🔍
Balancing Liquidity, Leverage, and Efficiency
Smart borrowing can fuel growth—or quietly erode your business's profitability if not managed with precision. This article explores how to size loans
Financial Fundamentals of HOAs
Behind the rules and aesthetics of HOAs lies a web of financial responsibilities that impact every resident’s investment. Understanding how HOAs
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
SBA Loans Need-To-Know
Thinking about applying for an SBA loan to start or buy a business? Understanding your options—and what lenders really look for—can make or break your
1031 Exchanges: What Qualifies
Discover how 1031 exchanges can be a game-changer for real estate investors, offering a strategy to defer capital gains taxes while reinvesting in
CTA update: Major Change To BOI Reporting Requirements
U.S.-formed businesses are now exempt from beneficial ownership reporting under a new FinCEN rule. This change significantly reduces the compliance
IRS Interest Rates Stay Steady for Second Quarter of 2025
The IRS has announced that interest rates on tax overpayments and underpayments will remain unchanged for the second quarter of 2025. Individuals and
Asset sale vs. stock sale: what Business Owners Need To Know
Deciding to sell your business? Navigate the complexities of asset sales versus stock sales with our comprehensive guide. Discover how each structure
2025 Standard Business Mileage Rate Increase
Important news for businesses that rely on travel: the standard business mileage rate for 2025 has increased. Discover how this change affects your
2025 Federal Payroll Tax Changes
Stay updated with our review of the 2025 federal payroll tax changes.
Avoid Underpayment Penalties: Due January 15th
Learn how to keep abreast of your tax payments and avoid rising underpayment penalties that can quickly snowball. Discover strategies that can help
BOI Reporting Requirements Reinstated
The Corporate Transparency Act, designed to prevent financial crimes, is back in effect after the lifting of an injunction. This article outlines
