Insights
Practical reading for
owner decisions
Tax, accounting, and transition guidance written for owner-led companies in Idaho and Utah.
How AI-Driven Estimating Can Help Contractors
AI-driven estimating can speed up takeoff and flag bid risks for contractors. What the tools do, and the data and human review guardrails to set first.
View DetailsOccupational Fraud Can Impact a Manufacturer’s Bottom Line
Occupational fraud in manufacturing: what the ACFE's 2026 study found, where billing, inventory and kickback schemes start, and controls tied to lower losses.
View DetailsHow Does Utah Tax an S Corporation? A Guide for Utah County Owners
Utah does not tax an S corporation’s income at the business level. Utah follows your federal S election automatically, so there is no separate state election to file;…
View DetailsHow to Calculate a Real Estate Distribution Waterfall, Step by Step
A real estate distribution waterfall is the order in which a fund or syndication pays out cash: investors first get their capital back, then a preferred return, then…
View DetailsReady to Hire? Make Sure Your Monthly Numbers Can Answer These Questions
A healthy profit does not answer every hiring question. Connect the current books, cash calendar, and assumptions behind the new role before making an offer.
View DetailsYear-End Tax Planning Ideas for Contractors
Contractors: starting year-end tax planning now leaves time to act. Bonus depreciation, Sec. 179, the QBI deduction, and R&E expensing for 2026.
View Details1031 Like-Kind Exchanges for Farmland: What Still Qualifies
Farmland still qualifies for 1031 like-kind treatment. Equipment and livestock no longer do. Here's what Idaho and Utah farmers need to know before a trade.
View Details3-Year Financial Cleanup: Preparing Your Practice for Sale
Buyers underwrite three years of financials. Here is a month-by-month cleanup plan that protects EBITDA, add-backs, and the working capital peg.
View Details90-Day Rolling Cash Flow Forecasting for Medical Practices
A 90-day rolling cash flow forecast catches medical practice liquidity squeezes before they hit. Here is how to build one and update it weekly.
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