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Guides

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

2,121 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 36 of 89, newest first.

Small Business & Bookkeeping

IRS Reasonable Cause Penalty Abatement: How to Get Tax Penalties Removed

The IRS removes penalties when the taxpayer demonstrates reasonable cause (not willful neglect). IRS penalties aren't final.

Sep 5, 2026
Small Business & Bookkeeping

S-Corp Reasonable Compensation: How the IRS Determines Your Salary and What Happens If It's Wrong

S-Corp owners who perform services for the corporation must pay themselves a 'reasonable compensation' as W-2 wages before taking distributions.

Sep 5, 2026
Small Business & Bookkeeping

S-Corp Reasonable Compensation: How to Set Your Salary

S-Corp owners must pay themselves a reasonable salary before taking distributions. Too low risks IRS reclassification, too high wastes the FICA savings.

Sep 5, 2026
Small Business & Bookkeeping

Defending Reasonable Compensation: How to Document Your S-Corp Salary If the IRS Questions It

The IRS can reclassify S-Corp distributions as wages if the owner's salary is unreasonably low. The IRS requires S-Corp shareholder-employees to pay.

Sep 5, 2026
Small Business & Bookkeeping

Reasonable Compensation for S-Corp Owners: How to Set Your Salary

S-Corp owners must pay themselves a reasonable salary before taking distributions. Every S-Corp owner who performs services for the business must.

Sep 5, 2026
Small Business & Bookkeeping

Reasonable Compensation for S-Corp Owners: How the IRS Determines Your Salary

S-corp owner-employees must pay themselves a reasonable salary before taking distributions. How the IRS determines the number and what triggers audits.

Sep 5, 2026
Small Business & Bookkeeping

Reasonable Compensation for S-Corp Owners: The 9 Court Factors the IRS Lists and How to Set Your Salary

S-Corp shareholders who perform services for the corporation must pay themselves a reasonable salary before taking distributions.

Sep 5, 2026
Small Business & Bookkeeping

S-Corp Reasonable Salary: The IRS Factors, BLS Benchmarks, and How Much Is Too Low

The IRS evaluates S-Corp reasonable salary using industry benchmarks, experience, hours worked, and comparable wages. Covers key rules, filing.

Sep 5, 2026
Small Business & Bookkeeping

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

The IRS requires S-Corp owner-employees to pay themselves a reasonable salary before taking distributions. Too low lets the IRS reclassify distributions as wages.

Sep 5, 2026
Small Business & Bookkeeping

S-Corp Reasonable Salary: How the IRS Determines What You Should Pay Yourself

The IRS requires S-Corp owner-employees to pay themselves a 'reasonable salary' before taking distributions. Too low lets the IRS reclassify distributions as wages.

Sep 5, 2026
Small Business & Bookkeeping

Record-Keeping Requirements: What to Keep, How Long, and What the IRS Actually Needs

The IRS requires records to support income, deductions, and credits claimed on tax returns. Record retention periods. Covers key rules, filing.

Sep 5, 2026
Tax Planning

IRS Record-Keeping Requirements for Small Business Owners

The IRS requires records that support every number on your tax return. The IRS requires every business to maintain records that support the income.

Sep 5, 2026
Small Business & Bookkeeping

Related-Party Transaction Rules: Tax Implications of Business Deals with Family and Partners

IRC 267 applies heightened scrutiny to transactions between related parties. Family members, controlled entities, and trusts face loss disallowance rules.

Sep 5, 2026
Small Business & Bookkeeping

Related Party Transactions: IRC 267 Loss Disallowance, Constructive Ownership, and Controlled Group Rules

IRC 267 disallows losses on sales between related parties and defers accrued expenses owed to related cash-basis payees. Who is related, attribution, and controlled groups.

Sep 5, 2026
Small Business & Bookkeeping

Tax Implications of Remote Workers in Multiple States

Hiring remote workers in other states creates income tax nexus, payroll withholding obligations, and potential sales tax exposure for your business.

Sep 5, 2026
Small Business & Bookkeeping

Tax Implications of Remote Workers in Multiple States: Nexus, Withholding, and Convenience-of-the-Employer Rules

Hiring remote workers in multiple states creates tax compliance obligations that many small businesses underestimate. Covers economic nexus thresholds,.

Sep 5, 2026
Small Business & Bookkeeping

Tax Implications of a Remote Workforce: Multi-State Payroll, Nexus, and Compliance

Hiring remote employees creates state tax obligations in every state where those employees work. State obligations triggered by a remote employee: |.

Sep 5, 2026
Tax Planning

The R&D Tax Credit (IRC 41): How Small Businesses Claim Credits for Innovation

The Research and Development Tax Credit under IRC 41 provides a dollar-for-dollar credit for qualified research expenses (QREs) that meet the four-part.

Sep 5, 2026
Tax Planning

R&D Tax Credit for Small Businesses: Qualifying Activities, Calculation, and Payroll Tax Offset

The research and development (R&D) tax credit under IRC 41 is one of the most underutilized tax benefits for small businesses.

Sep 5, 2026
Tax Planning

Research and Development (R&D) Tax Credit for Small Business: Form 6765 and the Payroll Tax Offset

The R&D tax credit (IRC 41) allows businesses to claim a credit for qualified research activities, including developing new products, improving processes.

Sep 5, 2026
Tax Planning

The R&D Tax Credit for Small Businesses: How IRC 41 Can Offset Payroll and Income Taxes

The Research and Development (R&D) tax credit under IRC 41 is available to any business that develops or improves products, processes, software, formulas.

Sep 5, 2026
Tax Planning

Research and Development Tax Credit: How Small Businesses Claim the IRC 41 R&D Credit

The Research and Development (R&D) tax credit under IRC 41 provides a dollar-for-dollar reduction in tax liability for businesses that develop or improve.

Sep 5, 2026
Tax Planning

Research and Development Tax Credit for Small Businesses (IRC 41)

Small businesses can claim a tax credit of 6-10% of qualified research expenses under IRC 41. The research and development (R&D) tax credit under IRC.

Sep 5, 2026
Tax Planning

Early Withdrawal from Retirement Accounts: Penalties, Exceptions, and SEPP Plans for Business Owners

Withdrawals from 401(k) and IRA accounts before age 59.5 trigger a 10% early withdrawal penalty plus ordinary income tax.

Sep 5, 2026