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We Make it Easier to Answer the Tough Questions

We help you determine your ideal long-term financial plan to be profitable and advise you on all the decisions that go along with the vision.
We Make it Easier to Answer the Tough Questions

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Spreadsheets hinder FP&A with errors, static plans, and poor collaboration. Cloud tools offer real-time data, automation, and cross-team alignment. By adopting modern platforms, finance reduces risk, boosts accuracy, and focuses on strategy. With AI, embedded context, and scalability, businesses drive smarter decisions and support growth through dynamic planning.

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Choosing between debt and equity financing is key for business growth. Debt offers control but adds repayment risk and liabilities. Equity brings funding flexibility but shares profits and decision-making. Each affects financials differently. With accountant input, aligning financing with strategy can help secure capital, manage risk, and support long-term success.

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Succession planning ensures family enterprises thrive long-term. Clear roles, readiness assessments, and adaptable strategies are key. Whether successors are family or not, planning supports leadership transitions, stability, and confidence. With governance, contingency plans, and ongoing evaluations, families can preserve legacy and guide the business through changing times.

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Smart tax planning is key for growing businesses. As operations expand, strategies like adjusting entity structure, leveraging depreciation, claiming credits, managing multi-state compliance, and forecasting taxes can reduce burdens. With accountant guidance, proactive decisions can free up cash for reinvestment and growth.

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In a decision that could benefit U.S. citizens living abroad, a recent U.S. court ruling has further opened the door for using treaty-based foreign tax credits (FTCs) to reduce Net Investment Income Tax (NIIT) liability. While the outcome is promising, the issue remains unsettled, and taxpayers should proceed cautiously.

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UPDATE: On 9 April 2025, President Trump announced that, effective immediately, the tariffs on China are increased to 145% (which includes an existing 20% “fentanyl" tariff). He also announced a 90-day “pause” on higher tariffs for 75 countries that have not retaliated (although the precise countries are not identified), during which time only a 10% tariff will apply.

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