Financial Poise

Articles tagged: Accounting-Auditing-Taxation

Inventory

‘Know Thy Numbers’ Installment 5: Inventory Accounting

Inventory accounting values a company’s inventory, or saleable products, and analyzes the health of inventory flow.

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Calculating QBI Deductions

How to Know if You Can Claim the Qualified Business Income Deduction On Your Taxes

The QBI deduction allows owners of most pass-through entities to deduct up to 20% of their QBI on their taxes. Are you eligible?

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Using Integrated Financial Systems

The Importance of an Integrated Financial System in Your Business Infrastructure

An integrated financial system allows your business to automate financial processes, keep data current and make better financial decisions.

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Calculating Cash Gap

‘Know Thy Numbers’ Installment #4- Cash is King: Cash Gap and Working Capital

The time between cash outflow and cash inflow, when cash is low, is called cash gap. Learn how to calculate and improve your cash gap.

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Avoid taxation following these IRA rollover rules

Little-Known IRA Rollover Rule Has Big Consequences

Avoid making the Forbes Top Tax Cases list with a review of the IRA rollover rule, which limits the number of IRAs you can rollover per year.

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image of high rise building symbolizes opportunity zone tax benefits and qoz exchanges

Exploring Opportunity Zone Tax Benefits for Real Estate Investors

Qualified Opportunity Zone (QOZ) funds reduce taxes on real estate capital gains, but are opportunity zone tax benefits better than those of 1031 Exchanges?

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two men sit at monitors, representing four types of private equity investments

Fundamentals of Corporate Structures and Their Effects on 4 Types of Equity Offerings

Four types of equity offerings issued by LLCs & corporations have benefits & drawbacks for investors. Learn about stock, LLC units and convertible debt.

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hand with cannabis representing IRS tax section 280E

IRC Tax Section 280E Update and Potential Tax “Loophole” for Cannabis Companies

Cannabis companies have felt the weight of IRC tax section 280E for a long time, but changes to the tax code may allow them to deduct from taxable income.

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sand slipst hrough a brown hourglass, representing the need for private placement life insurance

In Wake of Tax Reform, Private Placement Life Insurance Has a Rising Role

Trump’s tax reforms eased tax rates on America’s wealthiest, which means opportunities in the private placement life insurance marketplace.

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