When Employee Health Requests Put Employers on the Hook
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.
Cash vs. Accrual: Are You Betting on the Wrong Horse?
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.
IRS Cracking Down: The Wrong Way to Do Tax Planning
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.
Facilitating Growth and Financial Freedom Through Smart Tax Strategies
Managing taxes feels like a burden for many business owners. But with the right approach, it becomes an opportunity to build wealth and make better financial decisions.
The Latest on the BOI Merry-Go-Round: BOI Reporting Requirement Reinstated and Deadline Updated
It has been a few minutes since there has been an update with the Beneficial Ownership Information (BOI) reporting legal battles and deadline on again and off again. A February 17, 2025 court decision lifted the nationwide injunction in Smith v. U.S. Department of the Treasury, meaning BOI reporting requirements are back in effect.