by Candy | Aug 4, 2023 | Business, Video Blogs
As an entrepreneur, you are probably wearing most (if not all) of the management hats of your company. But even with running your entity on your own, it is useful to learn from research into specific C-Suite functions. Today I want to discuss the CFO role and how this...
by Candy | Aug 4, 2023 | Business, Video Blogs
Many chief financial officers (CFOs) have the potential to become successful CEOs due to their unique understanding of the business. Surprisingly, though, the chances of promoted CFOs outperforming as CEOs are quite slim compared to their counterparts. According to a...
by Candy | Jul 28, 2023 | Taxes, Video Blogs
Tax planning for real estate activities can involve various tax considerations. One important factor is determining if a loss from real estate is limited due to insufficient basis or by the at-risk or passive activity loss rules. When there is income generated, other...
by Candy | Jul 14, 2023 | Business, Video Blogs
More than 50% of our workforce comes from small and medium-sized businesses. (SMBs) as they are called, play a major role in our economy due to job creation. They are essentially the “backbone” of the American economy which is why it is important to protect them...
by Candy | Jul 7, 2023 | Community, Video Blogs
Retirement is a significant milestone that requires careful planning, especially when it comes to managing income withdrawals. You will face the challenge of striking a balance between enjoying your hard-earned savings and ensuring your money lasts throughout...
by Candy | Jun 30, 2023 | Business, Video Blogs
Are you an entrepreneur that starts off in the morning thinking you are going to get a lot accomplished, but by the end of the day sees a lot still on your to-do list? It is the worst feeling when you planned to be productive and were excited to get your work...
