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Thinking About a Business Loan? Start With These Questions.
Key Takeaways A business loan should support a clear strategy, not solve underlying financial challenges. Reviewing your cash flow, profitability, and financial projections before applying improves decision-making and lender readiness. […]
The Business Risks You May Be Overlooking
Key Takeaways Many of the biggest business risks come from internal processes, not external events. Relying too heavily on one employee, customer, or supplier can create unnecessary vulnerability. Strong internal […]
Before Reacting to Headlines, Look at Your Numbers
Key Takeaways National headlines provide context, but your financial statements tell the story of your business. Revenue alone doesn’t measure financial health; profitability, cash flow, and expenses matter too. Regularly […]
Building Value Before You Exit
Key Takeaways The most successful business transitions often begin years before an owner plans to retire or exit. Business value is influenced by factors beyond revenue, including management depth, operational […]
What Should Business Owners Be Reviewing Right Now?
Key Takeaways A mid-year review helps business owners assess whether revenue, profitability, and cash flow are tracking as expected. Revenue growth alone does not guarantee stronger financial performance if expenses […]
Understanding Connecticut Property Revaluations
Key Takeaways Connecticut municipalities periodically conduct property revaluations to bring assessed values in line with current market conditions. A higher property assessment does not automatically mean property taxes will increase […]
Does Your Business Qualify for Tariff Refunds?
Key Takeaways Most small and mid-sized businesses will not qualify for tariff refunds because they were not the importer of record. Refund eligibility is limited to businesses that directly imported […]
You May Owe Sales Tax in More Places Than You Think
Key Takeaways Sales tax rules have expanded significantly following South Dakota v. Wayfair, Inc., allowing states like Connecticut to impose obligations based on sales activity, not just physical presence. Connecticut […]
That “Official” Filing Notice in Your Mailbox? It May Not Be What It Seems
Key Takeaways Some business owners are receiving official-looking mail tied to “beneficial ownership” filings These notices are not coming from the government Most businesses are not currently required to take […]
Why Filing Your Taxes Is Only Part of the Story
Key Takeaways Tax preparation is backward-looking; by filing time, most decisions are already set. Tax planning happens throughout the year, when there is still time to influence outcomes. Increasing complexity […]
What Actually Changed for 2025 Taxes (And What Headlines Are Getting Wrong)
Key Takeaways Headlines like “no tax on overtime” and “no tax on tips” are oversimplified, and most benefits are partial, capped, and subject to income phase-outs. Overtime tax relief applies […]
Protect Yourself from Common Tax Scams This Season
Key Takeaways The IRS does not contact taxpayers by phone, text, or email; initial communication is always by mail. Scam calls often use urgency and fear to push individuals into sharing personal […]