Insights
Practical reading for
owner decisions
Tax, accounting, and transition guidance written for owner-led companies in Idaho and Utah.
Rd 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 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 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 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 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 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 DetailsSection 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 DetailsSection 174 Rd Amortization Manufacturers
Section 174 changed again. Domestic R&D expensing is back for tax years after 2024. See what manufacturers should do now, and how foreign R&D differs.
View DetailsSection 179 vs. Bonus Depreciation for Farm Equipment: Which One Wins on Your Next Purchase?
For Idaho and Utah farmers weighing a fall equipment purchase, the question is not whether to write it off. It is how. The tax code offers two paths,...
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