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Strategic QSB Election Timing to Maximize R&D Tax Credit Value for Life Sciences Companies

For emerging life sciences companies, the Qualified Small Business (QSB) election under IRC §41(h) offers a critical opportunity to monetize research and development (R&D) tax credits by applying them against payroll tax liabilities. However, the strategic decision of when to first make the QSB election is often overlooked. Thoughtful timing, particularly in an industry characterized…

Articles

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Valuation as an Operating Discipline in Digital Health: A CFO Playbook

In digital health, valuation is often treated as a technical requirement-something performed for compliance, reporting, or transaction support. For CFOs, however, valuation is most valuable when it functions as a recurring operating discipline: a structured way to understand risk, test assumptions, and inform decisions under uncertainty. Used correctly, valuation does not simply answer questions of…

Articles

How AI Agents Automate Workflows in Dynamics 365 Business Central

AI agents in Dynamics 365 Business Central work as intelligent assistants that help users to perform and automate routine business processes. They reduce time spent on repetitive tasks such as data entry, document processing or setting up prices. The main benefit of AI agents is that they reduce manual effort and human intervention, improve data…

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SIRS Update: What It Did — and What It Didn’t Do: A Clear, Practical Guide for Condominium Owners and Board Members

The State of Florida updated the laws governing Structural Integrity Reserve Studies (SIRS) through House Bill 913, effective July 1, 2025. These changes aim to alleviate some financial pressure on associations while maintaining the state’s long-term building-safety goals. Here’s what you need to know, explained simply, without legal jargon. What the Update Did Do 1….

Articles

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Tokenized Stocks Are Coming – What Public Accountants Need to Know

Tokenized stocks are getting closer to becoming a reality in the U.S., and us accountants will soon have to review and audit them. These digital versions of stocks don’t always act like the regular shares we’re used to. As Nasdaq and the NYSE work on blockchain‑based versions of stocks, accountants need to prepare for assets…

Articles

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CMMC News: DoD Suspends Phase II Requirements: What Changes and What Doesn’t

Organizations following the latest CMMC news should be aware that on July 13, 2026, the Department of Defense (DoD) announced the immediate suspension of CMMC Phase II requirements, which had been scheduled to take effect on November 10, 2026. While the certification timeline has changed, Phase I self-assessment requirements remain fully in place. The DoD…

Articles

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From Strategy to Adoption: Making AI Work for Not-for-Profits Artifical intelligence in heart representing non-profits

From Strategy to Adoption: Making AI Work for Not-for-Profits

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Moonshots and Mop Buckets: The AI Investment Framework for Private Equity A digital representation showing the intersection of technology and finance, this image showcases an AI-enhanced stock chart, AI-Driven Stock Chart

A digital representation showing the intersection of technology and finance, this image showcases an AI-enhanced stock chart, AI-Driven Stock Chart

Moonshots and Mop Buckets: The AI Investment Framework for Private Equity

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2025 R&D Tax Credits Artificial intelligence assisted budgeting and finance management helps with analysis, tracking expenses, improving budget planning, and supporting financial decisions.

Artificial intelligence assisted budgeting and finance management helps with analysis, tracking expenses, improving budget planning, and supporting financial decisions.

2025 R&D Tax Credits

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Tax Alert: The Refund Avalanche After Kwong

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Understanding QSBS: The Most Valuable Tax Incentive for Founders

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The Road Ahead for U.S. Manufacturing: 2026 Economic Outlook

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From Seed to Series C: How to Build Investor‑Ready Financials

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AI Without the Hype in Mid-Market Operations — What Works (And What Doesn’t) Businessman use artificial intelligence AI technology for enhanced work efficiency data analysis and efficient tools, Unlocking work potential with AI solutions chatbot help solve work problems.

Businessman use artificial intelligence AI technology for enhanced work efficiency data analysis and efficient tools, Unlocking work potential with AI solutions chatbot help solve work problems.

AI Without the Hype in Mid-Market Operations — What Works (And What Doesn’t)

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