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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 31 of 41, newest first.

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
US Tax

Nonprofit UBIT: When a Tax-Exempt Organization Owes Income Tax, What's Excluded, and How Form 990-T Works

A nonprofit owes 21% on net income from a regular business unrelated to its purpose, after a $1,000 deduction.

Aug 27, 2026
Cross-Border

Principal Residence Exemption Across the Border: Canada and the US

How the Canadian principal residence exemption under ITA 40(2)(b) and the US section 121 exclusion interact when you sell a home after crossing the border.

Aug 27, 2026
Canadian Tax

Ontario Probate Fees: Avoidance Strategies, Multiple Wills, and the Cross-Border Layer

Ontario's estate administration tax charges 1.5% on every dollar of estate value above $50,000. On a $2 million estate.

Aug 27, 2026
Cross-Border

RDTOH and US shareholders of Canadian corporations

How Canada's refundable dividend tax on hand system interacts with US tax rules for Americans owning CCPCs, including CFC, GILTI.

Aug 27, 2026
US Tax

Real Estate Professional Status: The 750-Hour Test That Unlocks Rental Loss Deductions

Real Estate Professional Status (REPS) removes the per-se passive classification that IRC 469(c)(2) applies to all rental activities.

Aug 27, 2026
US Tax

Real Estate Wholesaling Tax: Is My Assignment Fee Ordinary Income?

A wholesale assignment fee is ordinary income, not a capital gain. The dealer classification triggers self-employment tax and blocks 1031 exchanges.

Aug 27, 2026
Cross-Border

Reporting US Airbnb Income on Your Canadian Tax Return

Canadian residents report US Airbnb income on Form T776, claim the foreign tax credit on T2209, and file T1135 if the property cost exceeds $100,000 CAD.

Aug 27, 2026
Cross-Border

How Canadians report US income on their return

How to report US income on your Canadian T1, including foreign tax credits on T2209, T1135 filing thresholds, and the mistakes that trigger reassessments.

Aug 27, 2026
Cross-Border

Cross-border RESP planning for US and Canadian families

How RESPs work across the US-Canada border: trust reporting, PFIC exposure, CESG grants, withdrawal tax, and planning strategies for cross-border families.

Aug 27, 2026
US Tax

Restaurant Bookkeeping: Food Cost, Prime Cost, and the Numbers That Keep You Open

Food cost and prime cost determine whether a restaurant makes money. A restaurant that does not know its food cost percentage weekly is flying blind.

Aug 27, 2026
US Tax

Restaurant Cash Flow Management: Seasonal Budgeting, Weekly Forecasting, and Surviving the Slow Months

Most restaurants that close are profitable on paper but run out of cash. Here is how to build a weekly cash flow forecast and manage seasonal swings.

Aug 27, 2026
US Tax

Restaurant Entity Structure: LLC vs S-Corp and When the Switch Saves Tax

Most restaurants start as an LLC. When net income exceeds $60,000-$80,000, an S-corp election can save self-employment tax.

Aug 27, 2026
US Tax

Restaurant Inventory Management: Food Waste, Shrinkage, and Tax Deductions for Spoilage

Restaurants waste 4-10% of purchased food before it reaches a plate. Here is how to track inventory, account for waste, and deduct spoilage losses.

Aug 27, 2026
US Tax

Restaurant Lease Negotiation: Triple Net, Percentage Rent, CAM Charges, and Tax Treatment

The lease is a restaurant's largest fixed cost after labor. The base rent is the number that appears in the listing.

Aug 27, 2026
US Tax

Restaurant Payroll: Tipped Minimum Wage, Overtime for Tipped Employees, and State-by-State Rules

How the tip credit, tipped minimum wage, and overtime rules work for restaurant payroll, with common mistakes and state-by-state differences.

Aug 27, 2026
US Tax

Restaurant Sales Tax: Food and Beverage Exemptions, Catering Rules, and State-by-State Differences

A bottle of water sold at a restaurant is taxable in states where prepared food is taxable, but exempt in states where non-prepared beverages are exempt.

Aug 27, 2026
US Tax

Restaurant Startup Costs: Pre-Opening Expenses, Liquor Licenses, and the IRC 195 Election

Which restaurant pre-opening costs are deductible immediately, which must be amortized over 180 months under IRC 195, and which are capital expenditures.

Aug 27, 2026
US Tax

Restaurant Tip Reporting: Form 8027, Tip Allocation, and IRS Compliance

Restaurants with 10 or more tipped employees must file Form 8027. If reported tips fall below 8% of gross receipts, the IRS requires tip allocation.

Aug 27, 2026