Key Takeaways You can significantly reduce your tax burden during a business exit by understanding the distinctions between capital gains, ordinary income, and state taxes,
Key Takeaways For businesses, financial consulting is a high-demand value-add service that dramatically improves financial outcomes. It delivers professional advice specifically focused on each firm’s
Walnut Creek, California, is a thriving city located in the San Francisco Bay Area. Known for its picturesque landscapes, high quality of life, and a
Key Takeaways: In the realm of small business, the line between success and failure often boils down to financial acumen. Expert financial guidance can be
Key Takeaways: Choosing the right advisors is crucial for small businesses to overcome common financial roadblocks and achieve long-term success. Advisors play a vital role
Key Takeaways: About The San Francisco Bay Area And Overview of Money Management Services The San Francisco Bay Area, nestled in the northern part of
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
