Insights
Practical reading for
owner decisions
Tax, accounting, and transition guidance written for owner-led companies in Idaho and Utah.
Section 1202 QSBS Exclusion for Manufacturing Owners
Section 1202 can exclude up to $15M of gain on a manufacturer's sale. Learn the qualified small business test and holding period rules.
View DetailsUnderstanding RVU-Based Physician Compensation Models
RVU-based pay rewards production, but the wrong conversion factor or scenario can hurt physicians. Here is how RVU comp actually works.
View DetailsRetail Shrinkage: How to Measure, Reduce, and Account For It
Retail shrinkage silently consumes margin. Learn how to measure it, benchmark shrink-to-sales, and record it correctly in your books.
View DetailsReading Your Practice P&L: Benchmarks by Specialty
Overhead and provider comp percentages vary dramatically by specialty. Here is how to read a medical practice P&L and spot trouble early.
View DetailsR&D Tax Credit for Precision Ag: Is Your Farm Eligible?
Variable-rate trials, drone imagery, and cover-crop experiments can qualify for the R&D credit. Here's the four-part test for Idaho and Utah farms.
View DetailsYes, the R&D Tax Credit Applies to Medical and Dental Practices
The Section 41 research credit is not just for pharmaceutical companies and semiconductor plants. A dental lab designing custom prosthetics, an oral...
View DetailsRd Tax Credit Manufacturers Qualify Claim
Which shop-floor activities qualify for the R&D tax credit, how to document them, and how manufacturers claim Form 6765 credits and the payroll offset.
View DetailsRevenue Cycle Management KPIs Every Physician Should Track
The five revenue cycle KPIs every physician-owner should track monthly, with the fixes that improve each one.
View DetailsThe QBI Deduction (§199A) for Physician-Owned Practices
A solo physician earning $400,000 in a joint return can claim the full 20 percent qualified business income deduction and shave tens of thousands off...
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