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Newsletter
Articles for March, 2026
Tax and Financial News
Filing Your 2025 Taxes? Why Accuracy Matters More Than Ever This Year
March, 2026
Tax season is here, and while the IRS opened its doors for 2025 returns on Jan. 26, with the familiar April 15 deadline intact, this year's filing experience is shaping up to be anything but routine. A perfect storm of workforce cuts, rushed...
General Business News
Understanding Qualifying Dispositions
March, 2026
With 57 percent of public companies offering their workers employee stock purchase plans (ESPPs), according to the National Association of Stock Plan Professionals (NASPP), understanding how qualifying dispositions work is an essential...
Accounting News
Understanding Hidden Values
March, 2026
Companies that have assets on their balance sheet, but the values of those assets aren't accurately reflected are considered to have hidden value. As part of an investor's fundamental analysis of a potential investment, it looks...
Financial Planning
The Value of Diversifying with International Stocks
March, 2026
When investors think about building a strong equity portfolio, U.S. stocks often dominate the conversation. The United States is home to many of the world’s most innovative, profitable and well-known companies, and has a history of delivering...
What's New in Technology
Cloud Sovereignty vs. Big Tech: How Businesses Are Avoiding the 'AI Lock-in' Trap in 2026
March, 2026
Artificial intelligence (AI) is no longer a competitive advantage; it has become a necessary infrastructure. Businesses now heavily rely on AI-powered systems, from automated customer service to predictive analytics and decision-making tools. These...
Guest Post of the Month
What Your Tax Preparer Wishes You Already Knew
March 2026
Most people approach tax season thinking about one thing: getting their return done. What they rarely think about is what the experience looks like from the other side of the desk. Having seen it from both angles,...
Tip of the Month
5 Tax Tips for High Earners
March, 2026
If you’re a high-income earner, generally defined as household incomes over $350,000, there are some key things you might want to keep in mind come tax season. Here are a few of the strategies to consider...
Congress at Work
Burying Time Capsules, Ending Payments to Dead People, and Safeguarding Voting Rights for U.S. Citizens
March, 2026
Disapproving the action of the District of Columbia Council in approving the DC Income and Franchise Tax Conformity and Revision Temporary Amendment Act of 2025 (HJRes 142) – After passage of the One Big Beautiful...