Our Thoughts On Archive

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Pell Grant Program Facing Shortfall

How can potential funding shortfalls of the Pell Grant program impact undergraduate students? The Pell…

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Investment Corner with Jason & Sean: The Last Mile of the Inflation Race May Be the Hardest

In June of 2022, the U.S. recorded a year-over-year inflation reading of 9.1%, an inflation…

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Financial Planning for Blended Families

40 percent of families in the U. S. are blended with at least one partner…

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Administration’s 2025 Revenue Proposals – Potential Changes for Private Foundations

On March 11, 2024, the U.S. Department of the Treasury released the “General Explanations of…

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Building Innovation: Navigating the Terrain of R&D Tax Credits for Real Estate Developers

Although it might not be obvious, the R&D tax credit can benefit taxpayers in a…

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Auto Industry Value and Economic Indicators

The automotive industry typically performs well when consumer confidence is high and when interest rates…

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$1 Billion a Day: Unpacking the Financial Aftershock of the Change Healthcare Cyber-Attack

The fallout of the recent cyber-attack on UnitedHealth’s Change Healthcare is only getting worse, with…

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Proposed American Families and Workers Act of 2024 Legislation – Status Update

The Tax Relief for American Families and Workers Act (the Act) has been in the…

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Corporate Transparency Act Held Unconstitutional – Higher Courts Will Likely Have an Opinion

Following a suit brought by the National Small Business Association (and small business owner Isaac…

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HMDA: Common 2022 Violations and How Community Banks Can Address Them

The Federal Reserve recently provided its top consumer violations in 2022 for State Member Banks,…

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