Fusion CPA I Atlanta Tax, Accounting, & Bookkeeping CPAs

Are you starting the new year with a proactive approach to financial planning? If you haven’t yet explored the 13-Week Cash Flow Forecast, now is the perfect time to discover this powerful tool. ??

The best client relationships feel like friendships. They’re built on trust and mutual respect.? When clients treat me like part of their team instead of just a vendor, I go above and beyond for them because I genuinely want them to succeed.? If you’re working with outside vendors or advisors, ask yourself:? Are you treating them like partners?

State revenue allocation affects how much tax your business owes—especially if you operate in multiple states. Understanding apportionment rules and tax policies is key to staying compliant & minimizing liabilities. ? How states collect & allocate revenue ? Apportionment rules & their tax impact ? Key apportionment methods ? Tips to optimize your tax position Understanding state revenue allocation helps businesses stay compliant, minimize tax liabilities, and avoid audits. Need expert guidance? Our team at Fusion CPA is here to help! ?? Full blog: https://lnkd.in/dnrH2_mW

Paying more taxes than you should? Pass-Through Entity Tax (PTET) is like finding extra money in your business - legally. ?? With PTET, S corporations and partnerships are allowed to pay state income taxes at the entity level, helping business owners bypass the $10,000 State and Local Tax deduction limit to potentially lower their federal tax bill. Is PTET right for you? While it offers great benefits, there are key factors to consider: ?? PTET isn’t available in every state, and even where it is, the rules vary widely. ?? Some states use flat tax rates, while others have graduated rates that change with income - impacting your actual savings. ?? Not all states offer reciprocity, meaning you could face double taxation if you’re not careful. ?? Take compliance costs into account! If admin fees outweigh your tax savings, PTET may not be worth it. ?? Need more information, or want to know if PTET is right for you? Contact us today!

Running a family business is exponentially harder than running a non-family one. The lines between work and home blur, emotions run high, and holidays often turn into board meetings.? But when done right, family businesses build loyalty and long-term profitability that’s hard to match.? The key?? Clear roles, strong communication, and knowing when to turn “business mode” off.

Do you know why so many family businesses struggle to grow beyond the second generation? One of the biggest stumbling blocks is overlapping responsibilities and unclear roles. Whether you’ve inherited your business or built it from the ground up, without clear roles and processes, you can seriously jeopardize lasting, generational growth. So how do you know if your business has this problem? Common red flags include: ?? Duplicate efforts. Multiple family members tackling the same task. ??Gaps. Critical responsibilities are being overlooked entirely. ??Bottlenecks. Decision-making and approvals piling up due to unclear ownership. And how do you remedy this? 1?? Start by identifying overlapping roles within your business 2?? Create clear job descriptions and responsibilities 3??Establish a formal organizational chart that clearly outlines reporting lines and decision-making authority 4??Review and adjust as needed, using performance data and long-term business goals From here, it’s easier than ever to tackle other inefficiencies and establish clear processes and consistency across tasks. Need help, or not sure where to start? ?? Chat to an expert! At Fusion CPA we are dedicated to providing expert guidance and specialized strategies to help your business grow and thrive across generations.

With ongoing tariff uncertainties and evolving trade policies under the new Trump administration, businesses with significant U.S. sales must make critical decisions. Should you absorb the costs, adjust pricing, or consider a U.S. presence? ? Key considerations: ?? Does your supply chain allow for U.S.-based production? ?? How will international tax structures impact profit distributions? ?? Which business entity is best for long-term growth and compliance? At Fusion CPA, we help multinational companies assess tax implications and strategic opportunities to stay competitive. Is your business prepared for these changes??? ?? Read our latest insights: https://lnkd.in/dD7a-e-J

Want to save money on your S Corp taxes? ?? Our FREE Tax & Accounting Guide for S Corporations covers everything you need to know to maximize deductions, optimize income distribution, and keep more money in your business. ?? Pay yourself the right way ?? Maximize tax deductions ?? Take advantage of tax credits ?? Avoid costly mistakes ?? Get your free guide now! Complete the form to access expert insights. [https://2ly.link/23GlZ] #SCorp #TaxSavings #SmallBusiness

The tax deadline for S Corps and Partnerships is only 15 business days away (March 17). If you're still scrambling to finalize your financials, slow down. File an extension. Keep working to get them finalized, but don't "finalize" them without being 100% certain of their accuracy. Not worth it, and there's no harm in an extension.

Without a plan, the unexpected can put everything at risk. Let’s talk about how to secure what you’ve built. ?? Your legacy deserves more than “we’ll figure it out later.” ??? Do You Have a Risk Management Plan for Your Family Business? ?? https://lnkd.in/dMxSkHds