Certified Public Accountants · Financial Planning & Investment Services
🖨 Print⏱ 5 min readAccording to the U.S. Small Business Administration and Project Equality, 60 percent of business owners plan to cash out of the business in the next 10 years. For the baby boomer generation, it’s especially important as they contemplate retirement, with this generation reportedly owning 2.3 million […]
🖨 Print⏱ 4 min readTaking over your aging parents’ finances is not easy. But it’s something that can be handled in an organized, compassionate way. Here’s a roadmap that shows how to embrace it and do the right things for everyone involved. Start the conversation early. Right now, your parents […]
🖨 Print⏱ 4 min readMetaverse has become a buzzword with much debate on its potential implications once it is fully realized. As far as businesses are concerned, the metaverse presents new opportunities and challenges, especially for marketing, branding and communication professionals. Understanding Metaverse Metaverse became a hot topic thanks to […]
HR 2497,HR 4445,HR 3076,HR 2074,S 2551,S 2538
🖨 Print⏱ 5 min readAccording to the U.S. Chamber of Commerce, the level of usage and data swirling around the internet is expanding at an accelerating pace. The amount of data on the internet globally during 2020 amounted to 3 trillion gigabytes; and 2022’s traffic is expected to increase to […]
🖨 Print⏱ 4 min readThe taxation of legal settlements and fees is a complex topic. While the mechanics to make a proper claim are now easier, the rules are still complex. Below we look at six rules to consider when it comes to the taxation of legal settlements and the […]
All of us at Lori’s Truth want to express our sincere thanks and gratitude to all our clients, family, friends and community partners for your incredible support and kindness and for your amazing generosity. You made the 2022 Tree Burning Festival a great success! We are particularly so grateful […]
We are very excited to announce that our Lori’s Truth 2022 Annual Tree Burning Gathering is back on once again! Lori’s Truth is the organization that we formed to honor Kelly & Dan’s sister, Lori Galvin, who we lost to the rare illness Amyloidosis five years ago. We are celebrating […]
🖨 Print⏱ 4 min readCertifications are not a new thing in the accounting industry. However, with new technology trends, accounting departments are faced with the challenge of taking courses in technology in order to carry out their tasks. Many businesses are ditching desktop-based accounting software and turning to cloud-based software. […]
John R. Lewis Act