As ESG (Environmental, Social, Governance) investing gains popularity, investors often overlook the tax consequences tied to their values-based portfolios. Whether you’re investing in green energy, sustainable agriculture, or corporate...
Buying or selling a business can be one of the most financially significant events in your career. But beyond the valuation and negotiations, the tax implications can dramatically affect...
Filing Taxes in Multiple States If you worked, lived, or earned income in more than one state during the year, filing taxes can get complex. Whether you’re a remote...
Business Taxes Before Year-End Business owners often find themselves racing against the clock at year-end, grappling with mounting tax liabilities that erode profits and constrain growth. Inexperienced tax preparers...
Introduction Business owners and self-employed professionals often grapple with high tax burdens, missing out on significant deductions due to complex tax codes and inexperienced advisors. The Qualified Business Income...
Introduction Dental practice owners operating as S corporations often grapple with the challenge of balancing compensation structures to minimize tax liabilities while complying with IRS mandates on reasonable salary....
Tax season often brings anxiety and paperwork, but artificial intelligence (AI) is changing that. As technology advances, AI is transforming how taxpayers file returns, identify deductions, avoid audits, and...
How to Handle a Tax Audit Getting audited by the IRS may sound intimidating, but with proper knowledge and preparation, it doesn’t have to be a nightmare. A tax...
Introduction S corporation owners in high-tax states like California and New York often struggle with the federal limitation on state and local tax (SALT) deductions, which can substantially increase...
Introduction Startup founders and investors often face a daunting challenge: navigating the complex tax landscape when selling their business. Inexperienced CPAs or tax preparers may overlook critical provisions, leading...