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Guides

Straight answers, written by the CPA who’d file it.

971 plain-English guides on cross-border moves, US and Canadian returns, and small-business money. Each one ends in what to do next, and says when a written Diagnostic is the smarter first step.

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

Page 12 of 41, newest first.

Cross-Border

US Subsidiary vs US Branch for a Canadian Company: Tax, Liability, and Filing Differences

A Canadian company expanding to the US chooses between a subsidiary and a branch. The tax, liability, and loss-utilization differences are significant.

Sep 4, 2026
Cross-Border

Reclaiming US Withholding Tax on Dividends and Interest for Canadian Investors

Canadian residents who receive US dividends face 15% treaty-reduced withholding. Some pay the full 30% and can reclaim the excess.

Sep 4, 2026
US Tax

Associate Veterinarian Compensation: Production Pay, Tax Treatment, and Classification

How veterinary practices pay associates through salary, production pay, or ProSal, and the payroll tax and worker classification rules each model triggers.

Sep 4, 2026
US Tax

Buying or Selling a Veterinary Practice: Valuation, Goodwill, and Tax Planning

Explains asset versus stock purchase structure, Form 8594 allocation, and IRC 197 goodwill amortization rules for buying or selling a veterinary practice.

Sep 4, 2026
US Tax

Veterinary Practice Entity Structure: LLC vs. S-Corp vs. Professional Corporation

How to choose the right entity type for a veterinary practice, including S-Corp reasonable salary rules, QBI limitations for veterinary SSTBs.

Sep 4, 2026
US Tax

Veterinary Equipment Depreciation: Section 179 and Bonus Depreciation

How veterinary practices can deduct X-ray machines, ultrasound units, surgical tables, and clinic building improvements using Section 179.

Sep 4, 2026
US Tax

Veterinary Drug and Supply Inventory: Accounting and Tax Treatment

How veterinary practices should account for drug and supply inventory, manage cost of goods sold, and handle expired medications for tax purposes.

Sep 4, 2026
US Tax

Mobile Veterinary Clinic and Telemedicine Tax Deductions

Tax deductions available to mobile veterinarians and telehealth vet practices, including vehicle expenses, equipment write-offs, home office deductions.

Sep 4, 2026
US Tax

Owning Your Veterinary Clinic Building: Separate Entity, Rent Deductions, and Self-Rental Rules

Explains why veterinary practice owners should hold their clinic building in a separate LLC, covering rent deductions, self-rental rules, and estate planning.

Sep 4, 2026
US Tax

Veterinary Practice Retirement Plans: 401(k), SEP, SIMPLE, and Cash Balance Options

Comparing retirement plan options for veterinary practice owners, including Solo 401(k), SEP-IRA, SIMPLE IRA, cash balance plans.

Sep 4, 2026
US Tax

Specialty and Emergency Veterinary Hospital Tax Issues

Tax planning for specialty referral and emergency veterinary hospitals, covering high-cost equipment depreciation, multi-doctor partnership structures.

Sep 4, 2026
US Tax

Veterinarian Student Loan Repayment: Tax Strategies, PSLF, and Employer Programs

Student loan repayment strategies for veterinarians, including PSLF eligibility, IDR plan tax consequences, the IRC 127 employer repayment exclusion.

Sep 4, 2026
Cross-Border

W-8BEN for Canadian Investors: How to Fill It Out and Reduce US Withholding to 15%

A Canadian resident who holds US stocks or receives US-source income gives Form W-8BEN to the payer to reduce withholding from 30% to the 15% treaty rate.

Sep 4, 2026
Cross-Border

Moving from Alberta to California: Taxes, RRSP, and the Energy-to-Tech Corridor

Alberta's flat 15% provincial rate is the lowest in Canada. Most Canada-to-US moves lower the tax bill.

Aug 31, 2026
Cross-Border

Moving from Alberta to Florida: Taxes, RRSP, and the Low-to-Zero Corridor

Alberta is already the cheapest province in Canada to leave from a tax standpoint. The provincial rate tops out at a flat 15%, there is no PST.

Aug 31, 2026
Cross-Border

Moving from Alberta to Michigan: Taxes, Energy, and the Auto Transition

Alberta's combined top rate near 48% meets Michigan's flat 4.25%. Michigan runs a flat 4.25% with no brackets at all.

Aug 31, 2026
Cross-Border

Moving from Alberta to New York: Taxes, NYC, and the Energy Finance Corridor

Alberta's flat 15% provincial rate is the lowest in Canada, but New York City's layered income tax pushes the combined rate above what Alberta charges.

Aug 31, 2026
Cross-Border

Moving from Alberta to Washington State: Taxes, the Capital Gains Excise, and the Tech Corridor

Alberta already runs the lightest provincial rate in Canada, no PST, just the 5% GST. Washington charges no state income tax at all.

Aug 31, 2026
Cross-Border

Moving from BC to Florida: Taxes, RRSP, and the Retiree Corridor

BC's combined top rate runs about 53.5%. Florida charges no state income tax. Florida charges 0% on personal income, of any kind, from any source.

Aug 31, 2026
Cross-Border

Moving from BC to Michigan: Taxes, Tech, and the Auto Transition

BC's combined top rate near 53.5% meets Michigan's flat 4.25%. British Columbia's combined federal and provincial top rate runs near 53.5%.

Aug 31, 2026
Cross-Border

Moving from BC to New York: Taxes, Wall Street, and the Rate Comparison

British Columbia's combined federal and provincial top rate runs about 53.5%, with the provincial share alone reaching 20.5%.

Aug 31, 2026
Cross-Border

Moving from BC to Texas: Taxes, the PST Drop, and the Tech Corridor

British Columbia's combined federal and provincial top rate runs near 53.5%, with the provincial share alone topping out at 20.5%.

Aug 31, 2026
Cross-Border

Moving from Calgary to Atlanta: Taxes, Energy-to-Corporate, and Georgia's Flat Rate

Alberta's ~48% top rate meets Georgia's 5.49% flat tax. Calgary's energy, fintech, and engineering talent is landing at Delta, NCR Voyix, and Trilith.

Aug 31, 2026
Cross-Border

Moving from Calgary to Austin: Taxes and the Energy-to-Tech Pivot

Calgary and Austin look like an odd pairing next to the Calgary-to-Houston corridor, because this one isn't energy chasing energy.

Aug 31, 2026