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Insights is our series of tax, accounting and pharmacy related articles to help our clients navigate the financial landscape. Insights also provides the opportunity for our professionals to demonstrate their industry knowledge and experience through tax and business related tips, advice and news.
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Christopher Fleming, EA
Dec 9, 20243 min read
The Pharmacy Profitability Playbook: Understanding Key Metrics and Margins
By understanding and tracking key metrics and margins, you can make informed decisions that drive profitability and long-term success.
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Christopher Fleming, EA
Dec 5, 20243 min read
Demystifying Business Loans: What Independent Pharmacies Need to Know
Whether you’re looking to expand services, upgrade technology, or manage cash flow during challenging times, understanding your loan options
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Christopher Fleming, EA
Dec 5, 20242 min read
Top 5 Financial Pitfalls Independent Pharmacies Face and How to Avoid Them
Here are five common financial pitfalls that independent pharmacies face and actionable strategies to overcome them.
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Christopher Fleming, EA
Dec 5, 20242 min read
Year-End Financial Checklist for Independent Pharmacies
By following this checklist, independent pharmacy owners can close out the year with confidence, knowing their finances are in order and the
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Christopher Fleming, EA
Dec 5, 20242 min read
Exit Strategies and Succession Planning for Independent Pharmacies
Without a predefined agreement, disputes over valuation, terms, or transition processes can escalate quickly. An exit strategy helps set
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Christopher Fleming, EA
Nov 16, 20243 min read
Top 10 Most Valuable Tax Tips for Small Businesses
As the end of the year approaches, now is the perfect time to take stock of your finances and make moves that could benefit your tax situati
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Christopher Fleming, EA
Nov 14, 20245 min read
The Short-Term Rental Tax Strategy: What Investors Need to Know
The short-term rental tax strategy is an advanced tax strategy that allows short-term rental investors to offset their earned income
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Christopher Fleming, EA
Nov 2, 20245 min read
The History and Evolution of Income Tax in the United States
Before the introduction of income tax, the federal government funded itself primarily through tariffs, excise taxes, and land sales.
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Christopher Fleming, EA
Sep 26, 20244 min read
The Corporate Transparency Act - What You Need to Know
The Corporate Transparency Act - What You Need to Know
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Christopher Fleming, EA
Jul 10, 20243 min read
How Accountable Plans Save Taxes
An accountable plan is a reimbursement policy used by businesses to reimburse employees for business expenses tax free.
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Christopher Fleming, EA
Apr 19, 20243 min read
Tax Credits Every Small Business Owner Should Know About
Running a small business is rewarding but comes with its challenges, including managing taxes.
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Christopher Fleming, EA
Apr 19, 20244 min read
Amending Income Tax Returns After Receiving the Employee Retention Credit
In 2020, the government responded to the COVID-19 pandemic by passing the CARES Act, which included a refundable tax credit known as the...
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Christopher Fleming, EA
Feb 18, 20243 min read
The Wrong Accountant Can be Costly
The Wrong Accountant Can be Costly
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Christopher Fleming, EA
Jan 15, 20244 min read
10 things to consider when preparing to file your 2023 taxes.
10 things to consider when preparing to file your 2023 taxes.
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Christopher Fleming, EA
Aug 29, 20233 min read
Income Tax Preparation vs. Proactive Tax Planning
Income Tax Preparation vs. Proactive Tax Planning
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Christopher Fleming, EA
May 15, 20233 min read
Benefits of Filing a Tax Extension
Benefits of Filing a Tax Extension
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Christopher Fleming, EA
Mar 23, 20232 min read
ERC Scams Make the IRS Dirty Dozen List.
ERC Scams Make the IRS Dirty Dozen List.
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Christopher Fleming, EA
Mar 21, 20231 min read
How to Take a Tax Deduction for Team-Building Activities
How to Take a Tax Deduction for Team-Building Activities
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Christopher Fleming, EA
Feb 25, 20233 min read
Business Record Retention Schedule
Business Record Retention Schedule
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