Read About - One Big Beautiful Bill and Exempt OrganizationsAugust 19, 2025
What does the passage of the One Big Beautiful Bill Act (OBBBA) mean for your organization
Read More »August 18, 2025
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Market conditions can shift quickly, and the right mix of investments can make the difference between stability and uncertainty
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Read About - SB 167: California’s Shift in Oil and Gas TaxationAugust 12, 2025
Senate Bill 167, signed into law on June 27, 2024, dramatically reshapes California's oil and gas tax landscape, implementing stringent new provisions for the industry
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Read About - Top 5 Cyber Threats: Small to Mid-Sized CompaniesAugust 8, 2025
Small to mid-sized businesses face an unprecedented wave of cyber threats that can cripple operations, drain finances, and destroy customer trust within minutes
Read More »August 7, 2025
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Holistic financial planning is about more than just investments
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Read About - Changes to Energy Tax Credits and Incentives Under the OBBBAAugust 7, 2025
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduces targeted modifications and clarifications to the clean energy incentive landscape in America
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Read About - One Big Beautiful Bill: What You Need to KnowJuly 24, 2025
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President Trump signed the federal budget reconciliation act, known as the One Big Beautiful Bill (OBBB), into law on July 4, 2025, marking the most significant fiscal policy shift in recent American history
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Read About - Tariffs and M&A Trends Part 1: Why Companies Acquire to Avoid Trade BarriersJuly 22, 2025
Trade barriers reshape corporate strategy faster than any other economic force, driving unprecedented merger and acquisition activity across global markets
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Read About - The Impact of Crypto Asset Reporting on Nonprofit Organizations and BusinessesJuly 10, 2025
Overview
In December 2023, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2023-08, Intangibles—Goodwill and Other—Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets." This new ASU introduced significant changes to how crypto assets are accounted for under U.S
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Read About - IRS Business Tax Account System Online ToolJuly 8, 2025
The IRS has significantly expanded its Business Tax Account (BTA) online tool, transforming how businesses interact with federal tax services
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Read About - Congress Passes One Big, Beautiful Bill Act
Read About - LOI and Purchase Agreement Strategies Every CFO Should KnowJune 25, 2025
Business acquisitions represent pivotal moments for any company, demanding meticulous financial oversight and strategic foresight
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