Selling a business is not a quick decision. It is a strategic process that rewards owners who prepare early, understand what buyers evaluate, and build their company into a transferable, low-risk, and scalable investment. Many owners only think about the sale when they are already tired, ready to retire, or facing pressure. By then, value is usually left on the table.

Tax planning only works when you act before the year closes. Every fall, business owners repeat the same mistake: “I’ll deal with taxes at the end of the year.” By December, most high-value strategies are no longer available.

Waiting until the last minute often means missing opportunities that can save tens or even hundreds of thousands of dollars.

For years, uncertainty surrounding Section 174 made many businesses hesitate to pursue the Research & Development (R&D) Tax Credit and Deduction. Since 2022, complex capitalization rules and compliance burdens left even innovative companies wondering whether the work was worth the effort.

The State and Local Tax (SALT for short) deduction cap has frustrated business owners and high-income earners since 2018. But there is a legal and IRS-respected strategy that can help reclaim lost deductions: the Pass-Through Entity (PTE) tax election.

At Visibility Law, we’re building something different.

We bring end-to-end sophistication to every business—integrating financial, legal, and tax strategy under one collaboration. We’re their outsourced Legal Officer, in addition to other key executive functions, helping them earn more, protect what they’ve built, and operate with peace of mind.

Let’s Talk About  - Why is year-round tax planning such a big deal? Are we just trying to add one more thing to your plate to make our lives easier at tax time? Wouldn’t it be easier to just wait until the end of the year—and maybe even file an extension to not have to worry about taxes til next fall?

No employer thinks a simple sick leave request could end up costing hundreds of thousands of dollars. But it happens. Employees raise health-related needs all the time—sometimes directly, sometimes indirectly. They might say they can’t work Tuesdays because of a standing therapy appointment. They might mention needing random days off for a mental health condition. Or they might call in sick so often they’ve burned through all their PTO and unpaid time.

Business owners ask me all the time, why would I need to have accrual-based financial reports?   I just need to know where my cash is going, right? 

Well, Ken Kauffman, a veteran CFO in the dental space, gave a great metaphor to understand why.

Want to save thousands of dollars in taxes? Let me tell you how…

No—this is not another TikTok tax strategy video. The IRS has been cracking down, not just on promoters, but also on people who follow generic tax advice.

When your advisors don’t talk to each other, you pay the price—literally.

We had a client come to us needing a document for a transaction. They were financing the purchase of some equipment for another company.

The default solution would have been a promissory note—quick, simple, and what most professionals would draft without a second thought.

Ever felt like your business is profitable in your financial reports but cash poor in terms of what's coming and going in your bank account?

Or maybe one big deposit hits the account and you feel great — but then payroll clears, vendors get paid, and suddenly you're scrambling again trying to understand your company's cash flow cycle.

Hey there medical entrepreneurs—this is Andrew Stubbs from Visibility CFO & Tax Advisors. Today, we want to talk about the Roman god Janus and how it pertains to your business. Most medical entrepreneurs and business owners are generally flying with one eye closed—reacting to what just happened in their business, or dreaming about the future of what their business could be. But rarely are they able to do both at the same time.

Hey there Entrepreneurs, TODAY I want to talk about 2 major complaints we constantly hear from business owners about their tax services: 

“THE FIRST - IS that They’re NOT very responsive, especially at tax time and the SECOND is - I feel like I’m paying too much in tax and that there’s more I could be doing to lower my tax bill”

Today we’re zeroing in on a powerful—but often misunderstood—tax strategy: and that’s ACCELERATING DEPRECIATION through a cost segregation study, typically on Real Estate, but can also be on other capital assets like equipment, machinery, vehicles - commonly known as business assets - it’s what I like to call paper loss tax shields.  Why do we call it a paper loss?  Because you create a tax deduction that you’re not fully paying out in cash - unlike many other tax deductions where cash has to leave your bank account for you to get that deduction. 

Today, we’re talking about something all employers run into at some point—overtime pay compliance. It is an area filled with well-meaning mistakes and gray areas, especially for growing businesses juggling a lot of roles and responsibilities–and getting it wrong, even unintentionally, can lead to massive penalties, back pay, and lawsuits.

It’s official - on July 4, 2025, the One Big Beautiful Bill Act was signed into law — bringing back 100% bonus depreciation and making it permanent for qualifying property acquired after January 19, 2025.

This marks a significant shift in federal tax policy and presents major planning opportunities for business owners, investors, and financial decision-makers.

It’s official - on July 4, 2025, the One Big Beautiful Bill Act was signed into law — bringing back 100% bonus depreciation and making it permanent for qualifying property acquired after January 19, 2025.

This marks a significant shift in federal tax policy and presents major planning opportunities for business owners, investors, and financial decision-makers.

Today’s topic we want to touch on is what the pool of potential buyers of your business, when we boil it down, are looking for. Now, if you’ve thought about selling your business–or are even just wanting to keep your options open, we want to help business owners, such as yourselves, reverse-engineer what private equity (PE) firms are evaluating so you can begin preparing now—before you may be even ready to sell. The goal is to position yourselves as a premium, investable company, not just a profitable one. 

Today we’re diving into non-competes—but not the employment kind that may or may not be enforceable depending on your state. We’re talking about non-competes in the context of selling a business—a scenario where they’re still widely enforceable and too often overlooked.

Today, we’re diving into how  we generally avoid tax surprises. We’re talking about a SIMPLE, but SMART strategy that can save you money and help you avoid penalties and surprises.

Taking shares for your fee is an excellent way to create upside for your consulting work, but make sure you are being smart about the transaction.