Tax-Exempt Organizations and the IRS: FY25 Audit and Penalty Increase and How to Prepare
The old adage “the best defense is a good offense” applies equally to football games and IRS tax-exempt audits. ... Read More
Real Products in 2026? – AI and Application Progress – What We See, and How You Can Get There
Understanding what the client wants is the beginning of advisory. Advisory is quite different from what the client would expect ... Read More
Social Security’s New COLA Prediction is Out and It’s More of the Same for Retirees
Inflation-weary retirees won’t see much relief in the latest projections regarding next year’s Social Security increase. ... Read More
Social Security Rolls Out 2 Major Changes
Two major administrative changes—both aimed at improving customer service and satisfaction—were announced recently by the Social Security Administration. ... Read More