Insights
Practical reading for
owner decisions
Tax, accounting, and transition guidance written for owner-led companies in Idaho and Utah.
Buyer or Seller: The Question Every Utah Business Owner Must Answer Before 2027
Utah is a land of builders—entrepreneurs who move fast, think sharp, and refuse to wait for permission. But here’s the truth the market doesn’t like to say out…
View DetailsWhat Are Fractional CFO Services?
A fractional CFO is an experienced chief financial officer who works for your business part time, on a retainer or a set schedule, instead of as a full-time…
View DetailsA Guide to Real Estate Fund Accounting
Real Estate Fund Accounting Real estate investing can be a lucrative opportunity for individuals and institutional investors alike. Whether it’s a private equity real estate fund, a real…
View DetailsHow to Avoid IRS Auditing Penalties
IRS Auditing Penalties When it comes to taxes, most people share one major fear: being audited by the IRS. While the chances of an audit are relatively low…
View DetailsWhat is the NAHB Chart of Accounts?
What is the NAHB Chart of Accounts? If you are a builder or contractor, keeping your finances organized is a big part of running a successful business. Between…
View DetailsBest Tax-Free Employee Benefits
Best Tax-Free Employee Benefits When it comes to keeping great employees, offering a competitive salary is just the beginning. More and more employers are seeing that tax-free benefits…
View DetailsManage Your Investments with Ease: Effective Tips to Consider
Manage Your Investments with Ease It is easy to feel overwhelmed when taking the first steps forward in investing, but managing your money can be simple when you…
View DetailsWhat Can You Write Off as a Real Estate Agent?
Most real estate agents work as independent contractors, so they can deduct ordinary and necessary business expenses on their tax return. Common write-offs include vehicle use for showings,…
View DetailsWhat to Know About Unclaimed Property Reporting as an Idaho Business Owner
Unclaimed Property Basics for Idaho Businesses As a business owner, you juggle many different responsibilities. A part of running a business requires that your organization must file many…
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