Blog
Doing the research – it’s in your nature.
Read our blog to stay in the know.
Read our blog to stay in the know.
Blog
Doing the research – it’s in your nature. Read our blog to stay in the know.
Section 83(b) Made Easy: What the New IRS Form Means for You
Written by: Eric Gashin, CPA, MBA If you’ve ever received stock or other property as part of your compensation, you might have heard of the Section 83(b) election. This election allows you to include income and pay the tax in…
Unlocking Profit Potential: Understanding and Optimizing the Cost of Goods Sold
Every business strives to grow its profits, but achieving this requires a clear understanding of the numbers behind operations. One of the most important figures in this process is the Cost of Goods Sold (COGS). This financial measure captures the…
What the IRS Inflation Adjustments for 2025 Mean for You
Every year, the IRS adjusts tax rules to account for inflation. These changes are meant to ensure fairness and prevent people from paying more taxes solely because of rising costs. For 2025, the IRS has updated tax brackets, deductions, credits,…
Tax Planning Tips for Digital Businesses and E-commerce
Tax planning for digital and e-commerce businesses brings unique challenges and opportunities. Effective tax management can be tricky with diverse revenue streams, cross-border sales, and constantly evolving regulations. Here’s a guide to navigating the tax landscape and making the most…
The Importance of Proper Inventory Management for Financial Stability
Proper inventory management is essential for sustaining your business’s financial health. Though it may not always be the most obvious focus, how you handle your inventory significantly impacts cash flow, profit margins, and long-term growth. This article will discuss how…
Cash Reserves and Business Stability: Building Financial Resilience
Written by: Todd Ellis, CPA, MST, CGMA Running a business is no easy feat. Every day, you’re juggling several different things—keeping customers happy, managing operations, thinking about growth—sometimes, it can feel like things are going great, and other times… not…
Federal Court in Texas Suspends BOI Reporting Requirements Under Corporate Transparency Act
You may have heard that on December 3, 2024, a federal court in Texas issued a preliminary injunction suspending the enforcement of the Corporate Transparency Act. The Act required businesses to report beneficial ownership information (BOI) to the Financial Crimes…
Navigating Tomorrow: Year-End Tax Strategies for Business Owners
As we near year-end, proactive tax planning becomes more crucial than ever for businesses and family offices with complex tax portfolios. While 2024 hasn’t brought significant legislative tax changes, foundational tax strategies remain invaluable. With potential transactions and evolving state…
Maximizing Charitable Giving: The Power of Appreciated Securities
Written by: Angela Parziale, CPA, MST Managing a complex portfolio involves unique challenges and opportunities, especially when optimizing your financial strategies. While some aspects of your financial situation may be out of your control—like mortgage rates or state taxes—one area…
Adapting to Massachusetts’ Estate Tax Changes
*Please note that tax laws and regulations may change, and it’s always best to consult your advisor for the latest guidance. This article is accurate as of October 29, 2024. On October 4, 2023, Massachusetts Governor Maura Healy signed a…
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