Financial Poise

Articles tagged: Accounting-Auditing-Taxation

Happy employees planning their ESOP benefits

ESOP: Tax Advantages of an Employee Stock Ownership Plan

How ESOPs Differ From 401(k)s An employee stock ownership plan (ESOP) offers a range of attractive benefits for a sponsor company and its owners and employees. Both provide retirement benefits. […]

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Know Thy Numbers Installment #2 – Accounting Principles in a Nutshell

GAAP rules are accounting principles and concepts that shape how we present financial information. These are the 12 “Commandments” of GAAP accounting.

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Giving money to charity

Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan

Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.  

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accounting and finance

‘Know Thy Numbers’ Installment #1 – Welcome to the Jungle, Series Introduction

Don’t leave numbers to the accountant. An introduction to accounting and its basic concepts can equip you to make better business decisions. 

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qualified business income deduction small business owners

Simplified Qualified Business Income Benefits for Small Businesses

Do you know what the Qualified Business Income Deduction is? As a business owner, you may want to consider what this dedication can do for your company when tax season comes around.

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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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A company board sits around a table, symbolizing Corporation Management

What is a Corporation? Formation, Management and Taxation

Corporations were once a more prevalent business structure. What are the advantages of corporation formation, management and taxation in 2020?

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gauzy beach scene symbolizing IRA beneficiaries, 401ks, and tax hikes

Will an Unapologetic Tax Hike Affect Your 401(k) or IRA Beneficiaries?

You worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries.

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business valuation tax act of 2017

Business Valuation Tax Act of 2017: Comparability and Calculation

The Business Valuation Tax Act of 2017 changed the financial and regulatory landscape and the valuation of C-corporations. 

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