EDITORIALS
Thoughtful perspectives on the decisions that shape businesses and the financial lives of the people behind them.
Advisory
An annual budget provides a financial plan for the year. But when revenue, costs, or business priorities change, management needs to know whether that plan still reflects what is likely to happen.
Rich Nassar, CPA, MBA/October 26, 2026/4 min read
Advisory
An annual budget provides a financial plan for the year. But when revenue, costs, or business priorities change, management needs to know whether that plan still reflects what is likely to happen.
Rich Nassar, CPA, MBA/October 26, 2026/4 min read
Tax
For high-income individuals, some of the most valuable tax-planning decisions must be made before the year ends. A review of income, investments, deductions, and estimated payments can help identify opportunities that may no longer be available when it's time to file.
Rich Nassar, CPA, MBA/October 19, 2026/4 min read
Tax
Investors who deferred capital gains through Qualified Opportunity Funds face an important tax event at the end of 2026. The deferral period is ending, but the investment itself may continue.
Rich Nassar, CPA, MBA/October 17, 2026/5 min read
Fractional CFO
A business can be profitable, growing, and still find itself short on cash. A 13-week cash flow forecast helps management understand what is coming before it becomes a problem.
Rich Nassar, CPA, MBA/October 15, 2026/9 min read
Private Client
For high-income individuals and business owners, the question often isn’t which advisor you need. It’s whether the people advising you are working from the same financial picture.
Rich Nassar, CPA, MBA/September 9, 2026/6 min read
Tax
For people with increasingly complex financial lives, the most important tax decisions often happen long before a return is filed.
Rich Nassar, CPA, MBA/September 3, 2026/7 min read
Accounting & Ownership
Owning several businesses or entities creates a different kind of financial challenge. Each one needs clean records of its own, but someone still needs to understand how all of the pieces fit together.
Rich Nassar, CPA, MBA/August 28, 2026/8 min read
