by candy | Aug 16, 2024 | Video Blogs
Have you heard about Beneficial Ownership Reporting and wondered if you fall under the mandatory filing requirement? There is a lot of confusion around this topic, and I am going to record a video series to explain various aspects to help answer these questions. I...
by candy | Aug 13, 2024 | Podcast
In this episode, we explore the fascinating world of Web3, diving into how decentralization and blockchain technologies are set to revolutionize the internet. Learn about the innovative use of tokens on merchandise, from loyalty programs to authenticity verification....
by candy | Aug 12, 2024 | Sales Tax, Shared
Have you ever wondered who qualifies as “rich” when it comes to taxes and planning? This year’s presidential election is offering up two very different ideas on the matter. The IRS annually adjusts income tax brackets to keep up with inflation....
by candy | Aug 9, 2024 | Podcast
In this episode, Rocky Lalvani, the Profit Answer Man, shares insights on how to prioritize profit and ensure cash flow to cover expenses. Discover why the traditional approach of spending money to make money is flawed, and learn why financial reports don’t...
by candy | Aug 6, 2024 | Podcast
Join me as I sit down with Pete Mohr, an expert in business transformation, to uncover his powerful CPA framework: Communication, Process Management, and Accountability. With 30 years of experience, Pete shares invaluable insights on transitioning from an overwhelmed...
by candy | Aug 5, 2024 | Community, Shared
Retirees need to be strategic about their filing status to minimize the impact of the net investment income tax (NIIT). The NIIT, which is a 3.8% tax on certain types of investment income, affects those with higher income levels and was implemented in 2013. Key...
by candy | Aug 2, 2024 | Podcast
Unlock the secrets to financial success for your small business! Join me as I sit down with Kyle Smith, CPA, who is a co-partner at Strata Cloud Accountants, to dive into KPIs, set business goals, and master cash flow modeling. Don’t miss these expert insights...
by candy | Jul 30, 2024 | Podcast
Ever wondered how to truly understand your business’s financial health? Join us as we dive deep into cashflow modeling and essential financial strategies with expert Ryan Derousseau. Discover the tips and tricks that can help you navigate your business finances...
by candy | Jul 29, 2024 | Featured, Software
With ransomware attacks on the rise, it is important to understand how you would respond to such a crisis. Unfortunately, how you handle a ransomware attack determines how much the incident will affect your finances, customers, and reputation. If your business...
by candy | Jul 26, 2024 | Podcast
Are you struggling to keep your business’s cash flow in check? In today’s video, I’m diving into essential strategies for managing cash flow effectively. Whether you’re a seasoned entrepreneur or just starting out, mastering these techniques...