đź–¨ Print⏱ 4 min readFor two decades, enterprise software has been built around a simple assumption: people log into multiple applications to retrieve information, make decisions, and complete work. A CRM, a project tracker, a business intelligence dashboard, a support ticketing system, and more. All this is because these applications operate in isolation. There is a shift whose intention is not eliminating SaaS applications. It’s about eliminating the need to constantly switch between them. Why Dashboards Existed Dashboards were built because software couldn’t interpret business intent. Humans had to retrieve, interpret charts, and decide what to do next. While dashboards were designed for human navigation,Read More →

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đź–¨ Print⏱ 3 min readSunshine Protection Act of 2025 (HR 139) – The purpose of this legislation is to make daylight savings time (DST) permanent for most of the country. States and territories presently exempt from DST may choose the standard time for those areas. This latest version of the bill was introduced by Rep. Vern Buchanan (R-FL) on Jan. 3, 2025. The Act passed in the House on July 14 and faces a mix of cross-aisle opposition and support in the Senate. Lulu’s Law (S 1003) – Introduced on March 12, 2025, by Sen. Katie Britt (R-AL), this Act authorizes the Federal Communications CommissionRead More →

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đź–¨ Print⏱ 3 min readWith 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 financial statements. Defining Bolt-On Acquisitions This process is often used by private equity companies and occurs when a bigger business acquires a smaller company, providing investors with synergistic performance. This happens because the smaller company gives the bigger company a faster edge through complementary services, products or geographical advantages without having to do research and development from scratch. It also provides the acquiring business with new market access, further increasing the value of an acquisitionRead More →

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đź–¨ Print⏱ 3 min readThis accounting and tax method refers to a treatment used by the Internal Revenue Service (IRS) to obtain tax remittances on sales of depreciated property. Understanding how it works is essential for filers to make the most of it. Required Conditions As property depreciates, its value declines. When depreciated assets are sold, it’s able to be filed as ordinary income as long as the transaction’s price is above the property’s adjusted cost basis. The gap between the sales price and its adjusted cost basis must be filed as a component of the individual’s ordinary income. Defining Adjusted Cost Basis Adjusted CostRead More →

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đź–¨ Print⏱ 4 min readThe cost of streaming subscriptions is on the rise, and you have to ask: Are they really worth it? Especially when it’s summer, and you’re taking advantage of the beautiful weather. Here are some ways to entertain yourself, friends and the fam that are either no- or low-cost – and might be better than binging on yet another series. Have ‘Zero Dollar’ days. Set aside one or two days a week where you don’t spend a cent. Make your lunch the day before. Cook dinner at home, and then end the day with a walk at a nearby park. Plant aRead More →

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đź–¨ Print⏱ 3 min readSecure America Act (S 2) – The Secure America Act is a federal budget reconciliation bill that funds homeland security. It was introduced by Sen. Lindsay Graham (R-SC) on May 20. The bill allocates $22.6 billion to Customs and Border Protection; $3.5 billion for border security technology improvements; $38.5 billion to Immigration and Customs Enforcement (ICE); and $5 billion to the Department of Homeland Security. The act was passed in the Senate on June 5, in the House on June 9, and was signed into law by the president on June 10. Investing in All of America Act of 2025 (HRRead More →

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đź–¨ Print⏱ 4 min readPicture two heating-and-cooling companies at opposite ends of the same town. Same revenue, same trucks, same crew. The first one runs on its owner, a guy who spent 20 years building a name, and people call the office because they want him on the roof. The second runs on a brand, a dispatch system, and a phone number folks have had memorized since the ’90s. On paper, the two look like twins. But put them up for sale, and they fetch very different prices – and the reason is goodwill, the chunk of value that has nothing to do with theRead More →

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Retirement planning starts with retirement spending. Ideally, retirees are mortgage free and relatively debt free before they leave the working life behind. In retirement, a key strategy is to maintain low monthly staple…Read More →

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đź–¨ Print⏱ 3 min readHorizontal Analysis provides businesses a method to examine financial statement entries by looking at the documents’ number for a specific accounting time frame compared to the same length of a historical period for the same accounting line item. Breaking the Process Down It’s a way to measure trends and variances by looking at the current year’s values versus the reference year. This helps an analyst figure out if the values increase or decrease. It’s either done on an absolute value or a percentage change basis. The analysis provides a company’s growth and financial position against competitors. This method is different comparedRead More →

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