Insights & Resources

Expert perspectives on SBA lending, business acquisitions, lending technology, and strategies for growth — from the team building the future of small business financing.

80% Faster: How AI Document Intelligence Is Compressing the SBA Lending Cycle
AI in Fintech

80% Faster: How AI Document Intelligence Is Compressing the SBA Lending Cycle

Let me describe a scene that anyone in SBA lending will recognize immediately. A borrower submits a loan application with 150 pages of documents — tax returns, financial statements, a purchase agreement, personal financial disclosures. Those documents land on an underwriter’s desk. The underwriter opens the first tax return, starts reading page by page, and […]

Matt Craig March 27, 2026
7 min read
5 Proven Strategies to Reduce Your C-Corporation Tax Burden
Resources for Business Owners

5 Proven Strategies to Reduce Your C-Corporation Tax Burden

Corporate taxation, especially for C-corporations, is complex due to numerous rules and changing tax laws. C-corporations face double taxation—once at the corporate level and again on dividends to shareholders—making tax planning crucial. This article outlines five strategies to help C-corporations reduce tax liability and improve financial efficiency by focusing on deductions, credits, and optimizing their business structure.

Ann Diesta October 16, 2024
14 min read
S-Corporations 101: How to Lower Your Self-Employment Tax Burden
Resources for Business Owners

S-Corporations 101: How to Lower Your Self-Employment Tax Burden

Understanding S-Corporation taxes is crucial for freelancers looking to optimize their tax strategy. This blog breaks down the benefits of S-Corp election, including potential tax savings through self-employment tax reductions and pass-through taxation. It also provides essential insights on payroll requirements, filing deadlines, and common tax pitfalls to avoid. Whether you're considering an S-Corp election or looking to maximize its benefits, this guide offers practical advice to help freelancers make informed decisions and stay compliant with IRS regulations.

Ann Diesta October 7, 2024
17 min read

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