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Job costing, retainage, surety bonds

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Multi-entity consolidated reporting

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Practice accounting + EBP audits

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Integrated tax + estate planning

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IOLTA + partner allocations

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Project-based accounting + S-Corps

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1031s, cost seg, depreciation

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Image rights + multi-state tax

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Crypto 09

Digital-asset reporting + tax

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SaaS 10

ARR, deferred revenue, R&D credit

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Runway, fundraise prep, modeling

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Taxes

19 insights in taxes.

  • Tax Implications of Selling a Business
    Taxes Apr 7, 2025

    8 Must-Know Tax Implications of Selling a Business

    Selling a business triggers federal capital gains tax, ordinary income tax, and potentially steep state income taxes. However, with the right planning, you can reduce or defer capital gains and keep more of your net proceeds.

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  • Is Hurricane Damage Tax Deductible?
    Taxes Dec 15, 2024

    Is Hurricane Damage Tax Deductible?

    “Is hurricane damage tax deductible?” is an important question for businesses and homeowners in hurricane zones. Receiving what you’re entitled to when disaster strikes is a huge help when your home or business premises have suffered damage.

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  • How to Offset Capital Gains With Business Losses
    Taxes Oct 7, 2024

    How to Offset Capital Gains With Business Losses

    Business losses, to the extent they are active, can offset capital gains. Capital gains arise from selling capital assets like stocks, bonds, real estate, or mutual funds at a profit.

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  • Generation-Skipping Tax
    Taxes Aug 19, 2024

    Generation-Skipping Tax – 11 Things You Must Know

    The generation-skipping transfer tax (GSTT) targets property transfers to younger generations, adding a layer of complexity beyond standard gift or estate taxes. For high-net-worth individuals, understanding GSTT is crucial for effective estate planning.

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  • Tax Deductions for High Earners
    Taxes Jul 3, 2024

    Top 15 Tax Deductions for High Earners

    High-income earners often face substantial income taxes every year. However, with strategic financial planning, it’s possible to significantly reduce taxable income and maximize available tax deductions.

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  • qualified small business stock; QSBS
    Taxes Feb 19, 2024

    Qualified Small Business Stock Overview

    Individuals who hold qualified small business stock (QSBS) may be eligible for significant savings on their capital gains tax liability. This is because they can receive up to a 100% exemption on federal gains taxes up to ten times their initial investment or up to a value of…

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  • Money-Saving Tax Strategies for Small Business Owners
    Taxes Jan 3, 2024

    Top 11 Money-Saving Tax Strategies for Small Business Owners

    Tax strategies for small business owners help you protect as much of your business income as possible so that you can achieve your financial goals. Reducing your tax burden strategically should therefore be a high priority.

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