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  • AnnouncementsBudgeting & ForecastingNewsR&DR&D Tax Credit

    Claim Your R&D Tax Credit With Your Tax Return!

    by Ashwini Vasudeva January 27, 2022
    January 27, 2022

    Whether or not you are a football fan, you probably know the Super Bowl is right around the corner – and it will be played right here in the Golden …

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  • Budgeting & ForecastingCFO AdvisoryCFO ServicesOutsourced CFO

    5 Steps Businesses Can Implement to Achieve 2022 Vision

    by Ashwini Vasudeva January 19, 2022
    January 19, 2022

    It’s that time again – when thoughts turn to creating new habits that will help us get in shape. Resolutions are made to spend less time staring at digital screens …

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  • AnnouncementsBudgeting & ForecastingNewsR&DR&D Tax CreditSmall BusinessStartups

    Budgeting and Forecasting Tips for 2022 – 5 Best Practices to Keep You on the Right Track

    by Ashwini Vasudeva December 13, 2021
    December 13, 2021

    Traveling is always an adventure, regardless of the mode of transportation – especially during the holiday season. For some, just driving near a shopping mall can be exasperating. Having proper …

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  • AnnouncementsIRS RequirementsR&DR&D Tax Credit

    Big Changes on the Horizon for R&D Tax Credits as IRS Issues New Procedural Filing Requirements

    by Sandhya Mukkamala November 18, 2021
    November 18, 2021

    On October 15, 2021, the Chief Counsel of the IRS quietly released a new procedural requirement for businesses claiming refunds for research tax credits, kicking up some clouds of doubt …

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  • CFO AdvisoryCFO ServicesOutsourced CFO

    Take An Assessment of Business Process and Tie it up with CFO Advisory!

    by Ashwini Vasudeva October 22, 2021
    October 22, 2021

    In our September blog – Redefining the Role of the CFO – we drew an Olympics analogy: a team’s success depends on the contributions of every member. Incomplete teams simply …

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  • AnnouncementsCFO AdvisoryCFO ServicesOutsourced CFO

    Redefining the Role of CFO

    by Ashwini Vasudeva September 23, 2021
    September 23, 2021

    After a one-year delay, Tokyo finally hosted the 2020 Summer Olympics. Fans cheered on their nation’s star performers, hoping their team would set new records and bring home the gold. …

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Recent Posts

  • July 6, 2026: The R&D Tax Credit Deadline That Could Cost You Three Years of Refunds 
  • Cash Flow Forecasting for SaaS Startups: Stop Guessing, Start Seeing 
  • R&D Tax Credits for Software Companies (2026 Guide)
  • Section 174 After OBBBA: R&D Expensing Rules for 2026
  • GO-156 Reporting for California Utilities

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