Article

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May 31, 2022 

The Risk and Rewards of Big Data

Every time you swipe your credit card, use a loyalty card at your favorite store, or purchase an item online, your data is being collected. The amount of data collected daily is enormous and is provides nothing of value unless it is properly analyzed ...

Mary Girsch-Bock

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May 17, 2022 

The Secure Act and the Growing Popularity of Roth Conversions

The SECURE Act is a significant change to the retirement landscape. One of the areas it especially impacted is Roth IRAs. So, what does this mean for you and your clients? And, how can you best navigate the changes given proposed tax law changes?

DEDUCTION on 1040 Magnifying Glass IMOBANNON 05092022

May 16, 2022 

Donating Your Andy Warhol? The Tax Implications

In May, 2022, Andy Warhol’s “Shot Sage Blue Marilyn” sold for a record $195 million, making the portrait of Marilyn Monroe the most expensive work by a U.S. artist ever sold at auction. The seller, the Thomas and Doris Ammann Foundation Zurich, is a ...

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May 12, 2022 

How Businesses Can Defend Against Payment Fraud

The remote work era brought on by the COVID-19 pandemic has made it even easier for criminals to execute payment fraud attacks. For most companies, it's become a matter of when they’ll face a fraud attack--not if.