Blog

• The Shift to Agentic AI: Why Multi-Step Automation Is Replacing Basic Chatbots (and How to Prepare Your Business)

  Posted Date November 1, 2026 Posted Time 12:00 am Published in Service2Client

  When a customer asks about a delayed order, a traditional chatbot provides a tracking link or explains the shipping policy. This offers a fast response. However, a human employee still has to log into the inventory management…

• 2026 Tax Brackets, Standard Deductions and More

  Posted Date November 1, 2026 Posted Time 12:00 am Published in Service2Client

  The tax brackets below apply to income earned during the 2026 calendar year. This is the income you report on the tax return due April 15, 2027 (or Oct. 15 with an extension). These are the final, official figures. The…

• Required Minimum Distribution Tactics

  Posted Date November 1, 2026 Posted Time 12:00 am Published in Service2Client

  At age 73, investors must begin taking distributions from tax-deferred retirement accounts, even if still working. One exception: many workplace plans let you delay RMDs…

• 7 Grocery Hacks to Lower Your Costs

  Posted Date November 1, 2026 Posted Time 12:00 am Published in Service2Client

  These days, it seems like prices are going up, especially at the grocery story. In fact, the all-item Consumer Price Index (CPI), a measure of economy-wide inflation, claimed food prices in September 2026 were 2.5 percent…

• Making the Most of the Q Ratio

  Posted Date November 1, 2026 Posted Time 12:00 am Published in Service2Client

  Be it an internal or external valuation, there's a bevy of options to value a business with ratios. Examples include price-to-earnings, price-to-sales or EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization).

• Cracking Down on Identity Theft and Dating App Scams, Strengthening Emergency Alerts, Law Enforcement and College Sports

  Posted Date November 1, 2026 Posted Time 12:00 am Published in Service2Client

  Improving Social Security’s Service to Victims of Identity Theft Act (HR 5345) – The purpose of this legislation is to provide a single point of contact at the Social Security Administration…

• How to Save Energy This Fall

  Posted Date October 1, 2026 Posted Time 12:00 am Published in Service2Client

  Temps are dropping, the leaves are turning and you know what that means: Fall is here, which is the best time to prepare your house for the chill that follows. But we all know that keeping warm takes energy and, yes, is costly. Here are…

• Heirless Estate Planning

  Posted Date October 1, 2026 Posted Time 12:00 am Published in Service2Client

  The purpose of estate planning is to distribute your assets to heirs in a formal, legal process. If you do not have any heirs to speak of, you might not feel the need to do this. However, your assets will go somewhere, so you may…

• AI-Powered Corporate Fraud: What Business Leaders Need to Know

  Posted Date October 1, 2026 Posted Time 12:00 am Published in Service2Client

  For years, corporate fraud was limited by the costs, expertise and resources required to carry out a convincing deception. Artificial intelligence (AI) has changed this…

• Valuation Reserve Requirements

  Posted Date October 1, 2026 Posted Time 12:00 am Published in Service2Client

  According to FitchRatings, over the past 12 months ending August 2026, there were 109 defaults by 89 entities, compared to the same period ending July 2026 where 83 entities saw 105 defaults. With businesses (especially life insurers) exposed to asset…