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Daily
Every morning
Weekly
Tuesday recap
Founders operating as solo LLCs often overpay taxes because the default structure subjects every dollar of profit to the 15.3% self‑employment tax. The video explains how a simple S‑corp election can dramatically reduce that burden. By paying themselves a “reasonable” salary—illustrated with a $150,000 wage on $500,000 profit—the payroll tax applies only to the salary, while the remaining $350,000 is taken as distributions exempt from self‑employment tax. This shift cuts the tax bill from roughly $76,500 to about $22,950, saving roughly $53,500 annually. The presenter contrasts “broke” founders who focus solely on revenue with “rich” founders who also ask, “How do I keep it?” He likens tax planning to a chessboard, emphasizing strategic moves over brute‑force earnings. For entrepreneurs, adopting an S‑corp structure can preserve up to $350,000 in potential tax savings, freeing cash for growth, hiring, or investment, and turning paper wealth into lasting financial strength.
Pacific Lime & Cement (ASX:PLA) outlined its flagship Central Cement and Lime project, a vertically integrated facility that aims to supply all of Papua New Guinea's lime and cement needs while also targeting export markets such as Australia. The company...
The video examines a brewing legislative war in the United States over whether stable‑coin holders can earn yield. It focuses on the Genius Act, signed by President Trump in July 2025, which mandates one‑to‑one backing of stable‑coins with high‑quality liquid assets...
The Vitals episode spotlights a deteriorating relationship between Mount Sinai Health System and Anthem Blue Cross Blue Shield. After the existing contract lapsed on December 31, Anthem refused to meet outside routine monthly calls, effectively ghosting the hospital and leaving Mount...
The video introduces the income statement as the primary financial report that captures a company’s performance over a defined period, contrasting it with the balance sheet’s snapshot‑date approach. Professor Farhat emphasizes that finance students are expected to read and interpret...
AM Best’s 2024 impairment review shows a dramatic contraction in U.S. property‑casualty (PC) write‑offs, falling from 14 in 2023 to a single auto insurer in 2024. The report, presented by director Joseph Rosel, underscores that no catastrophe‑related PC impairments were...
Finance leaders are increasingly frustrated that traditional enterprise resource planning (ERP) systems fall short on accounts‑receivable (AR) capabilities. Billtrust’s chief product officer Lee An Schommer argues that purpose‑built AR platforms can transform raw transaction data into faster payments, sharper cash...
The video explains how firms handle intercompany transactions—exchanges of goods, services, or funds between entities within the same corporate group—by applying disciplined accounting practices. It outlines a four‑step process: establishing uniform accounting policies, recording each leg of the transaction in the...
The video challenges the conventional approach of treating risk reporting as a standalone board agenda item and argues that risk analysis should be woven into every strategic decision. Instead of a quarterly heat‑map slide, boards need concrete business impact data—such...
The episode tackles the silent risk that familiarity creates in investors’ portfolios – the tendency to over‑weight companies, markets or sectors that feel comfortable, which gradually skews the original risk profile. Hosts Howie Lim, Brites Gerial of Scythe and...
The video examines the landmark 1993 paper by Eugene Fama and Kenneth French that introduced a three‑factor asset‑pricing model, fundamentally altering both academic finance and portfolio management. It contrasts the earlier capital asset pricing model (CAPM), which relied solely on...
Kelly Partners Group (KPG) is positioning itself as the “Constellation Software of accounting,” a serial acquirer that buys small to midsize chartered accountant firms in Australia, the UK and the US. The video outlines how the company, founded by Brad...
Morningstar’s 2025 "State of Retirement Income" paper, presented by Christine Benz, Amy Arnot and Jason Keepart, revisits the perennial question of how much retirees can safely spend. The team replaces the historic 4% rule with a forward‑looking framework that incorporates...
The video outlines the top-rated accounting suites for large enterprises, emphasizing cloud‑based platforms that unify core financial functions such as accounting, reporting, budgeting, and compliance. It lists Oracle NetSuite, SAP S/4HANA Finance, Microsoft Dynamics 365 Finance, Workday Financial Management and highlights...
Paramount Global announced a $110 billion acquisition of Warner Bros. Discovery, creating one of the largest media consolidations in recent history. The deal places Warner’s top leadership, especially CEO David Zaslav, at the center of a financial spotlight as the merger...
The video is a tongue‑in‑cheek recount of the Vanity Fair Oscars after‑party in Los Angeles, where the speaker describes sitting beside actress Allison Brennan and near industry figure Sam Alman while navigating the glitz of the event. Amid the celebrity chatter, the narrator...
The video tackles a fundamental governance question: should risk management reside in a corporate center or within individual business units? The speaker argues that the answer hinges on where the decisions that generate the risk are taken, insisting that risk...
In this episode of Restaurant Business’ Deep Dive, editor‑in‑chief Jonathan Mays and Law360 bankruptcy reporter Hillary Russ dissect the Chapter 11 filing of Fat Brands, the franchisor behind Twin Peaks, Round Table Pizza, Johnny Rockets and other concepts. The discussion centers on a looming court...
The Scale School session, hosted by Venture Lab and Lifelong Learning, examined how strategic tax planning can accelerate growth for scaling companies. Led by Wharton tax professor Jennifer Bluen and featuring CFOs from PDF Solutions and Ultragenics, the discussion highlighted...
The video explains why UnitedHealth Group’s shares have slipped, pointing to deteriorating profit margins as the primary driver. Higher medical loss ratios—driven by a surge in sick members in 2025‑26 and an actuarial mis‑forecast—have pushed costs above expectations. Because the insurer’s...
The episode of “The Economy, How Do You Measure That?” breaks down the capital adequacy ratio (CAR), the benchmark that regulators use to gauge a bank’s ability to absorb losses and protect depositors. CAR is calculated by dividing a bank’s regulatory...
The video explains why cash flow, not earnings, is the cornerstone of firm valuation, especially for CPA candidates. It contrasts cash‑based accounting with accrual‑based income statements, emphasizing that investors and creditors are paid in cash, not in reported net income. Three...
Fannie Mae and Freddie Mac remain under conservatorship yet guarantee roughly half of all U.S. residential mortgages, holding about $7.8 trillion in assets. The government’s implicit guarantee led to a 2008 bailout that injected $187 billion of taxpayer funds, expanding Treasury equity...
The episode of "What’s the Big Deal?" tackles the hot question of whether artificial intelligence will replace junior investment‑banking analysts. Host Graham Smith talks with founder‑CEO Matan Feldman about the rapid evolution of AI‑driven Excel add‑ins such as Claude, Shortcut,...
The episode of FPNA Unlocked spotlights a growing CFO dilemma: AI and new software promise efficiency, yet traditional ROI metrics fail to justify the spend. Hosts Vincent Msina, a veteran software‑sales CPA, and Alana Eststerich, a three‑time nonprofit CFO, argue...
The video walks viewers through the cost side of the income statement, breaking down how fixed, variable, product and period expenses behave and why they matter for financial analysis and managerial decision‑making. Fixed costs—such as rent, lease payments, bond interest and...
The Said Business School webinar brought together co‑directors Amir Amel Zayda and Karen Alexander to argue that bank governance has become a strategic imperative in an era of heightened geopolitical turbulence, rapid digitalisation and evolving regulatory expectations. They identified three intersecting...
The video walks through a multiple‑choice question from Farhat Lectures, asking students to identify the correct definition of the short run in managerial economics and cost analysis. The presenter explains that the short run is characterized by at least one factor...
Secure Trust Bank used its March 2026 investor‑update to present the 2025 annual results and outline a refreshed strategy. After a three‑year simplification that cut the operating structure from eight units to two core businesses, management said the bank is...
The video examines how an unexpected surge in crude oil prices, amid ongoing geopolitical tension in the Strait of Hormuz, is colliding with the Federal Reserve’s upcoming policy decision, creating a market “holding pattern” ahead of the FOMC meeting. Host Speedback...
The video walks viewers through a rapid, five‑step workflow for conducting project risk analysis using the RiskyProject software platform. First, users import an existing schedule from tools such as Microsoft Project, Oracle Primavera, or a CSV file. Next, a risk register...
The FactSet Insight podcast with Christina Brattonova focuses on how investors can stress‑test portfolios by blending historical data with forward‑looking assumptions. Brattonova explains that rather than shocking each security individually, a multi‑asset factor‑based framework uses representative indices—market, regional, industry, style,...
Shawbrook Group plc presented its full‑year 2025 results, marking the first earnings release since its IPO and inclusion in the FTSE 250. CEO Marcelino Castrio highlighted the firm’s disciplined execution, emphasizing strong returns, high‑quality growth and a model designed to...
The video walks viewers through the IRS audit examination process, covering where audits can be held, the taxpayer’s right to representation, the issuance of the Revenue Agent Report, and the rules governing third‑party contacts, reconsideration, and repeat examinations. It explains...
In this briefing, Justin Bazalgette discusses the licensing of International Sustainability Standards Board (ISSB) and Sustainability Accounting Standards Board (SASB) frameworks, emphasizing how their integration can modernize ESG reporting across markets. He argues that adopting a unified set of standards...
The Standard Chartered podcast spotlights how artificial intelligence is reshaping corporate cash‑flow forecasting and the associated hedging strategies that treasury teams rely on. Thomas Kickis, head of markets for the US and Americas, explains that AI can ingest sales, payroll,...
The video dissects the Paramount‑Warner Brothers Discovery merger, highlighting the staggering $79 billion pro‑forma net debt the combined company will inherit. Analysts note that the deal pushed Paramount into junk‑bond territory, forcing higher interest rates—estimated at 5.7%—and triggering mandatory sell‑offs by investment‑grade‑only...
The video examines recent rumors that Meta Platforms is preparing to lay off roughly 20% of its staff, not to replace workers with AI but to shore up cash reserves amid a broader slowdown in the AI‑driven credit boom. It...
In this SaaS Master School episode, Ben Murray explains that a robust FP&A function hinges on four core data streams: financial data structured by a clean chart of accounts, bookings data captured in the CRM, customer‑revenue data used to build...
The video explains taxation of listed property for the CPA REG exam, defining listed property as tangible assets used partly for personal and business purposes, such as cameras, cell phones, and passenger automobiles weighing less than 6,000 lb. It outlines the depreciation...
UniCredit has filed a €35 billion takeover bid for Commerzbank, targeting a share purchase that would push its holding just above the 30 percent regulatory threshold. While the offer is formally a bid, the bank has repeatedly stressed it does not intend...
The video walks viewers through IRS Form W‑4, the employee worksheet that tells an employer how much federal income tax to withhold from each paycheck. Professor Farhhat emphasizes that the form is the linchpin of the U.S. pay‑as‑you‑go system, and...
The video examines whether greenfield or brownfield investments are superior, emphasizing that the answer depends on risk appetite and desired returns. Greenfield projects involve building from scratch, exposing investors to construction delays, permit hurdles, and higher overall risk, but they also...
In the clip, Ben says his go-to metric for an early-stage SaaS business is incremental CAC payback period rather than LTV:CAC. He argues LTV:CAC relies on many speculative inputs—churn and net dollar retention—that make it overly complex for companies at...
The video walks viewers through a curated suite of AI applications that cover every stage of a financial analyst’s workflow, from initial company research to the final pitch‑deck. It highlights tools such as FinTool for investment thesis drafting, AlphaSense for...
Prospex outlined its current energy portfolio, highlighting three core assets: the wholly‑owned Spanish operator Tarba, the Italian‑based Viraa project, and a non‑operated interest in the Silva Mouetsi field. The company emphasized an outstanding drilling permit application for five wells at...
The video spotlights Sam Altman's latest financing feat—OpenAI secured a private round of roughly $110 billion, a sum that eclipses the biggest initial public offering in history. At a time when the company reports about $2.4 billion in revenue, the capital raise is...
The podcast with CFA charterholder Raluca Filip focuses on helping financial advisors guide clients through heightened volatility, hesitation, and second‑thoughts about risk. Filip explains that investors often enter markets with bullish expectations and underestimate volatility, leading to panic when portfolios turn...
At the Moneycontrol Global Wealth Summit 2026, SEBI Chairman Tuhin Kanta Pandey addressed a mixed audience of financiers, policymakers and media, centering his remarks on the imperative of keeping capital markets efficient amid heightened uncertainty. Pandey highlighted that technological disruption, especially...
AT&T unveiled a $250 billion investment plan aimed at overhauling its U.S. network infrastructure for the AI era. The capital outlay, the largest among domestic wireless carriers, is intended to fund mid‑band radio upgrades, fiber expansion, and new corporate facilities. The company’s...
