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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 57 of 87, newest first.

US Tax

Multi-State Work for Tradespeople: Licensing, Tax Nexus, and Filing Obligations When You Cross State Lines

Working a job in another state can create income tax nexus, a separate licensing requirement, and a non-resident return.

Sep 4, 2026
US Tax

Tax Deductions for Plumbers, Electricians, and HVAC Technicians: What Actually Qualifies

Self-employed tradespeople can deduct tools, vehicle costs, licensing, continuing education, and uniforms under IRC 162.

Sep 4, 2026
US Tax

Retirement Plans for Self-Employed Tradespeople: SEP IRA, Solo 401(k), and Defined Benefit Options

A SEP IRA or Solo 401(k) can shelter up to $72,000 of self-employment income in 2026. A SEP IRA allows a contribution of up to 25% of net self-employment.

Sep 4, 2026
US Tax

Section 179 and Bonus Depreciation for Trades Equipment: Trucks, Tools, and Heavy Equipment

Trades businesses can fully expense service trucks, diagnostic equipment. Section 179 under IRC 179 allows up to $2,560,000 of qualifying equipment to be.

Sep 4, 2026
US Tax

Work Vehicle Tax Deductions for Tradespeople: Mileage vs Actual Cost and Fleet Management

Tradespeople choose between the standard mileage rate and actual expenses in the first year a vehicle is placed in service.

Sep 4, 2026
Cross-Border

Limitation on Benefits (LOB): When the US-Canada Treaty Denies Treaty Benefits

The US-Canada tax treaty's Limitation on Benefits article can deny treaty benefits to entities and arrangements that lack a genuine connection to either country.

Sep 4, 2026
US Tax

LLC, S-Corp, or Sole Prop: Choosing the Right Entity Structure for a Trucking Business

The right entity structure for a trucking company depends on income level, fleet size, and self-employment tax exposure.

Sep 4, 2026
US Tax

Freight Broker Tax Guide: 1099 Reporting, Independent Contractor Rules, and Load Board Income

Freight brokers face unique tax rules around 1099-NEC reporting, the freight payment exemption, independent contractor classification.

Sep 4, 2026
US Tax

IFTA Fuel Tax Compliance: Quarterly Reporting, Fuel Credits, and Audit Survival for Truckers

IFTA applies to qualified motor vehicles (over 26,000 lbs GVW or 3+ axles) that operate in two or more IFTA member jurisdictions.

Sep 4, 2026
US Tax

Form 2290 Heavy Highway Vehicle Use Tax: Filing Rules, Weight Thresholds, and Deadlines

Form 2290 applies to any highway motor vehicle with a taxable gross weight of 55,000 pounds or more. The tax period runs.

Sep 4, 2026
US Tax

Leasing vs. Buying a Truck: A Tax Comparison for Owner-Operators

Should you lease or buy your next truck? The tax treatment is different, and the right answer depends on your cash flow, income level.

Sep 4, 2026
US Tax

Multi-State Tax for Trucking Companies: Nexus, Apportionment, and PL 86-272 Protection

Trucks cross state lines every day, but state income tax obligations depend on nexus, apportionment formulas, and whether PL 86-272 provides protection.

Sep 4, 2026
US Tax

Owner-Operator Tax Deductions: A Line-by-Line Schedule C Breakdown for Truckers

Every deduction an owner-operator can claim on Schedule C, from fuel and maintenance to per diem and lumper fees, mapped to the correct tax form line.

Sep 4, 2026
US Tax

Trucker Per Diem Meal Deduction: IRS Rules, DOT Rates, and How to Maximize It

Owner-operators and self-employed truckers subject to DOT hours-of-service regulations can deduct meals at a flat per diem rate instead of tracking receipts.

Sep 4, 2026
US Tax

Retirement Plans for Truckers: SEP-IRA, Solo 401(k), and Defined Benefit Options

Owner-operators and fleet owners have access to powerful retirement plans that double as tax shelters. Self-employed truckers can choose from three main.

Sep 4, 2026
US Tax

Heavy Truck Depreciation: Section 179, Bonus Depreciation, and MACRS for Trucking

Trucks over 14,000 lbs GVWR are exempt from the IRC 280F luxury automobile caps that limit depreciation on passenger vehicles.

Sep 4, 2026
Cross-Border

US Citizens Abroad: Foreign Earned Income Exclusion vs Foreign Tax Credit, and When to Use Each

A US citizen living abroad can exclude foreign earned income under IRC 911 or claim a foreign tax credit under IRC 901. Choosing wrong can cost thousands.

Sep 4, 2026
Cross-Border

US Citizen Moving to Canada: Tax Planning for Americans Becoming Canadian Residents

A US citizen who moves to Canada continues to file US tax returns for life (citizenship-based taxation) and adds Canadian filing obligations as a new.

Sep 4, 2026
Cross-Border

US Estate Tax for Canadians Who Own US Property: What Happens When a Non-Citizen Dies Owning US Assets

A non-resident non-citizen (NRA, "non-resident alien") who dies owning US-situs property faces US estate tax under IRC 2101.

Sep 4, 2026
Cross-Border

US Person Owning a Canadian Corporation: Form 5471, CFC Rules, and GILTI

A US person who owns more than 50% of a Canadian corporation faces controlled foreign corporation rules, GILTI inclusion, Subpart F income.

Sep 4, 2026
Cross-Border

US Person Inheriting from a Canadian Estate: Tax Obligations on Both Sides of the Border

When a US person inherits from a Canadian estate, the Canadian estate pays tax on deemed disposition gains. The US heir faces Form 3520 and FBAR obligations.

Sep 4, 2026
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