When a business owner goes to the bank for financing, it’s not just about having a good story or a long relationship with the institution. Banks follow specific frameworks when reviewing loan applications, and understanding those frameworks can make all the difference...
Choosing the right banker or broker is one of the most important steps when selling your business. Here’s how to find an advisor who understands your goals, your industry, and your future and can help you get the best outcome.
Selling real estate can trigger a variety of taxes, from capital gains to depreciation recapture. Learn how primary residence exclusions, long-term rates, and smart planning can help you reduce the tax hit before you close.
A 1031 exchange is one of the most powerful tax strategies for real estate investors. By reinvesting profits from a property sale into another like-kind property, you can defer capital gains taxes, preserve more capital, and grow your portfolio faster.
On September 17, 2025, the Federal Reserve cut its benchmark interest rate by 0.25% to a target range of 4.00%–4.25%. Framed as a “risk-management cut,” the move sparked debate among economists and investors about whether deeper cuts are coming. Here’s what the Fed’s decision could mean for your cash, loans, and portfolio over the next 6–12 months.
The QBI deduction is now permanent under the One Big Beautiful Bill Act. Learn what’s changed, how to optimize your income, and why pass-through business owners should revisit their tax strategy for long-term savings.
AI startups face unique financial challenges that require more than basic bookkeeping. At SouthcoastFP, our Client Accounting & Advisory Services (CAAS) are designed to help high-growth tech companies stay compliant, improve cash flow, and present investor-ready financials. From forecasting burn rate to building scalable systems, we support AI founders every step of the way.
Unlock full R&D expensing with the One Big Beautiful Bill Act. Learn how to amend past returns, boost cash flow, and maximize your tax savings now.
Learn why C-Corporation structure can save millions in taxes, attract investors, and fuel growth—key advantages most entrepreneurs overlook.
Thinking of relocating your business? Learn how to avoid the multi-state tax trap that can lead to audits, double taxation, and costly mistakes.
