New Trump Account Updates

Picture two couples, each with a baby born this year, each routing $2,500 of salary into that child’s Trump Account through an employer’s payroll system. One couple sits in the 35% bracket. The other, at roughly $65,000…

Travel Companions: How to Share Expenses

No matter how well you know someone, you usually learn a lot more once you’ve traveled with them. We are all different in this activity, from people who prefer aisle seats over window seats, to Airbnb renters or hotel…

Understanding the Exchange Ratio

With more than $57 trillion in mergers and acquisitions, according to the Institute for Mergers, Acquisitions & Alliances, understanding…

How to Account for Bolt-On Acquisitions

With over $4 trillion in merger and acquisition transactions happening in 2025, understanding the necessary accounting considerations is essential to see how tax professionals can navigate…

Ready to Set Your Q4 Financial Goals?

Surprising at it may seem, Q4 is at your doorstep, knocking and asking for attention. What’s more, it’s that time of year when everything starts getting busy: kids go back to school, football starts…