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OUR INSIGHTS SUITE
Tax Strategy, CFO Insights & NIL Finance for Founders and Athletes


What Happens When You Hire an Employee in Another State?
Hiring one remote employee in another state can trigger withholding registrations, unemployment accounts, and state filing obligations your payroll software never set up. Most businesses find out when the notices arrive. Here is what you are actually responsible for and how to stay ahead of it.

MJ Cunningham, EA
3 days ago6 min read


Owe the IRS But Can’t Pay? Texas Options You Should Know
Owing the IRS money you cannot pay in full is terrifying but ignoring it makes everything worse. Payment plans, settlement options, temporary collection holds, and penalty relief are all possibilities depending on your situation. Here is what Texans need to know about their IRS options before enforcement starts.

MJ Cunningham, EA
6 days ago3 min read


How Are NIL Deals Taxed for College Athletes? (Complete 2026 Guide)
NIL income is self-employment income. That means college athletes earning from brand deals, collectives, appearances, and social media sponsorships could owe 25 to 40 percent in federal, state, and self-employment taxes. Here is a complete 2026 guide to how NIL deals are taxed, what you can deduct, and how to avoid the most costly mistakes.

Aureus Advisory Partners
Apr 54 min read


Texas Franchise Tax Forfeiture: Complete Guide to Reinstating Your Business
Texas franchise tax forfeiture happens when a business misses required franchise tax or Public Information Report filings. The result is loss of good standing, inability to sign contracts, and personal liability exposure for owners. This complete guide covers what forfeiture means, the risks of staying forfeited, and exactly how to reinstate your Texas business.

Aureus Advisory Partners
Mar 253 min read


The Tax Strategy Most Business Owners Miss Until It’s Too Late
Most business owners miss their biggest tax savings because
they wait until filing season to think about taxes. By then
the year is over and the decisions are made. Real tax strategy
happens through entity structure, retirement contributions,
income timing, and clean books throughout the year, not
after the fact.

Aureus Advisory Partners
Mar 182 min read


Should You File a Tax Extension? What Business Owners Need to Know
A tax extension gives you more time to file, not more time to pay. For business owners with incomplete books, missing documents, or unfinished tax strategy, filing an extension is often the smarter move. Here is everything you need to know before the April deadline arrives.

Aureus Advisory Partners
Mar 113 min read


Tax Tips for Business Owners: How to Build a Healthier Relationship With the IRS
Most business owners only think about taxes when something goes wrong. Clean books, consistent tax savings, deadline awareness, and the right entity structure can completely
change your financial stress level. Here are 7 practical tax tips to help business owners build a proactive relationship with the IRS and stop getting surprised every April.

Aureus Advisory Partners
Feb 43 min read


How to Read Your P&L Like a CFO
Most business owners look at their P&L once a year and ask the wrong question. A CFO reads it monthly and asks what is driving profit, where margins are shrinking, and what to fix before it becomes a bigger problem. Here is how to read your Profit and Loss statement like a CFO and turn it into a real management tool.

Aureus Advisory Partners
Jan 74 min read


New Year, New Numbers: How to Set Financial Goals That Actually Stick in 2026
Vague goals like "make more money" do not work. Financial goals that stick are measurable, tied to real data, and aligned with your cash flow forecast. Here is a 10-step framework for setting business financial goals in 2026 that you will actually follow through on.

Aureus Advisory Partners
Dec 31, 20254 min read


Year-End Financial Prep: 10 Smart Moves to Finish the Year Strong
December is your last chance to reduce taxes, clean up your books, max out retirement contributions, and set your business up for a strong start to 2026. Here are 10 smart year-end financial moves every business owner should make before December 31.

Aureus Advisory Partners
Dec 24, 20253 min read


What the Government Shutdown Means for Small Business Owners and Tax Filings
A government shutdown does not pause your tax deadlines.
IRS operations are limited, SBA loans stall, and phone
support disappears, but your filing obligations stay in
full effect. Here is exactly what changes, what stays the
same, and what small business owners should do right now
to stay compliant and protect their cash flow.

Aureus Advisory Partners
Dec 17, 20254 min read


The CFO’s Holiday Checklist: How to Protect Your Cash Flow During December
December can quietly destroy your Q1 cash position if you are not paying attention. This CFO holiday checklist covers 10 moves every small business owner should make before year-end including collecting receivables, reconciling books, updating your cash flow forecast, and building a holiday cash cushion.

Aureus Advisory Partners
Dec 10, 20253 min read


How to Create a Budget That Actually Drives Profit (Not Just Spending)
A budget is not a restriction. It is a roadmap. Most business budgets fail because they track spending instead of directing it. Here is how to build a profit-driven business budget with monthly and quarterly rhythms, cash flow integration, and KPIs that tell you whether your plan is actually working.

Aureus Advisory Partners
Nov 20, 20254 min read


How to Build a 13-Week Cash Flow Forecast That Actually Works for Your Business
Profit does not equal cash. A 13-week cash flow forecast gives business owners a rolling 90-day view of exactly what is coming in and going out so you can hire, invest, and pay yourself with confidence instead of guessing. Here is how to build one that actually works.

Aureus Advisory Partners
Nov 13, 20255 min read


Year-End Tax Moves Every S-Corp Owner Should Make Before December 31
S-Corp owners have a narrow window before December 31 to reduce taxes, balance payroll, max out retirement contributions, and clean up their books. Here are 10 proven year-end moves that protect your profits and set your business up for a stronger 2026.

Aureus Advisory Partners
Oct 23, 20255 min read


The Power of the Solo 401(k): How to Build Wealth and Cut Taxes Before Year-End
The Solo 401(k) lets self-employed owners and S-Corp operators
contribute up to $69,000 annually in pre-tax dollars, slashing
taxable income while building long-term wealth. Here is how it
works, why it beats every other retirement plan, and what you
need to do before December 31 to lock in the benefits.

Aureus Advisory Partners
Oct 16, 20255 min read


Tax Strategies for High-Income Earners in 2026: Keep More of What You Make
High earners do not need loopholes to pay less in taxes. They
need strategy. Here are 10 IRS-approved ways to legally lower
your 2026 tax bill through smart entity structure, retirement
contributions, real estate deductions, and year-end planning.

Aureus Advisory Partners
Oct 9, 20254 min read
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