up ESOP Plans, and Leave Benefits for Public Health Personnel

November 1, 2025 | 0 views

National Defense Authorization Act for Fiscal Year 2026 (S 2296) – Introduced by Sen. Roger Wicker (R-MS) on July 15, the Senate passed this legislation on Oct. 9. The bill is a carve-out of the 2026 budget bill intended to...

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Initial Look at the New Tax Form Schedule 1-A: Four Key Deductions for 2025

October 1, 2025 | 0 views

The IRS has released draft Schedule 1-A, introducing four new temporary deductions within the One Big Beautiful Bill Act. If you are wondering what the new form looks like and how the calculations work, read on as we explore each...

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