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Day: October 1, 2026

Rolling Over Your 401(k) Just Got Less Painful – Here’s What the IRS Changed

Anyone who has moved retirement money out of an old employer’s plan knows how frustrating it can be. Every administrator has their own forms. Timelines are all over the place. Paper checks show up weeks later…

Author Service2ClientPosted on October 1, 2026Categories Blog, Tax and Financial NewsLeave a comment on Rolling Over Your 401(k) Just Got Less Painful – Here’s What the IRS Changed

Valuation Reserve Requirements

According to FitchRatings, over the past 12 months ending August 2026, there were 109 defaults by 89 entities, compared to the same period ending July 2026 where 83 entities saw 105 defaults. With businesses (especially life insurers) exposed to asset…

Author Service2ClientPosted on October 1, 2026Categories Blog, General Business NewsLeave a comment on Valuation Reserve Requirements

Heirless Estate Planning

The purpose of estate planning is to distribute your assets to heirs in a formal, legal process. If you do not have any heirs to speak of, you might not feel the need to do this. However, your assets will go somewhere, so you may…

Author Service2ClientPosted on October 1, 2026Categories Blog, Financial PlanningLeave a comment on Heirless Estate Planning

How to Save Energy This Fall

Temps are dropping, the leaves are turning and you know what that means: Fall is here, which is the best time to prepare your house for the chill that follows. But we all know that keeping warm takes energy and, yes, is costly. Here are…

Author Service2ClientPosted on October 1, 2026Categories Blog, Tip of the MonthLeave a comment on How to Save Energy This Fall

AI-Powered Corporate Fraud: What Business Leaders Need to Know

For years, corporate fraud was limited by the costs, expertise and resources required to carry out a convincing deception. Artificial intelligence (AI) has changed this…

Author Service2ClientPosted on October 1, 2026Categories Blog, What's New in TechnologyLeave a comment on AI-Powered Corporate Fraud: What Business Leaders Need to Know

Pre-Election Focus on Russian/Iran Sanctions, AI Utility Bills, Crypto Regulation and Nondiscriminatory FEMA Assistance

Continuing Appropriations and Extensions Act, 2027 (HR 6500) – This appropriations bill was finalized and passed…

Author Service2ClientPosted on October 1, 2026Categories Blog, Congress at WorkLeave a comment on Pre-Election Focus on Russian/Iran Sanctions, AI Utility Bills, Crypto Regulation and Nondiscriminatory FEMA Assistance
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Recent Posts

  • Rolling Over Your 401(k) Just Got Less Painful – Here’s What the IRS Changed
  • Valuation Reserve Requirements
  • Heirless Estate Planning
  • How to Save Energy This Fall
  • AI-Powered Corporate Fraud: What Business Leaders Need to Know

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    • Rolling Over Your 401(k) Just Got Less Painful – Here’s What the IRS Changed
    • Valuation Reserve Requirements
    • Heirless Estate Planning
    • How to Save Energy This Fall
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    • Pre-Election Focus on Russian/Iran Sanctions, AI Utility Bills, Crypto Regulation and Nondiscriminatory FEMA Assistance

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