Insights and Resources

Understanding Safe Harbor 401(k) Plans
Navigating the complexities of 401(k) plans can be daunting for small and midsize businesses. Discover how the safe harbor 401(k) offers a simplified solution by easing administrative burdens while fostering employee financial well-being. Explore the advantages, key components, and strategic considerations to determine if it's the right fit for your business.

Fries, Shakes, and Tax Breaks: Are You Prepared for April 15?
When planning for future tax liabilities, some great hidden gems can help mitigate these liabilities. Discover tax-saving strategies in line with the OBBB for your McDonald's franchise.

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It’s a joyful time of year, even with the final sprint toward tax deadlines. It’s time to emerge from winter and enjoy the world in bloom again! This edition of SmartTips is brimming with timely content for your springtime renewal, including an April Fool’s trivia quiz to kick off the month. You’ll also find a guide to keeping your business prepared for springtime storms, a look at keeping a handle on debt, and some handy spring cleaning hacks. Enjoy our April issue…happy spring!

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It’s a joyful time of year, even with the final sprint toward tax deadlines. It’s time to emerge from winter and enjoy the world in bloom again! This edition of SmartTips is brimming with timely content for your springtime renewal, including an April Fool’s trivia quiz to kick off the month. You’ll also find a guide to keeping your business prepared for springtime storms, a look at keeping a handle on debt, and some handy spring cleaning hacks. Enjoy our April issue…happy spring!

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Incentive units: how partnership-style equity can reward talent without a surprise tax bill
Non-public pass-through companies can't flash the same liquid stock options that publicly traded C-corporations deploy, but a profits interest solves the problem by letting newcomers participate only in growth that occurs after the grant date - with no immediate tax bill for either party. Learn more in our article.

How Attribution Rules Could Cost You Millions: What Business Owners Need to Know
The IRS's constructive ownership rules can trigger massive tax consequences for business owners who aren't prepared. From disqualified QSBS exclusions to failed retirement plan tests, these complex attribution provisions affect everything from family businesses to M&A transactions. Here's how to identify your risks and protect your tax strategies.

Government Shutdowns and the Hidden Impact on Taxpayers
Understanding the impact of a federal government shutdown on everyday Americans and taxpayers.

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.

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