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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 59 of 61, newest first.

US Tax

IRS Equitable Relief: The Innocent Spouse Alternative When You Don't Qualify

Equitable relief is the third type of innocent spouse relief, and it is often the only option available.

Aug 27, 2026
US Tax

IRS Innocent Spouse Relief: Building a Case with Form 8857

When one spouse's tax problems create a joint liability, Form 8857 offers three types of innocent spouse relief.

Aug 27, 2026
US Tax

IRS Lien vs Levy: What Each Means and How to Remove Each

The difference between an IRS federal tax lien and an IRS levy. A lien and a levy are not the same thing, and confusing them leads to wrong decisions.

Aug 27, 2026
US Tax

IRS Passport Revocation for Tax Debt: The $62,000 Threshold

Since 2018, the IRS can certify a taxpayer's seriously delinquent tax debt to the State Department, which then denies passport applications.

Aug 27, 2026
US Tax

IRS Statute of Limitations: The 3-Year, 6-Year, 10-Year, and Unlimited Rules

IRS statutes of limitation for assessment and collection. The 3-year, 6-year, 10-year, and unlimited rules, plus the tolling events that extend each one.

Aug 27, 2026
US Tax

IRS Taxpayer Advocate Service: When Form 911 Actually Works

When and how to use the IRS Taxpayer Advocate Service. It is not a shortcut, not an appeals process, and not a complaint hotline.

Aug 27, 2026
US Tax

Law Firm Billing and Collections: Billing Cycles, Payment Terms, Fee Disputes, and AR Management

Law firms write off 10-15% of recorded time before billing, then collect only 85-90% of what they bill.

Aug 27, 2026
US Tax

Law Firm Bookkeeping: Chart of Accounts, Client Cost Advances, and Monthly Close

The chart of accounts must reflect all of this, or the financial statements will not tell the partners how the firm is actually performing.

Aug 27, 2026
US Tax

Law Firm Client Trust Interest: IOLTA Reporting, Interest on Lawyer Trust Accounts, and Tax Implications

IOLTA interest goes to the state bar foundation, not the lawyer or client. Before IOLTA, these funds sat in non-interest-bearing trust accounts.

Aug 27, 2026
US Tax

Law Firm Cybersecurity: Data Breach Costs, Cyber Insurance, and Tax Deductions for Security Investments

A data breach at a law firm does not just expose names and Social Security numbers (like a retail breach).

Aug 27, 2026
US Tax

Law Firm Entity Structure: PC, PLLC, LLP, and Why the S-Corp Election Matters

For most law firms the entity question is really the S-corp question: whether to split owner income into salary and distributions.

Aug 27, 2026
US Tax

Law Firm Partner Compensation: Guaranteed Payments, Distributions, and Self-Employment Tax

A law firm partner's pay arrives as guaranteed payments and a distributive share on the K-1, and both carry self-employment tax.

Aug 27, 2026
US Tax

Law Firm Retirement Plans: Solo 401(k), Cash Balance, and Defined Benefit Plans for Partners

Law firm partners can defer over $200,000 a year by stacking a solo 401(k) with a cash balance plan. How each plan type works and the contribution limits.

Aug 27, 2026
US Tax

Law Firm Succession Planning: Buy-Sell Agreements, Practice Valuation, and Partner Transitions

A law firm without a succession plan loses value when a founding partner exits. It loses the client relationships that partner built over decades.

Aug 27, 2026
US Tax

Law Firm Tax Deductions: Malpractice Insurance, CLE, Marketing, and the Expenses Unique to Legal Practice

Law firms have deductions other businesses do not: malpractice insurance, bar dues, CLE, and legal research subscriptions.

Aug 27, 2026
US Tax

Managing Rental Properties Across 5+ LLCs: The Multi-Entity Bookkeeping Guide

Separate LLCs isolate liability, not tax. The reason for multiple LLCs is liability isolation, not tax benefit.

Aug 27, 2026
US Tax

Nonprofit Donor Acknowledgment Letters: What IRC 170 Requires and What Gets Donations Disallowed

For any gift of $250 or more the donor's deduction depends on your letter: the amount, whether goods or services were provided, their value.

Aug 27, 2026
US Tax

Nonprofit Employee Retention Credit: ERC Eligibility, Calculation, and the IRS Moratorium

Tax-exempt organizations under IRC 501(c) were eligible for the Employee Retention Credit (ERC) on the same basis as for-profit employers.

Aug 27, 2026
US Tax

Nonprofit Executive Compensation: Reasonable Pay, Excess Benefit Transactions, and Form 990 Disclosure

Form 990 requires disclosure of compensation for officers, directors, key employees, and the five highest-paid employees and independent contractors.

Aug 27, 2026
US Tax

Nonprofit Fiscal Sponsorship: How It Works, Tax-Deductible Donations Without 501(c)(3) Status, and the Two Models

A project without its own 501(c)(3) can take tax-deductible gifts through a fiscal sponsor that controls the money.

Aug 27, 2026
US Tax

Nonprofit Form 990 Filing Guide: Which Version, What It Discloses, and What Triggers an Audit

Every exempt organization files a version of Form 990 unless it's a church, and three missed years end the exemption automatically.

Aug 27, 2026
US Tax

Nonprofit Governance: Conflict of Interest Policy, Board Oversight, and the Form 990 Questions

Form 990 asks whether your nonprofit has conflict of interest, whistleblower, and document retention policies.

Aug 27, 2026
US Tax

Nonprofit Grant Management: Restricted Funds, Compliance Reporting, and What Happens When You Misspend

A grant restricted to youth literacy can't pay the rent, and the accounting has to prove it didn't. Under the FASB standard for nonprofits (ASC 958).

Aug 27, 2026
US Tax

Starting a Nonprofit: 501(c)(3) Application, State Registration, and the First-Year Compliance Checklist

There is a specific order of operations for launching a nonprofit, and most founders get at least one step wrong.

Aug 27, 2026