Understanding IRS Forms 1099 for Lawsuit Settlements
2025-04-01
The Basics of Tax Reporting in Legal SettlementsWhen you collect a settlement for a lawsuit, you’ll likely also receive a Form 1099 from the IRS. This form serves…Read More →
Valuation Ratio Calculating the EV / 2P
2025-04-01
When it comes to analyzing a company’s financials, there are many avenues we can take. One way is through multiples; calculating the EV/2P multiple is the focus of this analysis…Read More →
Reasons to Consider Out-of-State Municipal Bonds
2025-04-01
Municipal bonds (also known as munis) are issued by a state or local government. Interest income is typically paid out twice a year and is not subject to federal taxes. When an investor purchases a bond issued…Read More →
7 Ways to Teach Your Kids to Save
2025-04-01
Of all the things you teach your kids when they’re young, saving money just might be one of the most important. Teaching them to delay gratification could help them avoid unnecessary spending and help them learn…Read More →
Understanding the Differences Between FCFF and NOPAT
2025-03-01
When it comes to financial analysis, there are two metrics that internal stakeholders and external users, such as investors and analysts, can use to assist with analyzing a business’ operations.Read More →
Defining Net Revenue Retention (NRR)
2025-03-01
The subscription economy, according to Forbes, is expected to reach $1.5 trillion in revenue for businesses. With the potential likely realized this year, it’s vital to understand how it is tracked – and more importantly, how…Read More →
What’s New in Identity Theft?
2025-03-01
Identity theft is when someone steals your personal information and then uses it to commit fraud. They may access your Social Security or Medicare number, employee ID, utility, credit card or bank account numbers. Once the scammer has this…Read More →
6 Tax Filing Tips & Important Info for 2025
2025-03-01
As Benjamin Franklin said, there’s only two certainties in life: death and taxes. With the former, you don’t have much control over; however, the latter can be affected. That’s why we’re here to give you some…Read More →
Dissecting Bookings and Annual Recurring Revenue
2025-02-01
With the number of Amazon Prime member subscribers growing from 58 million in 2016 to 180 million in 2024, according to Statista, there’s a sustained recurring subscription model that one of America’s most successful…Read More →
2025 U.S. Tax Legislation Forecast: What to Expect
2025-02-01
As 2025 unfolds, U.S. tax policy is poised for significant shifts, particularly with a new Republican administration under President Donald Trump. The year ahead will likely see a range of tax reforms, largely driven by the…Read More →