Issue 60 – Year-End Tax Planning

Issue 60 – Year-End Tax Planning

It's Not Too Late to Mitigate Your 2022 Tax Bill

Tax planning is often overlooked when small businesses rush to close out year end. However, year-end tax planning gives you the opportunity to take advantage of tax-cutting strategies before December 31 and get a head start on planning for 2023.


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Employee Retention Tax Credit, What You Need to Know

As a means of boosting the economy during the onset of COVID-19, the Coronavirus Aid, Relief, and Economic Security Act (CARES) was enacted into law in March 2020. 


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By Ted Rose December 8, 2025
In today’s increasingly complex business landscape, the Chief Financial Officer plays a more strategic role than ever before. While many organizations view the CFO strictly through the lens of financial reporting, the modern CFO is better described as the conductor of the organization’s financial orchestra —bringing together finance, accounting, tax, compliance, and technology into a cohesive performance that drives growth.  In this video, Ted Rose breaks down how CFOs orchestrate each function and why many growing companies now leverage Finance as a Service models to support this work.
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