4/3/2025 - By Bonnie Hubmann, CAFP, CAMS
Regulation CC mandates periodic adjustments to the minimum dollar amount of funds that must be made available from deposits into transaction accounts, reflecting cost of living changes. These adjustments occur every five years, starting in 2020. The next increase will take effect on July 1, 2025, raising next-day availability from $225 to $275, and second business day availability from $5,300 to $6,450. Unless an exception hold is applied, $6,725 must be made available by the second business day.
3/25/2025 - By Wes Crill, Senior Client Solution Director and VP & Kevin Green, Head of Investment Solutions Analytics and VP (Dimensional Fund Advisors)
One of the focal points following the presidential election is the potential for an increase in tariffs applied to goods produced outside the US. Many investors have wondered what this could mean for markets. To read more...
3/25/2025 - By Julie Edwards, CPA and David Uslan, CPA
Estate planning is filled with an abundance of acronyms and terms that can be quite perplexing at first glance, but with a bit of guidance and explanation, they can become much more manageable. Understanding these acronyms is crucial for navigating the intricacies of estate planning as well as making well-informed decisions. Since the process can be quite complex, it’s helpful to have all the definitions in one accessible place.
3/24/2025 - By Cade Crawford
For all Tennessee providers participating in the TennCare program, the submission deadline for the Capital Improvement Request Form is March 31, 2025. Any requests submitted and approved during this submission window will take effect during the July 1, 2025 rate period.
3/24/2025 - By Celia Nofsinger
As we wrap up a busy March and move through the excitement of busy season, let's take a moment to celebrate recent achievements both within and outside our firm. These accomplishments showcase the hard work and dedication of our teams.