Have you heard about the Visa-Mastercard proposed swipe settlement that was reported this week? Fortune and the AP’s Ken Sweet provide a heads-up with the details to keep us informed as individuals and businesses. Visa and Mastercard have proposed a settlement in their long-running legal dispute with merchants and retailers over how much they charge […]
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As we celebrate Small Business Month in May, it’s the perfect time to recognize the immense contributions that small businesses make to our nation’s economy and communities. Small businesses represent the entrepreneurial spirit that has long defined the American dream, from neighborhood coffee shops to home-based businesses. This is a time to shine a light
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Here we are—the last Sunday of 2024! There were two news items that broke this week to be aware of. I have a quick update today about the BOI reporting I wrote about weeks back. This week, there was an important update to the BOI reporting information: a court decision to lift the pause for
Image by kalhh from Pixabay Beneficial Ownership Information (BOI) reporting took effect January 1, 2024. This has been a topic of interest over the past month during meetings I’ve attended. News update, as of December 3rd the U.S. District Court for the Eastern District of Texas granted a nationwide preliminary injunction blocking enforcement of the
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What in the heck does “fund” a Trust even mean? When I first heard this term years back it confused me. Let me attempt to describe this in layperson terms 🌞 FYI, there are times when having a trust can give you a false sense of security. Having a trust is one thing, funding a
September is here! There are 121 days from September 1st and December 31st – where has the year gone?! September transitions us from summer to autumn. September is also National Preparedness month. Here are some important highlights for you to be prepared! ready.gov/september National Preparedness Month The 2023 Ready Campaign’s theme this year is “Take
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Know your numbers is a saying we hear often! Personal finances and business finances are what keep the wheels turning day in and day out 😉 This Advisory Perspective Series post is for anyone and everyone who keeps books and especially for those using QuickBooks Online! It is a pleasure to feature Debbi Allison, the
Open enrollment for 2023 is coming up before you know it! Healthcare coverage is a hot topic across the country. Begin planning now to ensure a smooth process for everyone. For businesses, this is the time for your budgeting and discussions with benefits providers about healthcare and other benefits for your employees. For employees, seek
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Cyber Guidance for Small Businesses these days is so important! You’ve seen me reference cyber issues frequently here. This week there was an update provided by CISA (Cybersecurity & Infrastructure Agency) I want to share. For those who don’t know me, contingency planning is my thing! When it’s time for you to focus on practical
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In the fall of 2021, the FTC issued a new policy statement pertaining to subscription offers, automatic renewals and negative option marketing. This seems to have fallen “under the radar” and I want to make sure you are aware! Automatic Renewals Automatic renewals and subscription models are used throughout the US in daily life. You
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