Financial Operations Insights, Guides, and Tools

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How to Choose an Entity for a Longevity Clinic (LLC vs S-Corp vs C-Corp)
Kate Dymedenko Kate Dymedenko

How to Choose an Entity for a Longevity Clinic (LLC vs S-Corp vs C-Corp)

Launching a startup can be complex! You want to set your business up for long-term success, but sometimes it’s hard to envision what things will look like in the years to come. One of the most critical decisions you’ll make is choosing the right legal structure for your business. Your choice here has far-reaching implications for the company’s future, fundraising, taxes, and growth strategy. 

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Tax Planning for Longevity Businesses: A CPA’s Checklist for Owners
Kate Dymedenko Kate Dymedenko

Tax Planning for Longevity Businesses: A CPA’s Checklist for Owners

Longevity businesses are a diverse and growing niche that straddles multiple industries, including healthcare, technology, and research. It includes biotech startups, supplement brands, wellness clinics, medspas, digital health platforms, and personalized healthcare, and as such, each requires a tailored approach to accounting and taxation. 

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Proper Tax and Accounting Treatment for Gift Cards and Package Credits
Kate Dymedenko Kate Dymedenko

Proper Tax and Accounting Treatment for Gift Cards and Package Credits

Wellness and longevity clinics operate on a different business model than most healthcare organizations. With retail, lifestyle, diagnostics, and health services under a single umbrella, deferred revenue is the norm. And while recurring payments from memberships and subscriptions can provide sustainable income, they come with some complexities.

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Clinical Trial Accruals: How Finance Teams Avoid Quarter-End Surprises
Kate Dymedenko Kate Dymedenko

Clinical Trial Accruals: How Finance Teams Avoid Quarter-End Surprises

Clinical trials are complex endeavors, often spanning years and rarely aligning with a company’s accounting periods. And therein lies the challenge: how do finance teams accurately track trial accrual and avoid nasty surprises when closing out the quarter? When the numbers don’t line up, there is a distinct ripple effect in financial statements, and investors and decision-makers will undoubtedly feel the consequences. 

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