Financial Operations Insights, Guides, and Tools

Abstract pattern with green and pink leaf-like shapes forming a vertical design.
ESOP for Cannabis: A Hot Exit Strategy with Misleading Tax Claims
Cannabis Business Tips Kate Dymedenko Cannabis Business Tips Kate Dymedenko

ESOP for Cannabis: A Hot Exit Strategy with Misleading Tax Claims

A few of my clients have mentioned receiving emails about Employee Stock Ownership Plans (ESOPs) for cannabis companies, touting it as a strategy to pay no federal or state taxes. This statement is hugely misleading as you can’t avoid tax—it can only be deferred, meaning you’ll have to pay eventually.  That being said, ESOP is an excellent exit strategy… with a few caveats.

Read More
IRS Audit Triggers
Kate Dymedenko Kate Dymedenko

IRS Audit Triggers

The cannabis industry is booming, but with growth comes increased scrutiny from the Internal Revenue Service (IRS). Understanding IRS audit triggers is crucial for cannabis businesses to remain compliant and avoid hefty penalties.

Read More