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Insights is our series of articles written to help our clients navigate the financial landscape. Insights also provides the opportunity for our professionals to demonstrate their industry knowledge and experience through tax and business related tips, advice and news.
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Understanding Depreciation: A Tax-Saving Strategy That Puts Money Back in Your Pocket
what exactly is depreciation, and how can it help you save on taxes? Let’s break it down in plain English.
Christopher Fleming, EA
Apr 244 min read
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Protect What You've Built: Why Structuring Your Business Properly is Essential
The way your business is structured has far-reaching implications—not just for taxes, but for liability, asset protection, and long-term sus
Christopher Fleming, EA
Apr 92 min read
20 views
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What Is the Kiddie Tax? A Simple Guide for Families and Investors
What is the kiddie tax?
Christopher Fleming, EA
Apr 43 min read
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Understanding Estimated Tax Payments: What They Are and Why You Might Owe Them
Understanding estimated tax payments
Christopher Fleming, EA
Apr 43 min read
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0 comments
How to Read Financial Statements: A Guide for Business Owners and Investors
Understanding financial statements is crucial for business owners, investors, and stakeholders who want to assess a company’s financial heal
Christopher Fleming, EA
Feb 192 min read
33 views
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DIR Fees and Your Pharmacy
DIR fees are killing independent pharmacies so it's especially important for your accountant to tracking them properly so you can stay infor
Christopher Fleming, EA
Jan 123 min read
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Top 5 Financial Pitfalls Independent Pharmacies Face and How to Avoid Them
Here are five common financial pitfalls that independent pharmacies face and actionable strategies to overcome them.
Christopher Fleming, EA
Jan 122 min read
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The Pharmacy Profitability Playbook: Understanding Key Metrics and Margins
Profitability is the cornerstone of a thriving independent pharmacy. Yet, many owners overlook the financial metrics that provide critical
Christopher Fleming, EA
Jan 123 min read
77 views
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Demystifying Business Loans: What You Need to Know
Whether you’re looking to expand services, upgrade technology, or manage cash flow during challenging times, understanding your loan options
Christopher Fleming, EA
Dec 5, 20242 min read
16 views
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Year-End Financial Checklist for Business Owners
By following this checklist, business owners can close out the year with confidence, knowing their finances are in order
Christopher Fleming, EA
Dec 5, 20242 min read
30 views
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Exit Strategies and Succession Planning for Business Owners
Continuity Business operations can suffer when owners are embroiled in disagreements. A well-structured plan allows the bus
Christopher Fleming, EA
Dec 5, 20242 min read
25 views
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Top 10 Most Valuable Tax Strategies for Small Businesses
As the end of the year approaches, now is the perfect time to take stock of your finances and make moves that could benefit your tax situati
Christopher Fleming, EA
Nov 16, 20243 min read
247 views
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The Short-Term Rental Strategy: What Investors Need to Know
The short-term rental tax strategy is an advanced tax strategy that allows short-term rental investors to offset their earned income
Christopher Fleming, EA
Nov 14, 20245 min read
56 views
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The History and Evolution of Income Tax in the United States
Before the introduction of income tax, the federal government funded itself primarily through tariffs, excise taxes, and land sales.
Christopher Fleming, EA
Nov 2, 20245 min read
276 views
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The Corporate Transparency Act - What You Need to Know
The Corporate Transparency Act - What You Need to Know
Christopher Fleming, EA
Sep 26, 20244 min read
370 views
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How Accountable Plans Save Taxes
An accountable plan is a reimbursement policy used by businesses to reimburse employees for business expenses tax free.
Christopher Fleming, EA
Jul 10, 20243 min read
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Tax Credits Every Small Business Owner Should Know About
Running a small business is rewarding but comes with its challenges, including managing taxes.
Christopher Fleming, EA
Apr 19, 20243 min read
15 views
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Amending Income Tax Returns After Receiving the Employee Retention Credit
In 2020, the government responded to the COVID-19 pandemic by passing the CARES Act, which included a refundable tax credit known as the...
Christopher Fleming, EA
Apr 19, 20244 min read
5,415 views
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The Wrong Accountant Can be Costly
The Wrong Accountant Can be Costly
Christopher Fleming, EA
Feb 18, 20243 min read
34 views
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10 things to consider as you prepare to file your 2023 taxes.
10 things to consider as you prepare to file your 2023 taxes.
Christopher Fleming, EA
Jan 15, 20244 min read
103 views
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