Sarah Smith, Author at Anthem Strategy and Advisory

Tax Preparation vs Tax Planning: What’s the Difference?

Most business owners think they’re doing tax planning when they’re really just doing tax preparation. Understanding the difference between these two services can save you thousands of dollars and fundamentally change your relationship with taxes. TO SUM IT UP: Tax Preparation Tax Planning THEIR TIMING: Tax Preparation During tax season (Jan-April). Tax Planning Year-round ongoing […]

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Manufacturing Tax Deductions: Q4 Equipment Purchases

Uncategorized / Sarah Smith

For manufacturing businesses, equipment represents both your production capacity and one of your most significant tax planning opportunities. As the fourth quarter unfolds, the decisions you make about equipment purchases, upgrades, and timing can dramatically impact your tax liability. Understanding manufacturing equipment tax deductions and implementing the right strategies before December 31 can save your

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Farm Tax Planning: Why Fall Harvest is the Best Time

Uncategorized / Sarah Smith

As combines roll through fields and grain bins fill, farm tax planning moves from back-burner to urgent priority. The fourth quarter represents your final opportunity to implement strategies that reduce your tax liability for the year. Unlike businesses operating on relatively stable income schedules, agricultural operations face unique timing considerations. Harvest revenue arrives concentrated in

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Year-End Tax Planning: Start Now, Not January

Uncategorized / Sarah Smith

We see the same pattern every January: clients wishing they had more time to implement year-end tax planning strategies. The reality is that once December 31st passes, your opportunities to reduce tax liability for the current year are gone. That’s why fourth-quarter tax planning is crucial for anyone who wants to save thousands of dollars.

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Running Out of Time for a 1031 Exchange? Your Q4 Action Plan

Article / Sarah Smith

Few tax strategies generate anxiety quite like a looming 1031 exchange deadline. If you sold investment property earlier this year with plans to defer capital gains through a like-kind exchange, the calendar is now your adversary. The 1031 exchange deadline rules are absolute, meaning if you miss them by even one day, and you’ll owe

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Harvest Season = Tax Planning Season: Year-End Moves for Winery Owners

Uncategorized / Sarah Smith

As harvest wraps up and you’re processing this year’s crush, there’s another crucial activity that shouldn’t wait: winery tax planning. October through December offers a strategic window for vineyard and winery owners to implement tax-saving moves that can significantly impact your bottom line. With just weeks remaining in the tax year, now is the time

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The Pricing Mistake 90% of Service Businesses Make

Uncategorized / Sarah Smith

By Brian Keyser | Director of CFO Services at Anthem I’ve reviewed hundreds of service business financials over the years, and I see the same service business pricing mistake over and over: They price based on what they think customers will pay, not on what they actually need to charge to be profitable. It’s killing

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The 15-Minute Weekly Cash Flow Review Method

Article / Sarah Smith

By Brian Keyser | Director of CFO Services at Anthem Most business owners don’t know that some simple cash-flow checks could save their business. I’ve seen it happen too many times: profitable businesses that failed because they ran out of cash at the wrong moment. The warning signs were there for weeks, but no one

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Oregon’s Maximum Rent Increase for 2026 Has Been Set

Uncategorized / Sarah Smith

The maximum rent increase Oregon for 2026 has been set. The Oregon Department of Administrative Services (DAS) announced that for most long-term residential rentals, landlords may raise rent by up to 9.5%. This limit applies to properties built 15 years ago or more. Newer buildings (less than 15 years old) are not covered by this

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Transfer Portal is Heating up, While Compliance is Cooling Down

Uncategorized / Sarah Smith

As the NCAA works toward finalizing dates for the college football transfer portal, NIL collectives are bracing for another intense winter of spending. But this time, the landscape looks even more uncertain. Reports indicate that several third-party collectives have begun sidestepping the NIL Go clearinghouse, raising serious questions about enforcement and oversight. The NIL Go

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