Norman Marks

APRIL 5, 2022

The latest headline topic for internal auditors seems to be Environmental, Social, and Corporate Governance (ESG). For background, I refer you to a sensible piece by Richard Chambers. SEC Climate Disclosure Proposal May Be the Next SOX for Internal Audit summarizes in a clear and concise way (thank you, Richard) the SEC’s proposed climate-related disclosure […].

Government 66

Government 66

Tobias Financial

APRIL 5, 2022

Are you considering a Roth Conversion? If so, you may want to act when the stock market drops. Recently, our CEO Marianela Collado was quoted on CNBC sharing what to consider regarding the potential upfront costs. “If you’re willing to pay upfront taxes on a Roth conversion, you may project how many years it will take to break even.”. To learn more, click here: [link].

Marketing 52

Marketing Marketing Taxes Retirement Planning 52

Your Richest Life

APRIL 5, 2022

If you’ve already filed your taxes and received your refund, you might already be thinking of ways to use that refund. Save it? Pay down debt? Book a summer trip? All of the above could be the right answer depending on your situation. Here are some tips for putting that money to the best possible use in 2022: Avoid impulse tax refund spending. If you received a tax refund, then you might already be imagining different ways to spend it.

Taxes 52

Taxes Budgeting Accounting Fee Only 52

Ron A. Rhodes

APRIL 5, 2022

From ARGI’s Monthly Economic Update, April 2022 Executive Summary: Price Increases Abound; Federal Reserve Likely to Raise Fed Funds Rate to Above-Neutral Policy Levels; Some Relief Likely in Late 2022…

Economics 40

Economics Economy Planning Investing 40

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Accounting