Valuation Ratio Calculating the EV / 2P

April 1, 2025 12:00 am Published by

đź–¨ Print⏱ 3 min readWhen it comes to analyzing a company’s financials, there are many avenues we can take. One way is through multiples; calculating the EV/2P multiple is the focus of this analysis. This ratio looks at a business’... View Article

Understanding IRS Forms 1099 for Lawsuit Settlements

April 1, 2025 12:00 am Published by

đź–¨ Print⏱ 3 min read The Basics of Tax Reporting in Legal Settlements When you collect a settlement for a lawsuit, you’ll likely also receive a Form 1099 from the IRS. This form serves as a reminder to pay taxes... View Article

Defining Net Revenue Retention (NRR)

March 1, 2025 12:00 am Published by

đź–¨ Print⏱ 3 min readThe subscription economy, according to Forbes, is expected to reach $1.5 trillion in revenue for businesses. With the potential likely realized this year, it’s vital to understand how it is tracked – and more importantly, how... View Article

As Tax Season Opens, We Must Stay Alert to Rising Scam Threats

March 1, 2025 12:00 am Published by

đź–¨ Print⏱ 3 min read As tax filing season begins, scammers are ramping up efforts to steal taxpayers’ personal information through increasingly sophisticated schemes. Below, we discuss the latest scam, what to look out for in general, and what to... View Article

Analyzing Return on Ad Spending

February 1, 2025 12:00 am Published by

đź–¨ Print⏱ 3 min readReturn on Ad Spend (ROAS) is one way to help advertising and marketing professionals and investors analyze how well promotions do (or don’t) produce sales. It helps advertisers develop data based on their campaigns’ revenue production... View Article

2025 U.S. Tax Legislation Forecast: What to Expect

February 1, 2025 12:00 am Published by

🖨 Print⏱ 4 min read As 2025 unfolds, U.S. tax policy is poised for significant shifts, particularly with a new Republican administration under President Donald Trump. The year ahead will likely see a range of tax reforms, largely driven by... View Article

What is Innocent Spouse Relief?

January 1, 2025 12:00 am Published by

đź–¨ Print⏱ 4 min read The word “innocent” in innocent spouse relief can be misleading. It doesn’t imply you’re perfect or blameless – it’s more about whether you knew or should have known about the tax issue. The IRS defines... View Article

Common Business Accounting Calculations

December 1, 2024 12:00 am Published by

đź–¨ Print⏱ 3 min readNo matter the type of business or industry, being able to analyze and deduce patterns is essential to discovering a business’ financial health. Here are four commonly used calculations to help internal and external stakeholders determine... View Article

Tax Planning 2024

December 1, 2024 12:00 am Published by

đź–¨ Print⏱ 4 min read Personal Income Tax Planning Strategies for Year-End 2024 As 2024 draws to a close, it’s the perfect time to review your personal income tax situation and implement strategies to minimize your tax liability for the... View Article

Restricted Stock Units: 5 Essential Tax and Financial Planning Strategies

August 1, 2025 12:00 am Published by

🖨 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.... View Article

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