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Guides · US Tax

US Tax guides

1,454 plain-English guides on us tax, each one ending in what to do next.

All Cross-BorderUS TaxCanadian TaxSmall Business & BookkeepingCFO & AdvisoryTax Planning

Page 28 of 61, newest first.

US Tax

International Tax for US Business Owners: GILTI, Subpart F, PFIC, and Foreign Tax Credits

US citizens and residents are taxed on worldwide income, and US business owners with foreign operations face additional layers of complexity under the.

Sep 5, 2026
US Tax

International Tax for US Business Owners: Subpart F Income, GILTI, FDII, and Controlled Foreign Corporation Rules

US persons who own or control foreign corporations face a complex set of anti-deferral rules designed to prevent the indefinite sheltering of income in.

Sep 5, 2026
US Tax

Inventory Accounting for Small Businesses: FIFO, LIFO, Average Cost, and the Small Business Exception

Small businesses with average gross receipts of $30 million or less can use the cash method and are exempt from complex inventory accounting rules under.

Sep 5, 2026
US Tax

Inventory Accounting for Small Business: FIFO, LIFO, and When You Don't Need to Track Inventory

Businesses that produce or purchase goods for resale must account for inventory under IRC 471.

Sep 5, 2026
US Tax

Inventory Accounting Methods: FIFO, LIFO, Weighted Average, and Tax Implications

Businesses that sell physical products must account for inventory, and the accounting method chosen (FIFO, LIFO, weighted average.

Sep 5, 2026
US Tax

Inventory Accounting Methods for Small Businesses: FIFO, LIFO, and Average Cost

Small businesses with inventory must choose an accounting method: FIFO (first in, first out), LIFO (last in, first out), or weighted average cost.

Sep 5, 2026
US Tax

Involuntary Conversions: Deferring Gain on Insurance Proceeds Under IRC 1033

When business property is destroyed, damaged, stolen, or condemned. IRC 1033 replacement periods: | Type of Involuntary Conversion | Replacement Period |.

Sep 5, 2026
US Tax

IRC 1031 Like-Kind Exchange: Deferring Tax on Business Real Property Sales

A like-kind exchange under IRC 1031 defers capital gains tax when selling business or investment real property and reinvesting in replacement property.

Sep 5, 2026
US Tax

IRC 1035 Tax-Free Exchange: How to Swap Life Insurance and Annuity Policies Without Triggering Tax

IRC 1035 allows taxpayers to exchange one life insurance policy, endowment contract. Permitted IRC 1035 exchanges: | From | To | Permitted? |.

Sep 5, 2026
US Tax

Section 1244 Stock: How to Turn a Business Failure Into an Ordinary Loss Deduction

Under IRC 1244, losses on the sale or worthlessness of qualifying small business stock receive ordinary loss treatment (up to $50,000 single.

Sep 5, 2026
US Tax

IRC 1244 Small Business Stock: Convert Capital Losses to Ordinary Deductions Up to $100,000

IRC 1244 small business stock requirements: | Requirement | Details | |------------|---------| | Domestic corporation | C-Corp or S-Corp organized under U.S.

Sep 5, 2026
US Tax

IRC 199A QBI Aggregation and Planning: How to Maximize the 20% Pass-Through Deduction

The qualified business income (QBI) deduction under IRC 199A provides a 20% deduction on qualified business income from pass-through entities (S-Corps.

Sep 5, 2026
US Tax

IRC 199A Qualified Business Income Deduction: Complete Guide to the 20% Pass-Through Deduction

The qualified business income (QBI) deduction under IRC 199A allows owners of pass-through businesses (sole proprietorships, partnerships, S-Corps.

Sep 5, 2026
US Tax

IRC 409A Deferred Compensation: Rules, Penalties, and Compliance for Business Owners

IRC 409A governs nonqualified deferred compensation (NQDC) plans, imposing strict rules on when compensation can be deferred, when it must be paid.

Sep 5, 2026
US Tax

IRC 83(b) Election for Restricted Stock: How Founders and Startup Employees Lock In Low Tax Rates

The IRC 83(b) election is one of the most valuable and most frequently missed tax elections available to startup founders, early employees.

Sep 5, 2026
US Tax

IRC 83(b) Elections: How to Save Thousands on Restricted Stock and LLC Interests

An IRC 83(b) election allows a service provider who receives restricted stock or LLC/partnership interests subject to vesting to pay income tax on the.

Sep 5, 2026
US Tax

IRS Audit Process for Small Businesses: What to Expect and How to Respond

IRS audit types for small businesses: 1. Correspondence audit (most common). - Conducted entirely by mail. Correspondence.

Sep 5, 2026
US Tax

IRS Audit Red Flags for Small Businesses

Certain Schedule C characteristics increase audit risk: high deductions relative to income, cash-intensive businesses, round-number expenses.

Sep 5, 2026
US Tax

IRS Audit Representation: How a CPA Handles Your Audit with Form 2848 Power of Attorney

When the IRS selects your return for audit, you do not have to face the examiner alone. Types of IRS audits: | Audit Type | How It Works | Complexity |.

Sep 5, 2026
US Tax

How to Respond to an IRS Audit: Step-by-Step Guide for Small Business Owners

An IRS audit notice is not a criminal investigation. Most audits are correspondence audits resolved by mail.

Sep 5, 2026
US Tax

IRS Audit Triggers for Small Businesses: What Actually Increases Audit Risk

The IRS selects returns for audit based on DIF scores, information matching, and industry-specific indicators. Primary IRS audit selection methods: 1.

Sep 5, 2026
US Tax

IRS Audit Triggers for Small Businesses: What Increases Your Risk

The IRS audits approximately 0.4% of individual returns, but certain patterns increase audit risk: high Schedule C deductions relative to income.

Sep 5, 2026
US Tax

IRS Audit Triggers for Small Businesses: Red Flags, Prevention, and What to Expect

The IRS audits about 0.4% of individual returns, but Schedule C filers face higher rates (1-2%).

Sep 5, 2026
US Tax

How to Respond to an IRS Correspondence Audit

Most small business IRS audits are correspondence audits handled by mail. Correspondence audit basics: What triggers one: - Schedule C losses (especially.

Sep 5, 2026