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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 36 of 61, newest first.

US Tax

S-Corp Payroll Setup Guide: How to Pay Yourself a Reasonable Salary

S-Corp payroll requirements: 1. Obtain an EIN from the IRS (if the S-Corp does not already have one) using Form SS-4 2. Obtai.

Sep 5, 2026
US Tax

S-Corp Reasonable Compensation: How to Set Your Owner Salary

How the IRS determines reasonable compensation: The IRS uses the factors from *Revenue Ruling 1974-44* and the *Watson v. Commissioner* line of cases: 1.

Sep 5, 2026
US Tax

S-Corp Reasonable Salary: How to Set It by Industry Without Triggering an IRS Audit

The IRS requires S-Corp shareholder-employees to pay themselves a reasonable salary before taking distributions.

Sep 5, 2026
US Tax

Tax Planning for Seasonal Businesses: Cash Flow, Estimated Taxes, and Year-Round Deductions

Seasonal businesses face unique tax challenges because income is concentrated in a few months while many expenses occur year-round.

Sep 5, 2026
US Tax

Section 1031 Like-Kind Exchanges: Deferring Tax on Real Property Sales

A Section 1031 exchange allows a business owner to sell real property and defer all capital gains tax by reinvesting the proceeds into replacement.

Sep 5, 2026
US Tax

Section 1202 QSBS Exclusion: How to Exclude Up to $10 Million in Capital Gains

IRC Section 1202 allows founders to exclude up to $10 million (or 10x basis) in capital gains from the sale of Qualified Small Business Stock held for 5+.

Sep 5, 2026
US Tax

Section 1202 QSBS: How to Exclude Up to 100% of Capital Gains on Qualified Small Business Stock

IRC 1202 provides one of the most generous tax benefits in the code. QSBS qualification requirements: | Requirement | Rule | |------------|------| | Issuer.

Sep 5, 2026
US Tax

Section 1244 Stock: How to Deduct Small Business Stock Losses as Ordinary (Not Capital) Losses

Section 1244 of the Internal Revenue Code allows founders and original investors in small businesses to deduct stock losses as ordinary losses (up to.

Sep 5, 2026
US Tax

Section 1244 Small Business Stock: Converting a Business Loss into an Ordinary Tax Deduction

IRC Section 1244 allows founders to deduct up to $50,000 ($100,000 MFJ) of losses on qualifying small business stock as ordinary losses instead of capital.

Sep 5, 2026
US Tax

Section 1244 Stock: Converting Capital Losses to Ordinary Losses on Small Business Stock

Section 1244 of the IRC allows individual shareholders of qualifying small business corporations to treat losses on the sale or worthlessness of their.

Sep 5, 2026
US Tax

Section 179 and Bonus Depreciation: The Complete Guide for Small Business Owners

Section 179 and 100% bonus depreciation allow small businesses to deduct the full cost of equipment, vehicles.

Sep 5, 2026
US Tax

Section 179D: Energy-Efficient Commercial Building Deduction for Building Owners and Designers

Section 179D of the Internal Revenue Code provides a deduction for energy-efficient improvements to commercial buildings.

Sep 5, 2026
US Tax

Section 199A QBI Deduction: Aggregation, SSTB Rules, and Maximizing the 20% Pass-Through Deduction

The Section 199A qualified business income (QBI) deduction allows pass-through business owners to deduct up to 20% of qualified business income.

Sep 5, 2026
US Tax

Section 199A QBI Deduction: The Complete Guide for Small Business Owners

The qualified business income deduction under IRC 199A provides a 20% deduction on pass-through business income. QBI deduction framework: Below the income.

Sep 5, 2026
US Tax

QBI Deduction W-2 Wages and UBIA Limitation: How to Maximize the 20% Deduction Above the Income Threshold

Above the income threshold ($191,950 single / $383,900 MFJ), the Section 199A QBI deduction for non-SSTB businesses is limited to the greater of 50% of.

Sep 5, 2026
US Tax

Section 409A Deferred Compensation: Rules, Penalties, and Compliance for Small Businesses

IRC 409A governs nonqualified deferred compensation arrangements.

Sep 5, 2026
US Tax

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

IRC 409A governs all nonqualified deferred compensation arrangements and imposes severe penalties for noncompliance.

Sep 5, 2026
US Tax

Section 529 Plans for Business Owners: Using Your Business to Fund Education

529 plan basics for business owners: 1. Federal tax treatment. Contributions are NOT deductible for federal income tax purposes. Growth is tax-free.

Sep 5, 2026
US Tax

Self-Employed Health Insurance Deduction: Rules for Sole Proprietors and S-Corp Owners

Self-employed individuals can deduct 100% of health insurance premiums (medical, dental, vision) for themselves, their spouse, and dependents.

Sep 5, 2026
US Tax

Self-Employed Quarterly Tax Payment Calendar and Deadlines for 2025

Self-employed individuals must pay estimated taxes quarterly: April 15, June 15, September 15, and January 15. 2025 estimated tax payment calendar: |.

Sep 5, 2026
US Tax

Self-Employment Tax: How It's Calculated, Who Pays It, and How to Reduce It

Self-employment tax calculation: The formula: 1. Start with Schedule C net profit (or K-1 self-employment income) 2. Start.

Sep 5, 2026
US Tax

Self-Employment Tax Reduction Strategies for Small Business Owners

Self-employment tax is 15.3% on the first $168,600 of net earnings (2024), then 2.9% above that. The S-Corp election is the primary reduction strategy.

Sep 5, 2026
US Tax

Self-Rental Rules: When Renting Property to Your Own Business Creates a Tax Trap

Renting property you own to your own S-Corp or C-Corp is a common tax strategy. Rental income is normally passive income (IRC 469(c)(2)), even if the.

Sep 5, 2026
US Tax

Tax Consequences of Selling Your Small Business

Selling a small business triggers capital gains, depreciation recapture (ordinary income), and potentially the 3.8% net investment income tax.

Sep 5, 2026