Steve Sanduski
JUNE 3, 2022
In the SaaS business world, (Software as a Service), there’s something called The Rule of 40%. It says that to run a healthy business, your year-over-year (YOY) monthly growth rate plus your profit margin should add up to 40%. For example, if your May revenue growth rate was 10% above May one year ago, and your May profit margin was 30%, then you hit the 40% target.
Covisum
JUNE 3, 2022
There may be a significant tax opportunity for your clients who have company stock in their 401(k) plans that have highly appreciated over time. Net Unrealized Appreciation (NUA) allows clients to roll dollars in company stock into a brokerage account. They'll pay ordinary income tax only on the basis in the company's stock, and they will be able to pay capital gains tax , which is most often at a lower rate on the appreciation when they sell it in the brokerage account.
Expert insights. Personalized for you.
52 
Let's personalize your content