Examining Differences Between Liquidity And Solvency

July 1, 2025 12:00 am Published by

đź–¨ Print⏱ 3 min readLiquidity looks at how well a company can handle paying wages, inventory, and lending repayments via measuring its cash or quasi-cash levels. Put another way, it looks at the health of a company’s cash flow to... View Article

Navigating Worker Classification: The Critical Difference Between Employees and Independent Contractors

July 1, 2025 12:00 am Published by

🖨 Print⏱ 4 min read Running a small business often means working with a mix of people: some full-time staff, part-time helpers, seasonal workers or project-based contractors. While this flexibility helps manage costs and workload, it creates a crucial decision... View Article

Understanding the Goodwill to Assets Ratio

June 1, 2025 12:00 am Published by

đź–¨ Print⏱ 4 min readThe goodwill to assets ratio measures how much of a company’s total assets come from goodwill – an intangible asset like brand value or customer loyalty – and it plays a role in assessing the company’s... View Article

Why AI Falls Short for U.S. Tax Guidance

June 1, 2025 12:00 am Published by

🖨 Print⏱ 4 min read The rise of artificial intelligence tools like ChatGPT and Grok has transformed how Americans seek information. From meal planning to complex financial questions, these platforms offer instant answers to virtually any query. But when it... View Article

Cash Flow Available for Debt Service (CFADS)

May 1, 2025 12:00 am Published by

đź–¨ Print⏱ 3 min readWhen it comes to the risk of default, Moody’s found that during COVID-19, American businesses had a 7.8 percent chance of defaulting. This is compared to a low of 4 percent in 2021, but lower than... View Article

Strategic Roth IRA Conversions: Maximizing Retirement Income While Minimizing Taxes

May 1, 2025 12:00 am Published by

🖨 Print⏱ 4 min read For many high-income earners and those approaching retirement, a Roth IRA conversion represents a strategic financial move that can significantly impact long-term wealth preservation. This approach allows you to restructure your retirement savings in a... View Article

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

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