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Small Business

Financial management strategies and tools for small business owners

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Pre-Need Funeral Trust Accounting: How to Track Future Obligations and Recognize Revenue Correctly
·mike

Pre-Need Funeral Trust Accounting: How to Track Future Obligations and Recognize Revenue Correctly

Pre-need funeral payments are not revenue until service — they're trust liabilities. Accrual, revenue recognition, and compliance for 2026.

small-business
accounting-basics
financial-reporting
Ramp Data: Companies Replacing Freelancers With AI — What 0.66% to 0.14% Spend Says About Hiring
·mike

Ramp Data: Companies Replacing Freelancers With AI — What 0.66% to 0.14% Spend Says About Hiring

Ramp: freelancer marketplace spend fell 0.66%→0.14% while AI model spend rose to ~3%; top freelancer spenders shifted fastest — what it means for hiring.

small-business
freelance
ai
Ramp Stack and the Rise of the "AI Operating System" for Accounting: What the $44B Ramp Launch Means for Firms and Small Business Clients in 2026
·mike

Ramp Stack and the Rise of the "AI Operating System" for Accounting: What the $44B Ramp Launch Means for Firms and Small Business Clients in 2026

Ramp launched Stack June 3, 2026 — an AI operating system for accounting firms that deploys agents for close, reconciliations, and journal entries. Learn what it automates and where human review remains.

small-business
accounting
automation
Reducing RMDs With QCDs in 2026: How a $111,000 Charitable Distribution Lowers Your Required Minimum
·mike

Reducing RMDs With QCDs in 2026: How a $111,000 Charitable Distribution Lowers Your Required Minimum

QCDs up to $111,000 in 2026 let IRA owners 70½+ give directly to charity, satisfy RMDs, and exclude the distribution from income.

small-business
retirement-savings
tax-planning
The Reshoring Boom That Isn't: What Tariff-Driven Price Hikes Mean for Small Businesses in 2026
·mike

The Reshoring Boom That Isn't: What Tariff-Driven Price Hikes Mean for Small Businesses in 2026

KPMG's 2026 tariff survey found 55% of businesses plan further price hikes, while reshoring remains rare — only a slow shift from evaluation to execution. Learn why manufacturers prefer hikes to moving.

small-business
operations
financial-management
Retail Delivery Fees Are the Next Sales Tax Headache: What Colorado and Minnesota Charge and Who Must Collect
·mike

Retail Delivery Fees Are the Next Sales Tax Headache: What Colorado and Minnesota Charge and Who Must Collect

Colorado charges $0.29 per retail delivery and Minnesota $0.50 on orders $100+ — separate from sales tax. Thresholds, collection, and bookkeeping for 2026.

small-business
tax-compliance
e-commerce
SAFE Banking Revived June 2026: What the New Bill Means for Cannabis Businesses Seeking Banking
·mike

SAFE Banking Revived June 2026: What the New Bill Means for Cannabis Businesses Seeking Banking

June 24 2026 SAFE Banking reintroduced (38 pages) — safe harbor for banks serving state-legal cannabis, plus loans, debit, and mortgage access.

cannabis
banking
compliance
Inside the SBA's Nationwide PPP and EIDL Fraud Sweep: What Legitimate Borrowers Should Know as State-by-State Suspensions Keep Coming in 2026
·mike

Inside the SBA's Nationwide PPP and EIDL Fraud Sweep: What Legitimate Borrowers Should Know as State-by-State Suspensions Keep Coming in 2026

The SBA suspended 7,800 Wisconsin borrowers tied to $375M in suspected PPP/EIDL fraud — part of a $10B+ nationwide sweep. Learn what legitimate borrowers should verify now and how to respond if flagged.

small-business
finance
compliance
Section 174A Is Back: How OBBBA Restored Immediate R&D Expensing for Small Businesses in 2026 (and the New Form 6765 Reporting Rules)
·mike

Section 174A Is Back: How OBBBA Restored Immediate R&D Expensing for Small Businesses in 2026 (and the New Form 6765 Reporting Rules)

OBBBA created Section 174A to permanently restore immediate expensing for domestic R&E after Dec 31, 2024. Learn the retroactive window that closed July 6, 2026, the new mandatory Form 6765 Section G for 2026, and how to tag domestic vs foreign costs by business component.

small-business
tax-compliance
r-and-d
Social Security Wage Base Rises to $184,500 in 2026: What Employers Must Withhold and Match
·mike

Social Security Wage Base Rises to $184,500 in 2026: What Employers Must Withhold and Match

SSA raises Social Security wage base to $184,500 for 2026 (from $176,100) — 6.2% to $11,439 cap, plus 0.9% Medicare over $200K. Payroll update for 2026.

small-business
payroll
tax-compliance
Square vs. Shopify POS vs. Clover vs. Helcim: How Small Businesses Should Actually Choose a POS in 2026
·mike

Square vs. Shopify POS vs. Clover vs. Helcim: How Small Businesses Should Actually Choose a POS in 2026

Square is free and simple, Shopify wins for ecommerce, Clover lets you choose a processor, Helcim is interchange-plus. Learn the fee, hardware, and bookkeeping differences that decide the right POS in 2026.

small-business
point-of-sale
payments
State Commercial Financing Disclosure Laws Keep Spreading: What Lenders and Brokers Must Disclose in 2026
·mike

State Commercial Financing Disclosure Laws Keep Spreading: What Lenders and Brokers Must Disclose in 2026

California, New York, Utah, Florida and more now require cost disclosures for commercial loans, MCA and factoring — what triggers disclosure and how to comply.

small-business
compliance
legal
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