InTrack CFO
At InTrack CFO, we provide a “One-Stop Shop” for all of your Bookkeeping, Accounting, Payroll, Month End Reporting, CFO and Tax needs.
InTrack CFO offers a level of strategy, insight, and ex*****on not offered by traditional CPA's.
05/08/2026
We’ll be at NECANN talking cannabis finance, accounting, tax strategy, and what cleaner reporting can do for operators trying to grow with more clarity.
Stop by, say hello, and talk shop with the InTrack CFO team.
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04/30/2026
We’re on the ground in Atlantic City (MJ Unpacked, May 5–7) and Vermont (NECANN, May 8–9) talking Schedule III—tax strategy, 280E impact, and what smart operators are doing now. Come find us!
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02/27/2026
Three years into the federal rescheduling process and we’re still in procedural limbo.
The groundwork has been laid.
From a regulatory standpoint, the heavy lifting is largely done.
What remains is ex*****on.
Rescheduling should effectively dismantle 280E and reshape the tax structure of the entire cannabis industry overnight. That’s not minor policy. That’s a multi-billion-dollar shift in federal posture.
scheduleIII cannabisfinance cfoinsights regulatoryupdate
January is not a slow month.
It’s a compliance month.
• 1099s
• W-2s
• Q4 estimated tax payments
Miss a date → invite penalties.
Hit the dates → start the year clean.
Save this. Your future self will thank you.
Most people think real estate = slow tax benefits.
Short-term rentals broke that rule.
If you qualify, you can legally:
• Accelerate depreciation
• Offset active income
• Create paper losses while cash still hits your account
This isn’t a hack.
It’s the tax code working as written.
Most people just never learn how to use it.
Bonus depreciation isn’t a loophole.
It’s a timing lever.
Timing affects cash flow.
Cash flow affects every decision you make.
This isn’t about chasing write-offs or getting “creative.”
It’s about understanding the rules before you deploy capital.
April is for filing.
Real savings happen before the money is spent.
They’re about to reopen the government…
…but quietly dropped a bomb on the h**p industry. 💣
Here are the details on the new Farm Bill change — and why I think it matters right now. 🌿 **phelps **preform
💡 LLC or S-Corp?
They might sound similar, but they’re not taxed the same.
If you’re still taking draws as a sole prop or single-member LLC, you could be leaving thousands on the table.
The right entity structure = the difference between paying yourself… and paying the IRS.
Choosing between a Roth and Traditional 401(k) isn’t just about savings — it’s a strategic tax decision.
If your income is climbing, Traditional might make sense today.
If you expect higher taxes later, Roth could be your win.
💼 We help business owners run the numbers and plan the smartest route.
Want to help your kids graduate without student debt?
A 529 plan lets you invest for education and grow it tax-free — one of the most powerful tools parents overlook.
🎓 Tax-free growth.
💸 Tax-free withdrawals (for qualified education).
🚀 Generational wealth that starts now.
👉 Ask us how to make your contributions part of your bigger tax strategy.
10/06/2025
Pay yourself. Skip the taxes. That’s the Augusta Rule in action. 💰🏡
Click here to claim your Sponsored Listing.
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Website
Address
321 E Main Street #425
Bozeman, MT
59715
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |