Market Intelligence

Insights & Strategy

Observations on tax policy, cash flow architecture, and the mechanics of wealth preservation.

FEATURED ANALYSIS

Revenue is Vanity. Profit is Sanity. Cash is King.

Many business owners obsess over the top line while bleeding from the bottom line. In this brief, we deconstruct the "Growth Trap" and why your P&L might be lying to you about your solvency.

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The S-Corp Election: Timing is Everything

Moving to an S-Corp structure can save thousands in self-employment tax, but triggering it too early—or too late—can result in unnecessary compliance costs or IRS scrutiny.

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Real Estate as a Tax Shield

Understanding how depreciation recapture and cost segregation studies can turn your physical assets into powerful deductions against your active income.

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The 13-Week Cash Flow Forecast

Why the standard "Statement of Cash Flows" is useless for day-to-day management, and how a rolling 13-week forecast can prevent liquidity crises before they happen.

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Changes to 1099 Reporting in 2025

The IRS has lowered the threshold for digital transactions. If you use Venmo, PayPal, or Stripe for business, here is what you need to know to avoid an audit trigger.

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LLC vs. Sole Proprietorship

Legal protection is not the only reason to formalize. We analyze the tax implications and credibility factors that come with the "LLC" designation.

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