Everything You Need To Know About Personal Finance Fits on an Index Card

Harold A. Pollack, a professor at the University of Chicago, stated in a blog post that the essentials of personal finance fit on a 4×6-index card. When asked by his readers to demonstrate, Professor Pollack took one of his daughter’s index cards, wrote out his ideas, and posted these tips for the world to see: […]

Plan, Plan, Plan: 10 Ways to Prepare for Retirement

As we go through life, countless events and happenings can be considered unpredictable, not excluding your finances. As a result, developing a plan you feel comfortable with that results in a course of action, is essential to deal with retirement and its potential ups and downs. According to this article, there are ten tips you […]

How to Create Your Best Holiday Budget

With the start of this year’s Holiday season it is important to consider, create and stick to your budget before fully embracing the holiday spirit. Creating a financial plan for the Holidays is essential to not overspending and staying on track with the many distractions and temptations out there. A simple gift guide however, is […]

MSI Global Alliance’s 24th Annual International Conference

RotenbergMeril partners Neal Rotenberg, Larry Meril, and Tony Torchia with over 150 delegates from more than 30 countries at the MSI Global Alliance’s 24th Annual International Conference in Munich, Germany!

Helpful Year-End Tax Planning Tips

Year-End Tax Planning Tips for Individuals and Business Owners Several important tax provisions affecting individuals and businesses are slated to expire at the end of this year. While a budget conference is underway between the House and Senate, we cannot predict if any agreement resulting from such negotiations will extend any expiring tax provisions. Because […]

RSVP Today for the Loscalzo FASB Update Seminar

Designed for accounting professionals and business owners, this free 1-day course will keep you on top of current changes to recently issued standards. The program will focus on: Relevant accounting standards, updates to the FASB codification issued in 2012 and 2013, accounting issues in the current economic environment, FASB/IASB joint projects, financial reporting framework for […]

IRS Launches Fast Track Settlement to Speed up Tax Dispute Timeline

Until now, tax audit issues could take months or years to resolve, however the IRS made great strides last week to solve this problem by introducing the Fast Track Settlement (FTS) system. The FTS program will speed up these cases to get fixed in sixty days or less from the application submit date. Still wary […]

IRS Tips to Avoid Falling Victim to Phone Scam

Recently, taxpayers throughout the US have been receiving calls from individuals impersonating the IRS and demanding money they “owe”. These scammers have even taken it so far to threaten arrest, the suspension of their driver’s license or deportation to get the money they are asking for. The IRS offers these characteristics to keep note of, […]

Don’t Miss Out! Register for the Free 2013 Loscalzo FASB Update Seminar

Designed for accounting professionals and business owners, this free 1-day course will keep you on top of current changes to recently issued standards. The program will focus on: Relevant accounting standards, updates to the FASB codification issued in 2012 and 2013, accounting issues in the current economic environment, FASB/IASB joint projects, financial reporting framework for […]

Government Shutdown Pushes Back 2014 Tax-Filing Start Date

The start of the 2014 tax-filing season was planned begin January 21, 2014 – however because of the recent government shutdown, the date will be postponed roughly one to two weeks later. Keep in mind that while the start date of tax filing has been delayed to allow the IRS to make up for the […]