Archive for category: Insights

Dive Into the One Big Beautiful Bill (OBBB): Maximizing the New R&D Tax Credit Opportunities

Dive Into the One Big Beautiful Bill (OBBB): Maximizing the New R&D Tax Credit Opportunities

  At Agility Financial Partners, we’re always focused on helping our clients nimbly navigate the financial landscape, from the nooks and crannies to the wide unknowns. And right now, there’s much to uncover when it comes to the nearly 1,000-page One Big Beautiful Bill (OBBB). Let’s focus on one element:

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Do I Need to File a Form 1099? Your Questions Answered

Do I Need to File a Form 1099? Your Questions Answered

With 2017 fast coming to an end, it’s time to start preparing for 1099 filings – many of our clients struggle with understanding who to issue Forms 1099 for.  Generally speaking, all persons or businesses providing business services who are not paid via payroll need a 1099.  The definition of

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Compliance with Reg CF: Is Your Accountant “Independent”?

Compliance with Reg CF: Is Your Accountant “Independent”?

Posted with permission from CrowdCheck, Inc. Every company offering securities to investors under Regulation Crowdfunding (“Reg CF”) is required to provide financial statements that are prepared in accordance with generally accepted accounting principles. For offerings seeking over $107,000, those financial statements are required to be reviewed by an independent public accountant

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