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a graphic showing cannabis plants with an overlay of dollars and coins on it
03.05.24

Webinar: Trulieve Cannabis Corp. Receives Tax Refunds: What Does This Potentially Mean & What’s Next?

Event
Webinar
Cannabis
Business Tax

This comprehensive session with Greenspoon Marder LLP navigates the complexities of tax refund claims and strategies, inspired by Trulieve’s recent significant tax refund success. This session delves into the intricacies...

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A fractionl CFO working on a computer at her desk.
03.05.24
Cory M. Parnell, CPA

What are Fractional CFO Services?

Blog
Outsourced Accounting

In the dynamic business world, having a seasoned financial strategist can be the difference between thriving and merely surviving. For many start ups, small and medium-sized enterprises, the solution doesn’t...

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a graphic showing hands holding an icon of a group of people and a target behind them
03.04.24

Better Tax Break When Applying The Research Credit Against Payroll Taxes

Articles
Business Owners
Business Tax

The credit for increasing research activities, often referred to as the research and development (R&D) credit, is a valuable tax break available to certain eligible small businesses. Claiming the credit...

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A formula 1 car alone on a race track. The bckground is blurred, indicting that the car is moving very quickly and is ahead of the other cars.
03.01.24
Jon T. Meyer, CFP®

Estate Planning for Business Owners & BOI Reporting in 2024

Blog
Business Owners
Wealth Management
Trusts

Key Takeaway: With the coming estate law changes at the end of 2025, estate planning takes on a bit more urgency if you have a large estate. This is especially...

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A business owner shaking the hand of a loan officer
02.28.24

Applying for a commercial loan with confidence

Articles
Business Owners
Business Tax

Few and far between are businesses that can either launch or grow without an infusion of outside capital. In some cases, that capital comes in the form of a commercial...

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A scientist in a medical facility examining a Cannabis plant.
02.26.24
Cory M. Parnell, CPA

Exploring Cannabis Schedule 3: The Potential of a Historic Reclassification

Blog
Cannabis

The ongoing debate over reclassifying cannabis from Schedule I to Schedule III under the Controlled Substances Act is a pivotal discussion in the realms of public policy, health, and economics....

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a closeup of the top of a sprouting cannabis plant
02.20.24
Cory M. Parnell, CPA

Delta 8 vs. Delta 9: Tax and Legal Insights

Blog
Cannabis

In the cannabis industry, business owners must stay informed about the products they deal with and their financial implications. Two cannabinoids that have been the subject of much discussion are...

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a person playing chess
02.19.24
Jon T. Meyer, CFP®

Wealth Building Strategy: Are You Playing Checkers or Chess?

Newsletter
Advisory
Wealth Management

Key Takeaway: Often in life, we can sit back and watch those playing checkers versus chess. Chess players play a longer-term game that is more strategic and has bigger payoffs....

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a graphic showing an accountant reviewing financial documents on a tablet
02.14.24

Is it time to upgrade your business’s accounting software?

Articles
Business Owners
Technology

By now, just about every company uses some kind of accounting software to track, manage and report its financial transactions. Many businesses end up using several different types of software...

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a graphic showing E S O P spelled out with blocks
02.13.24
Calvin P. Shannon, CPA, CVA

What Cannabis Operators Should Know About ESOPs

Blog
Cannabis

In the dynamic and ever-changing landscape of the cannabis industry, it is essential for cannabis business owners to constantly seek innovative strategies to enhance growth and increase stability. One option...

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