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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Property taxes, though unpopular, are the backbone of local government finance—accounting for about 70% of local tax revenue nationwide and up to 95% in some states. Eliminating them would create a large fiscal hole that must be filled; for example, Florida collects roughly $56 billion a year from property taxes, more than its sales tax revenue. Any substitute revenue source is likely to produce greater economic distortions, slow growth and perform poorly at the community level. That explains why no state has successfully repealed local property taxes despite periodic calls for abolition.
The video by Professor Farhat explains the taxation of restricted stock awards (RSAs), a form of equity compensation where employees receive actual shares subject to vesting conditions. The core tax rule is that income is recognized at vesting, not at...
The video explains how findings and deficiencies fit into the System of Quality Management (SQM) that audit firms must maintain for CPA exam AUD. It emphasizes that monitoring is the feedback loop that reveals whether the SQM is functioning, generating...
The Capital Allocators episode spotlights Gavin Baker, managing partner and CIO of Atreides Management, which oversees roughly $7 billion across public, private and crossover strategies focused on technology and consumer sectors. Baker recounts his unconventional path—from a book‑filled childhood and rock‑climbing...
The video walks through a qualified business income (QBI) deduction example for John, a married sole‑proprietor running a general store in 2026. John’s Schedule C shows $200,000 of qualified business income, while his adjusted gross income of $280,000 reflects his spouse’s wages....
The tutorial walks through calculating a cost function by using high‑ and low‑production data to isolate variable cost per unit and total fixed costs. With those components, it demonstrates how to compute the break‑even point in units and dollars. It...
RiskyProject has launched version 8, the latest iteration of its project risk‑management platform, promising a more predictable and efficient workflow for project managers and risk professionals. The upgrade introduces a fully revamped user interface modeled after Office 365, an import/export hub for seamless...
The video introduces the Qualified Business Income (QBI) deduction under Section 199A, explaining that the provision, originally temporary in the 2017 Tax Cuts and Jobs Act, became a permanent part of the tax code starting in 2026. It is designed...
The video walks through a CPA‑exam style question on the Qualified Business Income (QBI) deduction under Section 199A, focusing on whether TechPro LLC’s consulting activity classifies the firm as a Specified Service Trade or Business (SSTB). It explains the relevance of...
At Cybos Frankfurt 2025, Allevo’s CEO discussed how the firm is enabling banks to adopt ISO 20022 and instant‑payment schemes. The conversation, set amid a tattoo‑studio backdrop, highlighted Allevo’s mission to supply the “essentialials” that let banks run core operations smoothly. He...
The podcast’s first episode dissects the recent Blue Owl liquidity squeeze, highlighting how a private‑credit manager was forced to suspend investor redemptions amid mounting cash‑flow stress. Private credit now commands roughly $3.5 trillion in assets, having doubled since 2018, after banks retreated...
The video details the sudden bankruptcy of Market Financial Solutions (MFS), a UK‑based mortgage‑servicing firm, and frames it as the latest “cockroach” in a wave of private‑credit collapses that echo the 2008 crisis. Analysts point to fraudulent collateral – double‑pledged or...
U.S. equities fell sharply on Friday after January's producer price index rose 0.5% month‑over‑month, outpacing the 0.3% forecast, and fintech firm Block announced a near‑50% workforce cut to adapt to AI‑driven changes. The Dow Jones lost about 800 points, down...
The video outlines how Finastra is reshaping the operating model for trade finance amid sweeping regulatory reforms that now recognize electronic documents as legally equivalent to paper. Banks across Europe, the United States, the Middle East and Southeast Asia...
The video explains the Earned Income Tax Credit (EITC), a refundable credit designed to boost low‑to‑moderate‑income workers and families. Professor Farhat outlines its dual purpose: encouraging labor force participation and providing financial relief to households with children, while also serving...
The video walks investors through a Zanzibar‑based developer’s “machine”—a vertically integrated construction platform that has already secured more than $30 million in buyer commitments for 165 residential units across two sites within 30 months. Central to the model is an on‑site concrete...
The conversation between Allison Leforja and Pivot Financial CEO Jennifer McGuinness centers on the evolving landscape of non‑agency mortgage products and the contentious shift in credit‑scoring models. McGuinness emphasizes that non‑agency loans, including DSCR, bridge, and fix‑and‑flip structures, are not...
Megan Pillsbury shares candid advice for aspiring entrepreneurs, emphasizing that launching a venture is akin to a roller coaster—thrilling yet daunting. She frames the experience as pushing a cart uphill only to be dragged downhill, underscoring the emotional volatility inherent...
Megan Pillsbury, an INSEAD MBA graduate, founded Dunya Analytics to translate biodiversity and nature loss into quantifiable financial risk. Drawing on her stint at a climate‑risk analytics startup that was later acquired by S&P Global, she recognized a parallel market...
In a candid interview, Megan Pillsbury warns founders that fundraising ought to be a last‑ditch option, not a benchmark of success. She argues that selling equity cedes control and can compromise a company’s original vision, especially when investors demand strategic...
The video explains how the Qualified Business Income (QBI) deduction applies to hybrid businesses that generate both product sales and specialized consulting services. Using a $10 million example—$7.5 million in product sales (non‑specified service business, non‑SSB) and $2.5 million in consulting (specified service...
The video highlights a growing crisis in Europe’s private‑credit market, echoing the turmoil already seen in the United States. Two of the continent’s largest insurers, AXA and Allianz, have issued statements that they are "distancing" themselves from new private‑credit allocations,...
Tariff policy uncertainty resurfaced after the State of the Union as the Supreme Court struck down IEPA‑based tariffs, opening the door to nearly 1,000 lawsuits. The market reacted with a classic risk‑off move—dollar and bonds rose while equities fell, despite...
During a recent FP&A webinar, Paul Barnhurst and ApprovalMax’s corporate controller Rafaella Torres explained that spend problems originate from poor underlying data rather than the expenditures themselves. They highlighted how delayed visibility and incomplete inputs lead to forecast errors and...
The video delivers a focused multiple‑choice drill on Restricted Stock Awards (RSAs) and the tax treatment of equity compensation, emphasizing the strategic use of Section 83(b) elections. It explains how the timing of an RSA influences the employee’s taxable income and...
Singapore Prime Minister Lawrence Wong said fiscal forecasts are not overly conservative, noting that growth outcomes can diverge sharply from projections. He highlighted that any revenue upside is returned to citizens through measures such as the SG60 cash package and...
Singapore’s 2024 budget directs roughly 95% of spending toward long‑term, structural measures aimed at cushioning households from rising cost pressures. Prime Minister Lawrence Wong highlighted that wage growth has consistently outpaced inflation, allowing Singaporeans to spend a smaller share of...
Clara Schindler of Pleo says finance must move from reactive control to proactive cash foresight. Fragmented platforms force teams into manual data plumbing, costing up to five hours weekly and eroding confidence—two in five leaders feel financially agile. Pleo expands...
The Farhat Lectures video walks through multiple‑choice questions on the Qualified Business Income (QBI) deduction wage limits under Section 199A, focusing on how W‑2 wages and the unadjusted basis of qualified property constrain the deduction for high‑income taxpayers. It demonstrates the...
The webcast introduces the third‑edition IFRS for SMEs revision of Section 19, which now mirrors the latest IFRS 3 requirements for business combinations and goodwill. It explains the rationale—relevance, simplicity, faithful representation—and outlines the scope limited to SME acquisitions. The revision brings a...
Future Finance hosts Paul Barnhurst and Glenn Hopper discuss with Riya Grover, CEO of Sequence, how unifying Configure‑Price‑Quote (CPQ) and billing eliminates revenue leakage between CRM and ERP systems. The episode highlights that contract details often get lost when sales...
The video provides a snapshot of commercial real‑estate dynamics in 2026, focusing on three pivotal segments: multifamily housing, data‑center development, and the broader capital‑markets environment. It highlights how divergent trends are reshaping each sector and what investors should watch as...
In a recent FP&A Unlocked episode, CHRO Cynthia Kenny and HR leader Deborah Hill discussed how close collaboration between HR and FP&A drives organizational success. They highlighted that aligning corporate, team, and individual goals creates actionable insights, improves decision‑making, and...
The video explains how football clubs account for player acquisitions and the regulatory framework that governs profit and spending limits. It highlights amortization, where a transfer fee—say £80 million—is spread over the contract term, reducing annual expense but creating potential disposal losses...
McPherson’s (ASX:MCP) is accelerating a portfolio transformation, concentrating on health, wellness and beauty products sold through pharmacy and grocery channels. The company has exited legacy segments by selling the Multix brand and consolidating around names such as Manicare, Lady Jayne,...
The podcast episode spotlights Eric Steele, CRO of SIB, discussing the gritty reality of stepping into a first‑time chief revenue officer role and how his firm funds growth by capturing cost‑saving opportunities. Steele explains SIB’s self‑funding model—using the savings from...
The episode of the M&A Advisor podcast tackles the growing wave of corporate restructurings, probing whether firms are merely peering into a crystal ball or diving down a rabbit hole of financial engineering. Host Roger Agenaldo and his guests discuss...
The video reports that Stripe is in preliminary discussions about acquiring PayPal, either in whole or in parts, marking a rare move where a direct competitor eyes a historic payments firm. Sources familiar with the matter told Bloomberg that the...
The video chronicles Nikita, a Russian student who applied to more than 100 investment‑banking positions, faced repeated rejections, and ultimately secured a full‑time analyst role at Augusta in London. His story illustrates how a systematic approach, mentorship and a single...
The video examines how the options market is reflecting investor expectations amid rising U.S.-Iran tensions, highlighting that traders are pricing in a more hostile scenario. Data points show the put‑call skew on the S&P 500 (Triple Q) is as wide as...
The video explains that the U.S. dollar is slipping primarily because of currency dynamics in Asia rather than domestic political events such as the State of the Union address. Large inflows into Asian equity markets, especially Taiwan and South Korea, have...
Jamara, the GRC Engineering Model for Automated Risk Assessment, is an OpenSSF‑hosted open‑source project that defines a multi‑layer logical model for integrating governance, risk, and compliance (GRC) directly into software engineering pipelines. Its purpose is to replace fragmented, tool‑specific data...
Bloomberg Surveillance aired on February 25, 2026 centered on President Donald Trump’s State of the Union address and its implications for the U.S. economy and markets. The hosts highlighted a surprisingly resilient macro backdrop—low mortgage rates, a declining inflation headline,...
U.S. equity futures rose, led by Nasdaq gains, as investors weigh oil volatility and upcoming Nvidia earnings. Eurozone CPI missed expectations while Japanese inflation cooled, prompting a shift in Fed rate‑cut expectations to July. Treasury will auction $70 billion of five‑year...
The discussion centers on the ETF industry’s evolving innovation landscape, highlighted by founder Mike of ETF Action. He explains how the market now hosts roughly 5,000 funds managing about $14 trillion, with a clear split between traditional passive products and a...
SmartStream CEO Ak Jaffa announced a strategic push to double down on artificial intelligence and customer‑success initiatives, positioning the firm’s brand to reflect a blend of AI and human intelligence delivering measurable value. The company will continue heavy R&D spending, rebranding...
Activist billionaire David Tepper, founder of Appaloosa Management, sent a sharply worded letter to Whirlpool’s board accusing the appliance maker’s leadership of erasing hundreds of millions of dollars in shareholder value. Tepper singled out the recent equity raise, which he says...
The Trader Talk episode centers on Jerome Powell’s legacy and the looming transition to new Fed Chair Worsh. Panelists dissect how Powell’s insistence that inflation was "transitory" clashed with reality, and they argue that his backward‑looking stance delayed the...
Jay Goldberg of Seaport Global reiterated his sell stance on Nvidia, arguing that the chipmaker’s upside is severely capped by current semiconductor capacity constraints. He highlighted TSMC’s manufacturing and packaging bottlenecks as the primary choke point, suggesting that any relief...
Future Finance hosts Paul Barnhurst and Glenn Hopper interview Riya Grover, CEO of Sequence, about AI‑driven order‑to‑cash automation. Sequence, backed by a16z with $40 million Series A, offers an agentic platform that combines deterministic billing engines with AI workflow agents to handle...
