Certified Public Accountants · Financial Planning & Investment Services
🖨 Print⏱ 4 min readWith the global digital payments market expected to see north of $20 trillion in transaction value in 2025, according to Statista, business-to-business transactions are undoubtedly going to see some action. Debit notes are one tool that businesses have to record their transactions and corresponding payments. Understanding what debit notes are and […]
🖨 Print⏱ 4 min readThe digital landscape has rapidly advanced, fueled by generative AI and other transformative technologies. Although this has come with great opportunities, it has also introduced new strategic threats. Among these is disinformation. The World Economic Forum classifies misinformation and disinformation as a top global threat alongside conflict and environment in its […]
🖨 Print⏱ 4 min readIf you’ve ever longed for a remote job but weren’t sure how to make it happen, then take note. Not only are all these jobs work from home (WFH), but they also provide training. Some even provide the equipment and steady hours right from the start. Whether you’re between jobs or […]
🖨 Print⏱ 3 min readWhen it comes to businesses and asset depreciation, there are many types available, such as straight-line, units of production, double declining balance, and sum of years digits. While these aren’t the only ones, they are available via the IRS code and help businesses reduce their taxable income. However, under certain circumstances, […]
🖨 Print⏱ 4 min readReceiving restricted stock units (RSUs) may seem straightforward, but the tax and financial planning complexities can catch many employees off guard. Understanding these key strategies might help you avoid costly mistakes and optimize your financial outcomes. 1. Manage Tax Withholding at Vesting The most common pitfall with RSUs is inadequate tax […]
Preventing AI Deepfakes, Deterring Fentanyl and Foreign Aggression, and Strengthening Small Businesses
🖨 Print⏱ 2 min read Part 2 In this second part of our two-part series on the One Big Beautiful Bill Act (OBBBA), we examine the legislation’s impact on businesses, trusts, and estates. In addition, we will look at its overall economic impact. Estate Tax Changes The federal estate tax exemption receives a significant boost […]
🖨 Print⏱ 4 min read Part 1 The One Big Beautiful Bill Act (OBBBA) passed the House on July 3 and was signed into law by President Trump. This comprehensive legislation makes several expiring tax cuts from the 2017 Tax Cuts and Jobs Act permanent while at the same time introducing several temporary provisions through […]
🖨 Print⏱ 4 min readWorking capital is the difference between a business’ current assets and liabilities. Negative working capital can happen when a business’ current assets are below its current liabilities. Therefore, working Capital = Accounts Receivable + Inventory – Accounts Payable. It’s a way to measure a company’s ability to meet short-term liabilities, such […]
🖨 Print⏱ 4 min readThe rapid pace of technological change, particularly the integration of artificial intelligence (AI) in daily workflows, is reshaping the global economy and the nature of work. Today’s digital divide is no longer limited to internet access in underserved communities. The divide has now become a business risk impacting productivity, inclusion, and […]