INSIGHTS
Written for the way
you actually earn.
Tax and business insights for artists, athletes, med spa owners, physicians and other owners.
Case Study
The K-1 that arrived in September
A physician extended her return four years running, waiting on partnership documents nobody was chasing. The fix was a calendar, not a strategy.
Case Study
Three years of returns that did not agree
A songwriter last three returns reported royalty income three different ways. Filing the current year meant first settling what the prior ones had said.
Case Study
Eleven states and one return
A season touched eleven states and the return reported one. The nonresident filings were not optional, and the resident credit was never claimed.
Case Study
The tour that grossed well and cleared little
A headline run grossed $2.3 million and returned $71,000 to the artist. Nobody could say where the rest went until the tour was costed date by date.
Case Study
Four income streams, one set of books
A professional athlete earned across salary, endorsements, appearances and an equity stake, with no single statement showing what any of it produced.
Case Study
The year the practice stopped overpaying
A four physician group paid $418,000 of federal tax on $1.6 million of profit with no plan behind the number. The plan, not the number, was the problem.
Event
Own a Machine. Not a Job.
Why most businesses fail, the difference between owning a business and owning a job you happen to own, and what actually drives revenue, profit and cash flow.
Case Study
The signing bonus sourced correctly
A veteran signed a four year deal carrying a $12 million signing bonus. The saving came from three sentences in the contract and the date he read them.
Case Study
The Aesthetic ROI: knowing the numbers
A med spa owner earning $1.5 million could not say which services made the money. Unit economics answered it, and the second location was built from operating cash.
Case Study
Independence is a financial decision
A six physician practice had a hospital system offer on the table and no way to value it. Normalized earnings answered the question in numbers.
Case Study
Profitable on paper, empty in the account
A specialty contractor doing $6.2 million could not explain why a profitable year left nothing in the bank. One job type was the answer.
Case Study
The offer that arrived before the plan
A $9 million offer, and a purchase price allocation nobody had priced. The largest number in this case is the one that could not be recovered.
Case Study
The Touring Year: income in bursts
A recording artist and actor earned $1.4 million across an advance, a tour and residuals, with nothing withheld and fourteen states to answer to.
Case Study
The New Playbook: mastering ten locations
A retired professional athlete acquired ten identical retail franchises and found that running ten was nothing like running one.
Blog
Why Growing Revenue Does Not Always Mean Growing Wealth
Gross on the tour settlement is not what reaches the artist. Here is where it goes.
Blog
The med spa numbers that actually decide the year
Revenue per treatment room, provider utilization and product cost are the three numbers that move a med spa.
Blog
Tax mistakes that quietly cost performers more than expected
Multi state duty days, loan out entities and deferred income are where the surprises come from.
Blog
Why athletes need business systems, not just bigger checks
A short career pays in bursts across several states. Systems are what turn that into something that lasts.