As we move into the final stretch of the year, it’s time for every business owner to take a closer look at their policies and documentation for company-provided vehicles and employee reimbursements.
Year-End Business Tax Planning Strategies for 2025: What Smart Companies Should Be Doing Now
You know the old saying: “Debt forgiven is income earned.” The IRS agrees. But like most things in the tax world, the truth depends on why and how that debt disappeared.
Why It’s SUPER Important to Respect Related-Party Notes and How to Keep Yours Audit-Proof, IRS-Ready, and Drama-Free
You know the old saying: “Debt forgiven is income earned.” The IRS agrees. But like most things in the tax world, the truth depends on why and how that debt disappeared.
When Debt Disappears: The Tax Sting of Cancellation of Debt Income (and How to Defuse It)
You know the old saying: “Debt forgiven is income earned.” The IRS agrees. But like most things in the tax world, the truth depends on why and how that debt disappeared.
Section 199A and the Trade-or-Business Hurdle: A Crucial Distinction for Real Estate Owners
As we move into the final stretch of the year, it’s time for every business owner to take a closer look at their policies and documentation for company-provided vehicles and employee reimbursements.
S-Corp Owners: Don’t Miss This Long-Term Care Tax Advantage
One of the most overlooked tax strategies for entrepreneurs and early-stage investors is the Qualified Small Business Stock (QSBS) exclusion under IRC §1202. When structured properly, QSBS can allow up to a 100% exclusion of federal capital gains on the sale of stock—potentially saving millions in taxes.
Turning a Missed Opportunity into Tax Savings: QSBS to the Rescue!
One of the most overlooked tax strategies for entrepreneurs and early-stage investors is the Qualified Small Business Stock (QSBS) exclusion under IRC §1202. When structured properly, QSBS can allow up to a 100% exclusion of federal capital gains on the sale of stock—potentially saving millions in taxes.
Required Minimum Distributions: What You Need to Know Before Year-End
Fall is a season for preparation — a time to review what you’ve built and make sure it’s safe for the future. Many assets are exposed to risks you may not realize. Learn how thoughtful wealth planning can help protect your retirement accounts, your home, and your legacy.
How to Boost Your SALT Deductions Under the New OBBBA Rules
One of the most overlooked tax strategies for entrepreneurs and early-stage investors is the Qualified Small Business Stock (QSBS) exclusion under IRC §1202. When structured properly, QSBS can allow up to a 100% exclusion of federal capital gains on the sale of stock—potentially saving millions in taxes.
Understanding the Assignment of Income Doctrine – With a Focus on the Anticipatory Assignment of Income
One of the most overlooked tax strategies for entrepreneurs and early-stage investors is the Qualified Small Business Stock (QSBS) exclusion under IRC §1202. When structured properly, QSBS can allow up to a 100% exclusion of federal capital gains on the sale of stock—potentially saving millions in taxes.