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.


read more

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. 


read more

Share this article:

Visit Us On:

By Ted Rose October 24, 2025
Ted Rose was interviewed on the Jet Setting Wealth Advisory podcast by David T. Yu. Ted shared his journey from Pricewaterhouse to founding a pioneering finance-as-a-service firm, transforming traditional accounting into a strategic growth engine. Learn how his AI-enabled platform, Easby, helps CEOs and CFOs make faster, more informed decisions while maintaining compliance and operational efficiency.
By Ted Rose October 24, 2025
Join finance, accounting, and project management experts Ted Rose (ROSE), Wally Angel (ROSE), and John Connolly (Scaling Strategies) on November 13th at 12:00 PM ET for an in-depth session on building the right project foundation for long-term success.
By Ted Rose October 23, 2025
Issue 101 - Fund Growth Smarter with R&D Credits + FaaS
More Posts