Resources

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Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Want to know where your profit is really going? Here's a practical, business-owner-friendly approach to cost analysis, showing how to uncover hidden inefficiencies, assign overhead accurately, and make confident decisions with your numbers. Whether you’re looking to price smarter, cut waste, or prepare for growth, it all starts here.

Using POD and TOD Accounts in Your Estate Plan

Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones.

Tax breaks for tipped workers: qualifying for the new deduction

Discover how the groundbreaking "no tax on tips" provision in the new One, Big, Beautiful Bill (OBBBA) could transform the take-home pay for millions of tip-reliant workers starting in 2025. Learn which occupations qualify, the specific conditions required, and how to prepare for maximized savings under this potentially game-changing deduction.

Partnership Basis: What Is It & How Does It Work?

Gain insight into partnership basis, track decisions to optimize ownership, and maintain compliance to avoid costly tax consequences.

Preparing for the end of federal paper checks

Executive Order 14247 directs federal agencies to phase out paper checks for refunds, benefits, and contracts. Here’s who’s affected and how to prepare.

The Latest IRS Guidance on Section 174

Aprio Insights on the The Latest IRS Guidance on Section 174. Read the article.

Personal guarantees: costly risk or tax leverage?

Banks want an extra layer of security for business loans, and a personal guarantee delivers it - but for partnership owners, there's a hidden tax advantage most overlook. This synthetic capital injection can turn a necessary business risk into meaningful tax leverage, provided you understand the mechanics and monitor the potential pitfalls.

Medicare: premiums, taxes, and surprise surcharges

Many people reach 65 expecting Medicare to replace their health insurance and ease budget pressures. But in reality, Medicare often adds a new layer of costs - monthly premiums, income-based surcharges, and potential late penalties that can last a lifetime. Read our article to avoid costly surprises later in retirement.

The Benefits of Outsourced Accounting for Restaurants and Franchises

Discover the benefits of outsourced accounting for restaurants and franchises. Learn how owner/operators improve efficiency, maintain compliance, and scale profitably.

The OBBB and ERC Audit Risk: Three Steps to Defending Your Claim

The OBBB Act made changes to the Employee Retention Credit (ERC) program by retroactively invalidating certain claims and extending the statute of limitations for an audit to six years.

Financial Survival Guide for Startups

Spending all your time delivering for clients and letting bookkeeping slide? In this quick guide, discover the simple systems that protect your finances as a new entrepreneur.

The Overlooked Importance of HR in Growing Businesses

For many small and midsize businesses, HR dysfunction isn't about negligence. It's about capacity. Most founders don't build their companies with an HR strategy in mind. Learn how to solve this problem with a fractional HR resource.

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