CFO Share

SEPTEMBER 15, 2021

Last March, I published an article reviewing the small business impact of the then-leaked Biden Tax Reform proposal. With the new details available, let’s review the impact on small business financial planning. How does tax reform affect small business? Elimination of pass-through tax deductions. Selling to an ESOP.

Profit and Loss 52

Profit and Loss CFO Tax Planning Auditing 52

CFO Share

MARCH 16, 2021

“First major tax hike since 1993” according to Bloomberg. As a fractional CFO , my first reaction to any tax reform is: what does this mean for small business? How does tax reform affect small business? There are two proposed changes that will affect small business income taxes. All the other tax changes.

Profit and Loss 40

Profit and Loss CFO Tax Planning Startups 40

Barry Ritholtz

OCTOBER 19, 2022

Tell us a little about your plans coming out of college. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. They’ll do tax planning, right? So the harvest losses to offset future gains.

Investments 111

Investments Profit and Loss Education Advertising 111