Anyone who has moved retirement money out of an old employer's plan knows how frustrating it can be. Every administrator has their own forms. Timelines are all over the place. Paper checks show up weeks later…
Welcome to Mayer Portman & Peter LLP Certified Public Accountants
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What can we do for you?
Accounting/ Financial Services
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Wealth Management
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Business Valuation Services
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Tax Service
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Dynamic Posts
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…
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…
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…
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…
Continuing Appropriations and Extensions Act, 2027 (HR 6500) – This appropriations bill was finalized and passed…
