What founders and investors need to know about the new QSBS rules Congress just passed a major bill that enhances the benefits of Qualified Small Business Stock (QSBS), a powerful tax break for founders planning an exit. The changes make the QSBS tax exclusion...
How to tell if you’re getting strategy—or just compliance The high cost of passive accounting Most business owners assume their CPA is “handling everything.” But for a lot of SMBs, the reality is far less reassuring: your accountant may be doing little more than...
Why tax season shouldn’t be the only time you think about taxes Most business owners assume that because they have an accountant, they have a tax strategy. They don’t. Accountants are great at what they do: making sure your tax return gets filed on time and...
Why WOTC and R&D credits slip through the cracks — and how your business can capture these overlooked savings Small and mid-sized businesses (SMBs) leave money on the table every year by missing out on valuable tax credits. Two of the most commonly overlooked...
Great tax strategy starts with accurate bookkeeping — here’s what happens when it doesn’t Every business owner wants to save money on taxes. And plenty of people think a great tax pro can work some magic to make that happen — even if the books are a little messy. But...
Why you should begin planning now Most business owners don’t think much about their exit strategy until they’re ready to sell, retire, or pass the business down. And by then, they’ve usually missed out on some big opportunities to set themselves up for the best...
