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Guides

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

2,076 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 45 of 87, newest first.

US Tax

Tax Planning for Wedding Planners and Event Planning Businesses: Vendor Payments, Deposit Handling, and Seasonal Income

Wedding and event planning businesses face unique tax challenges because of the timing mismatch between collecting deposits (often 6-18 months before the.

Sep 5, 2026
US Tax

Year-End Tax Planning Checklist for Small Business Owners: 15 Strategies Before December 31

A comprehensive year-end tax planning checklist covering equipment purchases, retirement contributions, estimated tax true-up, 1099 preparation.

Sep 5, 2026
US Tax

Year-End Tax Planning for Small Business Owners: 15 Strategies to Reduce Your Tax Bill

The most effective year-end tax strategies for small business owners: income deferral, expense acceleration, retirement plan contributions.

Sep 5, 2026
US Tax

Small Business Tax Record Retention: How Long to Keep Receipts, Returns, and Financial Records

Keep tax returns for 7 years, employment records for 4 years, asset records until disposed + 3 years, and corporate records permanently.

Sep 5, 2026
US Tax

Business Tax Recordkeeping: What to Keep, How Long, and What the IRS Requires

The IRS requires businesses to keep records that support the income and deductions reported on tax returns for the applicable statute of limitations.

Sep 5, 2026
US Tax

Tax Treatment of Intellectual Property: Patents, Copyrights, Trademarks, and Royalty Income

Intellectual property (IP) has unique tax treatment depending on how it is created, acquired, and monetized. IP classification and tax treatment: | IP Type.

Sep 5, 2026
US Tax

Prepaid Expenses and the 12-Month Rule: How Cash-Method Businesses Accelerate Deductions

Cash-method businesses can accelerate deductions by prepaying certain expenses before year-end. Under the 12-month rule (Reg.

Sep 5, 2026
US Tax

Business Travel Deduction Rules: The Overnight Test, Per Diems, and What You Can Write Off

Business travel expenses are deductible under IRC 162 when the trip requires an overnight stay away from the taxpayer's tax home.

Sep 5, 2026
US Tax

Business Travel Tax Deductions: Rules, Per Diem, and Documentation Requirements

Business travel is deductible when the trip is primarily for business, requires overnight stay.

Sep 5, 2026
US Tax

Trust Fund Recovery Penalty (TFRP): Personal Liability for Unpaid Payroll Taxes (IRC 6672)

The trust fund recovery penalty makes responsible persons personally liable for unpaid employee withholding taxes.

Sep 5, 2026
US Tax

Trust Fund Recovery Penalty (IRC 6672): When the IRS Comes After You Personally for Payroll Taxes

The trust fund recovery penalty under IRC 6672 is one of the most aggressive collection tools in the IRS arsenal. What constitutes the "trust fund" portion.

Sep 5, 2026
US Tax

Trust Fund Recovery Penalty (IRC 6672): Personal Liability for Unpaid Payroll Taxes

The trust fund recovery penalty under IRC 6672 holds 'responsible persons' personally liable for the employee portion of payroll taxes (federal income tax.

Sep 5, 2026
US Tax

Reasonable Compensation for Business Owners: IRS Audit Risks and How to Set the Right Salary

The IRS scrutinizes business owner compensation from two opposite directions depending on entity type. Reasonable compensation audit risks by entity type: |.

Sep 5, 2026
US Tax

Vacation Rental Tax Rules: The 14-Day Rule, Mixed-Use Allocation, and IRC 280A

Three categories under IRC 280A: | Category | Rental Days | Personal Use Days | Tax Treatment | |----------|------------|------------------|--------------| | 1.

Sep 5, 2026
US Tax

Vacation Rental Tax Rules: The 14-Day Rule and IRC 280A

Renting your home for 14 days or fewer per year makes the income completely tax-free (the 'Masters exemption'). Above 14 days, the personal use vs.

Sep 5, 2026
US Tax

Business Vehicle Deduction: Standard Mileage vs Actual Expenses, SUV Loophole, and Documentation

Business owners choose between standard mileage rate (70 cents/mile in 2025) and actual expenses for vehicle deductions.

Sep 5, 2026
US Tax

Business Vehicle Deductions: Standard Mileage vs. Actual Expenses for Self-Employed Owners

Self-employed business owners who use a personal vehicle for business can deduct either the standard mileage rate or actual vehicle expenses.

Sep 5, 2026
US Tax

Business Vehicle Deductions: Standard Mileage vs. Actual Expenses, Section 179, and the 6,000 lb Rule

Business vehicle deductions come in two methods: standard mileage (70 cents/mile in 2025, simpler) or actual expenses (gas, insurance, repairs.

Sep 5, 2026
US Tax

Business Vehicle Deductions: Section 179, Bonus Depreciation, and the 6,000 lb Rule

Vehicles over 6,000 lbs GVWR qualify for full Section 179 or bonus depreciation (no IRC 280F luxury auto limits).

Sep 5, 2026
US Tax

Business Vehicle: Buy vs. Lease Tax Comparison

Buy vs. lease tax comparison: Purchasing (depreciation method): - Passenger vehicles (under 6,000 lbs GVWR): subject to.

Sep 5, 2026
US Tax

Vehicle Deduction for Business: Section 179, Bonus Depreciation, and the 6,000-Pound Rule

Business vehicles over 6,000 pounds GVWR (SUVs, trucks, vans) can be fully deducted in Year 1 using Section 179 (up to $31,300 SUV cap for 2025) plus.

Sep 5, 2026
US Tax

Wash Sale Rule for Business Owners: How IRC 1091 Affects Your Investment Losses

The wash sale rule (IRC 1091) disallows a loss deduction when substantially identical securities are purchased within 30 days before or after the sale.

Sep 5, 2026
US Tax

When to Hire a CPA for Your Small Business: The Break-Even Point and What to Expect

Most business owners benefit from a CPA when revenue exceeds $50,000 or when the business has employees, an S-Corp, rental property.

Sep 5, 2026
US Tax

Work Opportunity Tax Credit (WOTC): Tax Credits for Hiring From Targeted Groups

The WOTC provides a tax credit of $2,400-$9,600 per qualified employee hired from targeted groups including veterans, SNAP recipients, ex-felons.

Sep 5, 2026