Blog: Insights From the Fastlane

California Expands Retirement Plan Mandate 🚨 Action needed by December 31, 2025 California has expanded its retirement mandate to the smallest employers. If you have even one W-2 employee (other than the owner or owner’s spouse) and do not sponsor a qualified plan, you must either (a) adopt a private plan (e.g., 401(k), SIMPLE IRA) or (b) register

Most entrepreneurs start with passion and grit. What they usually don’t start with is a seasoned CFO in their corner. That’s where the cracks begin to show: cash flow headaches, tense bank conversations, stalled growth, or even a looming sale that could leave money on the table. A boutique CFO firm like ours exists to fix that gap. We bring executi

1. Equipment & Asset Purchases Goal: Maximize Section 179 and Bonus Depreciation benefits. ✅ Before Purchase Forecast taxable income for the year to determine how much expense you can absorb without creating unnecessary losses.Identify qualifying assets with ≤ 20-year recovery period (e.g., tractors, combines, grain bins, breeding livestock, ir