Jessica Ortiz, MBA, CPA, CITP
Houston, Texas, United States
2K followers
500+ connections
Activity
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Selling a business is a lot like running a marathon — you don’t want to stumble just before the finish line. Yet, many mergers and acquisitions fall…
Selling a business is a lot like running a marathon — you don’t want to stumble just before the finish line. Yet, many mergers and acquisitions fall…
Shared by Jessica Ortiz, MBA, CPA, CITP
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A Texas federal judge has blocked the U.S. Department of Labor's rule aimed at expanding overtime eligibility. This ruling halts the second and…
A Texas federal judge has blocked the U.S. Department of Labor's rule aimed at expanding overtime eligibility. This ruling halts the second and…
Shared by Jessica Ortiz, MBA, CPA, CITP
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The IRS has released the 2025 cost-of-living adjustments, impacting tax brackets, eligibility for certain credits, and contribution limits for…
The IRS has released the 2025 cost-of-living adjustments, impacting tax brackets, eligibility for certain credits, and contribution limits for…
Shared by Jessica Ortiz, MBA, CPA, CITP
Experience
Education
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University of Puerto Rico at Bayamon
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Licenses & Certifications
Volunteer Experience
Languages
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English
Professional working proficiency
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Spanish
Native or bilingual proficiency
More activity by Jessica
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Thinking about a business valuation but unsure of the process? Many first-time business owners are surprised by the depth and detail involved. A…
Thinking about a business valuation but unsure of the process? Many first-time business owners are surprised by the depth and detail involved. A…
Shared by Jessica Ortiz, MBA, CPA, CITP
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Selecting the right auditor is essential for effectively managing your company’s accounting and reporting functions. Factors like experience play a…
Selecting the right auditor is essential for effectively managing your company’s accounting and reporting functions. Factors like experience play a…
Shared by Jessica Ortiz, MBA, CPA, CITP
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With the 2025 'Tax Cliff' approaching, year-end 2024 is a crucial opportunity for businesses to optimize tax benefits and prepare for potential…
With the 2025 'Tax Cliff' approaching, year-end 2024 is a crucial opportunity for businesses to optimize tax benefits and prepare for potential…
Shared by Jessica Ortiz, MBA, CPA, CITP
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Maneuvering the tax implications of asset vs. stock sales often places buyers and sellers on opposite sides of the deal. However, with the right…
Maneuvering the tax implications of asset vs. stock sales often places buyers and sellers on opposite sides of the deal. However, with the right…
Shared by Jessica Ortiz, MBA, CPA, CITP
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With business travel surging post-pandemic, understanding travel expense deductions is more important than ever for business owners, executives, and…
With business travel surging post-pandemic, understanding travel expense deductions is more important than ever for business owners, executives, and…
Shared by Jessica Ortiz, MBA, CPA, CITP
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Data breaches are no longer just a big business problem—small and mid-sized companies are just as vulnerable. Yet, only 45% of middle-market…
Data breaches are no longer just a big business problem—small and mid-sized companies are just as vulnerable. Yet, only 45% of middle-market…
Shared by Jessica Ortiz, MBA, CPA, CITP
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