Several adjustments to Social Security are scheduled to take effect in 2026. These changes affect current beneficiaries as well as individuals who have not yet begun collecting benefits. The 2026 updates to…
Don’t Leave Your Retirement Savings Behind: How to Track Down Lost 401(k)s
More than $2.1 trillion sits in forgotten or left-behind 401(k) accounts, according to a September 2024 report from Capitalize and the Center for Retirement Research at Boston College. That’s up from about…
FASB issues standard on derivatives scope refinements
The Financial Accounting Standards Board (FASB) published an Accounting Standards Update (ASU) that addresses stakeholders’ concerns about (1) the application of derivative accounting to contracts with features based on the operations or activities of…
Summary of Tax Provisions in the One Big Beautiful Bill for the Working Class and Seniors
On July 4, 2025, the One Big Beautiful Bill Act (Public Law 119-21) was signed into law. It introduces several temporary tax deductions effective for tax years 2025 through 2028, aimed at…
SEC Withdraws 14 Rulemaking Proposals from Prior Administration
On June 12, 2025, the Securities and Exchange Commission (SEC) formally withdrew 14 proposed rulemakings introduced under the prior administration. The move leaves only two items remaining in the “final rule” stage…
Why Family Trusts Matter: Planning Your Legacy with Clarity and Control
As wealth transfers between generations at unprecedented levels, more families are turning to family trusts to manage inheritance, reduce conflict, and protect assets. Whether you’re leaving behind a modest estate or a…
Abolishing the PCAOB? Why This Matters More Than You Think
The potential dismantling of the Public Company Accounting Oversight Board (PCAOB) may not dominate headlines, but its implications are far-reaching. Created in the wake of historic accounting scandals, the PCAOB has played…
Why SPACs May Be Poised for a Comeback
They rose fast, fell hard—and now they’re quietly returning. What’s fueling a SPAC revival? SPACs—Special Purpose Acquisition Companies—were once Wall Street’s favorite shortcut to the public markets. After a sharp rise and…
What the SEC’s Latest Statement Means for Meme Coin Enthusiasts
The U.S. SEC’s Division of Corporation Finance has issued a statement clarifying that meme coins do not constitute securities under federal securities laws. Meme coins, inspired by internet culture and trends, are…
SEC Acting Chairman Questions Climate Disclosure Rules, Calls for Review
The U.S. Securities and Exchange Commission (SEC) is reconsidering its climate-related disclosure rule, which was adopted in March 2024 but has since faced legal challenges. Acting SEC Chairman Mark T. Uyeda has…
DeepSeek: A New Player in the AI Revolution
Artificial intelligence has become an integral part of our daily lives, but the industry is dominated by a handful of tech giants. That is, until now. Enter DeepSeek, a Chinese AI company…
The Social Security Fairness Act: What It Means for You and Your Benefits
The Social Security Fairness Act has been signed into law, bringing important changes to millions of retired public workers across the country. If you’ve worked in a government job or rely on…
Top 2-Year Degrees and Technical Programs for a High-Paying Career & Work-Life Balance
As the cost of a traditional four-year college continues to rise, college-bound students are rethinking their options. The good news? You don’t need a four-year degree to land a well-paying job. In…
Crypto Confusion? Let’s Set the Record Straight on Stablecoins, Digital Assets, and Crypto!
The world of digital finance is buzzing with terms like stablecoins, digital assets, and cryptocurrency—but what exactly do they mean, and how do they differ? If you’ve ever found yourself scratching your…