2026 Mize Finance Meeting

Exclusive Insights for McDonald's O/O's

Mark your calendars for the 18th Annual Mize Finance Meeting, happening February 1-3, 2026, at the stunning Grand Hyatt Kauai Resort & Spa in Kauai, Hawaii. This exclusive event for McDonald’s Owner/Operators offers invaluable financial insights, expert-led discussions, and the latest industry updates to help you drive success. Network with fellow operators, gain key economic and tax strategies, and enjoy a world-class destination while investing in your business’s future.

2026 NFLA Meeting

What a week! The Mize Team had a fantastic time at the NFLA Meeting in Las Vegas. A big thank-you to everyone who came by our booth—we loved catching up and making new connections!

Affordable Care Act Adjusted Amounts for 2026

The IRS has increased the ACA affordability percentage to 9.96% for 2026 (up from 9.02% in 2025). Applicable large employers must ensure their health coverage meets affordability rules or face penalties of up to $5,010 per employee.

Incentive units: how partnership-style equity can reward talent without a surprise tax bill

Non-public pass-through companies can’t flash the same liquid stock options that publicly traded C-corporations deploy, but a profits interest solves the problem by letting newcomers participate only in growth that occurs after the grant date – with no immediate tax bill for either party. Learn more in our article.

Debt-financed distributions for pass-throughs: how they work and when they make sense

When a pass-through business takes out a loan at the entity level and immediately distributes the borrowed funds to its owners, this is considered a debt-financed distribution. This maneuver provides owners with immediate liquidity without triggering a current tax bill, as long as they have sufficient tax basis to cover the distribution.

Relationship Management

Running a McDonald’s restaurant requires more than just crunching numbers—it takes trusted advisors who understand your business inside and out.

In this special episode of ⁠The Breakroom ⁠, Eric Merkey, CPA and QSR Shareholder, shares how our Relationship Management Team provides guidance that goes beyond accounting.

In this episode:

The evolving role of Relationship Managers
Why Owner/Operators need more than just accountants
How Mize trains and supports the Relationship Manager team

Listen on Spotify

Listen on Apple Podcasts

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