Insights
Practical perspectives on tax, finance, and business — written by the people who work in it every day. 90 articles in the archive.
Are Gifts From Abroad Taxed in the United States?
Find out whether gifts from foreigners are taxable in the United States, the reporting threshold for IRS Form 3520, and special tax rules for covered expatriates.
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Startup Accounting & Taxes Jul 9, 2026Top 8 Accounting Mistakes Startups Make
Learn the top 8 accounting mistakes startups make, how to avoid them, and why delaying professional accounting services is the worst of them all.
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Taxes Jun 11, 2026Proposed NYC Pied-à-Terre Tax: What Investors Should Know
The "Pied-à-Terre Tax" — an annual surcharge on luxury New York City homes used as non-primary residences — has been proposed in various forms by New York State legislators since 2014 and resurfaces most legislative sessions.
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Startup Accounting & Taxes May 21, 2026How to Optimize Cash Burn Rate for a Longer Runway
Cash burn rate determines a startup’s operational lifespan. Precise tracking allows founders to extend their runway, secure investor confidence, and leverage 2026 tax provisions to preserve essential capital.
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Startup Accounting & Taxes May 7, 2026How to Create a Budget for Your Tech Startup
Create a tech startup budget by identifying your core growth milestones and calculating your monthly burn rate to ensure you have 18 to 24 months of runway.
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Taxes Apr 23, 2026How Are LLC Distributions Taxed for Startup Founders?
Limited liability company (LLC) distributions are taxed based on your chosen Internal Revenue Service (IRS) classification. Most founders pay ordinary income tax on their share of the business profits.
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Resources Apr 9, 2026What Happens to Your 401(k) When You Die?
Your 401(k) transfers to your heirs according to the beneficiary forms you filed with your employer rather than the instructions in your last will and testament.
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Taxes Mar 25, 2026Estate Tax Planning Guide
Estate tax planning is a strategic financial process used to organize your assets and reduce the tax burden on your heirs after you pass away. Without a clear plan, your taxable estate could face a tax rate as high as 40 percent.
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Startup Accounting & Taxes Mar 11, 2026R&D Tax Credits for 2026
The research and development tax credit is a federal government incentive. It provides a dollar-for-dollar tax reduction for companies developing new or improved products, processes, or software in the United States.
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Resources Feb 25, 2026Pre-Seed Valuations for Startups
Pre-seed valuations are the estimated value of a startup before it has a full product or steady revenue. At this stage, your worth is based on your team’s skills and the problem you are solving, instead of sales.
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Startup Accounting & Taxes Feb 9, 2026Amortizing Startup Costs for VC-Backed Enterprises
Amortizing startup costs is the process of spreading your initial business expenses over a 15-year period for tax recovery. Most companies deduct up to $5,000 of these costs immediately on their first tax return.
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Taxes Jan 21, 2026Inheritance Tax Planning & Reducing Exposure
Inheritance tax planning is the process of preparing for taxes that apply in some states when someone receives assets after a death. It focuses on reducing tax exposure for beneficiaries and ensuring assets pass as intended.
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