ROSE Report – Strategies for Growth in 2024

Issue 71 - Strategies for Growth in 2024

ROSE Report Mountains

Strategic Planning: Nurturing Growth and Adaptability for the Year Ahead

As the year draws to a close, businesses engage in a routine yet pivotal phase: strategic planning for the coming year. This process can shape the trajectory for success and substantial growth in the year ahead. Effective strategic planning involves more than just goal setting; it involves navigating a dynamic market, recognizing challenges, and leveraging emerging trends. Therefore, strategic planning isn’t merely about imagining success but creating a resilient roadmap that is adaptable to change. With this in mind, let’s explore how effective strategic planning can drive significant organizational growth.


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2023 Tax Planning Strategies for Business Growth and Efficiency

As the end of the year approaches, strategic tax planning becomes critical element for businesses aiming to minimize taxes, maximize cashflow and pave the way for growth. Leveraging smart tax strategies can reduce taxable income, enhance operational resilience, and improve cash flow.


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By Ted Rose July 10, 2025
Issue 95 - Priorities Are Changing—Are Your Plans at Risk?
By Ted Rose July 10, 2025
By WALLY ANGEL , ROSE FINANCIAL SOLUTIONS
By Ted Rose July 9, 2025
Major tax reform is here—are you ready to leverage it to your advantage? The One Big Beautiful Bill Act (OBBBA), signed in July 2025, has some provisions taking effect on January 1, 2025, with sweeping changes that impact how you plan, invest, and report. Whether you're a government contractor, scaling business, or a nonprofit with taxable income, this 45-minute session will give you the insights to move forward with clarity and confidence.
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