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Improving your cash flow
Cash flow management is critical for any business or organization, especially those in growth mode. If your business has ongoing cash flow issues or if you suddenly find yourself short of cash, there are steps you can take to assess and improve the situation.
Unlocking Opportunities in a Shifting Economy
Economic upheaval doesn’t just bring challenges - it opens the door for businesses that are willing to adapt. Now is the time to rethink your operations and uncover new opportunities for growth.
When a Growing Business Needs More Than a Bookkeeper
Has your business outgrown basic bookkeeping? If you’re facing bigger decisions, more complexity, or uncertainty about your financial future, it may be time to consider whether you need more strategic financial support than a bookkeeper can provide.
Fed maintains rates but signals risk of stagflation
The Federal Open Market Committee held its policy rate steady in a range between 4.25% and 4.5% on Wednesday. But the Fed updated its policy statement in which it highlighted the risk of stagflation because of the significant shift in U.S. trade policy.
Avoid tax surprises: set up proper withholding now
Think your tax refund is just "extra money"? It might actually be a sign that your withholding is off, and that the IRS has been holding your money all year. This quick read breaks down how to fix that now, so you’re not stuck with a surprise bill (or a missed opportunity) next April.
How to protect your retirement accounts during market volatility
Market swings can be unsettling, but they don’t have to weaken your retirement plan. Learn how a strategic blend of short-, mid-, and long-term investments, plus flexible withdrawal methods, can build financial resilience.
Tariffs and trade wars: how businesses can adapt and manage costs
Explore how global tariffs and trade changes can impact your business and learn strategies for successful adaptation. Discover practical tips on cost management in our latest article.
IRS priorities may be shifting under new administration
IRS enforcement priorities are shifting, and the ripple effects could impact everything from high-income audits to payroll tax compliance. With workforce changes, funding rollbacks, and new leadership shaping the agency’s direction, taxpayers and advisors alike should be paying close attention. Read the full article to understand what’s changing—and what it could mean for your compliance strategy.
Market Minute: Dollar tumbles as investors exit U.S. assets
A loss of credibility and confidence in the policy to disrupt patterns of trade has spread from domestic financial investors to global fiscal and monetary authorities that appear to be selling Treasury securities and dollars.
CTA update: major change to BOI reporting requirements in interim final rule
U.S.-formed businesses are now exempt from beneficial ownership reporting under a new FinCEN rule. This change significantly reduces the compliance burden for many companies. Read the full article to see what’s changed, who still needs to report, and what steps (if any) you need to take.
How to optimize your business interest deductions
Discover how optimizing interest expense deductions under IRC §163(j) can significantly impact your business's cash flow and financial planning. From legislative changes brought by the TCJA and CARES Act to strategies for maximizing deductions, this article explores the complexities and opportunities within this evolving tax landscape. Stay ahead with insights into managing debt structures and preparing for future regulatory shifts.
Financial Blind Spots at Each Stage of the Business Lifecycle
Every stage of the business lifecycle comes with hidden financial risks—and most aren’t where you’d expect them. From early cash flow traps to overlooked succession planning, it’s easy to miss the warning signs until they’ve already impacted your bottom line. In this video, we break down the most common blind spots—and how to stay ahead of them.
Family Loans and Gifts: Avoiding a Tax Headache
When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.
AICPA exposes drafts on attestation reviews, confirmations, strategy
The proposals cover reporting on attestation reviews, confirmation procedures and the ASB's strategic plan for 2026-2030.
Asset sale vs. stock sale: what business owners need to know before selling
Deciding to sell your business? Navigate the complexities of asset sales versus stock sales with our comprehensive guide. Discover how each structure impacts taxes, liabilities, and proceeds to make informed decisions that optimize your deal and safeguard your hard-earned success.
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