by Jackie | May 28, 2026 | Uncategorized
If your QuickBooks feels a little… off, you’re not alone. Most business owners start the year strong, but by March or April, things begin to slip: Transactions go uncategorized Reports stop matching reality “Ask My Accountant” quietly fills up The good news? You don’t...
by Jackie | May 26, 2026 | Uncategorized
For a period of time, borrowing felt manageable. Financing was easier to justify. Lines of credit were relatively affordable. Growth decisions made sense on paper. Then things began to shift. Not all at once. Gradually. Payments started to increase. New financing came...
by Jackie | May 21, 2026 | Uncategorized
There’s a lot of noise around AI right now. Some of it is about job loss. Some of it is about disruption. Most of it is not particularly helpful when you are trying to run a business day-to-day. The real question is more practical. Can this help you operate more...
by Jackie | May 19, 2026 | Uncategorized
Article Highlights: Pass-through Entity Elective Tax OBBBA’s Increased SALT Limits How PTET Works (The Basic Concept) Eligible Pass-through Entities How PTET Stacks Up Given Recent Federal SALT Law Changes Final Thoughts and Recommendations If you pay substantial...
by Jackie | May 15, 2026 | Uncategorized
Article Highlights: The 2026 “Dead Zone” vs. the OBBBA Era Why Waiting Until 2027 Matters Unpacking the OBBBA Tax Benefits o Rolling Gain Deferral o The 10% (or 30%) Basis Step-Up o Tax-Free Appreciation (the 10-Year Rule) What Gains Qualify and...
