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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 7 of 41, newest first.

US Tax

F&I Income Recognition for Auto Dealers: When Revenue Hits the Books

F&I products generate high-margin income, but the timing of recognition depends on whether the dealer is agent or obligor.

Sep 4, 2026
US Tax

Floor Plan Interest Deduction for Auto Dealers: The IRC 163(j) Exception

Auto dealers can deduct floor plan financing interest without the IRC 163(j) interest cap, but relying on it can cost the dealership bonus depreciation.

Sep 4, 2026
US Tax

Buying or Selling a Dealership: Goodwill, Blue Sky, and IRC 197 Amortization

Blue sky is the biggest number in a dealership buy-sell. Here is how goodwill, franchise rights, and covenants not to compete are allocated, amortized.

Sep 4, 2026
US Tax

LIFO Inventory for Auto Dealers: How It Works and When It Saves Tax

The LIFO method lets auto dealers defer tax on rising vehicle prices by valuing inventory at older, lower costs, but the conformity rule ties it to your books.

Sep 4, 2026
US Tax

Multi-State Tax for Auto Dealer Groups: Nexus, Apportionment, and Entity Structure

Dealer groups operating across state lines face nexus rules, single-sales-factor apportionment, entity structure choices, and state PTET elections to sort out.

Sep 4, 2026
US Tax

Service Department Accounting for Auto Dealers: Warranty, Parts, and Labor

The service department is the dealership's most consistent profit center, with warranty reimbursement, parts inventory, and labor rate accounting to manage.

Sep 4, 2026
Cross-Border

When Does a Canadian Business Create US Tax Nexus? Physical Presence, ECI, and the Treaty Shield

A Canadian business creates US tax nexus when it earns income that is effectively connected with a US trade or business.

Sep 4, 2026
Cross-Border

Canadian CCPC with a US Shareholder: How Integration Breaks and What to Do About It

Canada's corporate integration system is designed so that income earned through a CCPC is taxed at roughly the same rate as income earned personally.

Sep 4, 2026
Cross-Border

Canadian Departure Tax: The Deemed Disposition When You Leave Canada

When a Canadian resident emigrates, Canada treats them as having sold most of their property at fair market value on the date of departure.

Sep 4, 2026
Cross-Border

Moving from Canada to the US: Tax Planning Checklist Before You Cross the Border

A Canadian who is moving to the US should take several tax steps before departure to minimize the departure tax, preserve treaty benefits.

Sep 4, 2026
Cross-Border

The US LLC Tax Trap for Canadians: Why a Disregarded Entity Creates Double Taxation

A Canadian resident who owns a single-member US LLC faces potential double taxation. The US taxes the LLC's income on the.

Sep 4, 2026
Cross-Border

Canadian RRSP and US Tax: How the US Treats Your Canadian Retirement Account

A US person with a Canadian RRSP faces a mismatch between how Canada and the US treat the account. Canada defers tax on RRSP contributions and growth.

Sep 4, 2026
Cross-Border

Canadian Tax on US Social Security Benefits: How Canada Taxes Your American Retirement Income

A Canadian resident who receives US Social Security benefits reports only 85% on the Canadian return. The treaty and ITA 110(1)(f) determine the actual tax.

Sep 4, 2026
US Tax

Construction Contractor Tax Deductions: Vehicle, Equipment, Tools, and Every Expense You Should Be Writing Off

A CPA's guide to the tax deductions available to construction contractors, from heavy equipment and Section 179 to subcontractor payments, insurance.

Sep 4, 2026
US Tax

Construction Accounting Methods: Cash, Accrual, Completed Contract, and Percentage of Completion

Which accounting method a construction company must (or can) use on its tax return depends on contract length, gross receipts, and contract type.

Sep 4, 2026
US Tax

Percentage of Completion Method (PCM) for Contractors: IRC 460 Rules, Calculations, and Look-Back Interest

The percentage of completion method under IRC 460 determines when construction contractors recognize revenue on long-term contracts.

Sep 4, 2026
US Tax

Construction Retainage: Accounting, Tax Treatment, and Cash Flow Impact

Retainage (the 5-10% holdback on each progress payment) creates accounting complexity, tax timing questions, and real cash flow pressure.

Sep 4, 2026
US Tax

Retirement Plans for Construction Business Owners: Solo 401(k), SEP-IRA, Cash Balance, and Safe Harbor Options

Construction company owners can defer $70,000+ per year through the right retirement plan. For 2025, a solo construction company owner can defer up to.

Sep 4, 2026
Cross-Border

Cross-Border Business Structures: Comparing Options for Operating in Both Canada and the US

A cross-border business must choose between an LLC, a corporation, and a branch. Each produces different tax consequences in Canada and the US.

Sep 4, 2026
Cross-Border

Selling a Cross-Border Business: Tax on the Sale When Owner and Company Span Canada and the US

A share sale, asset sale, or earn-out each produce different tax results in Canada and the US. Treaty credits limit but do not eliminate double tax.

Sep 4, 2026
Cross-Border

Cross-Border Estate and Inheritance Tax: What Happens When Assets and Heirs Are in Different Countries

The US imposes estate tax on worldwide assets of US persons and on US-situs assets of non-residents. Canada taxes gains at death through deemed disposition.

Sep 4, 2026
Cross-Border

Cross-Border Gift Tax: How Canada and the US Tax Gifts Between Family Members in Different Countries

The US imposes a gift tax on the donor. Canada and the US handle gifts in fundamentally different ways.

Sep 4, 2026
Cross-Border

Cross-Border Retirement Withdrawals: Tax on RRSP, 401(k), IRA, and Pension When You Live in the Other Country

Withdrawing from a retirement account in one country while living in the other triggers withholding, income inclusion, and a foreign tax credit calculation.

Sep 4, 2026
Cross-Border

Cross-Border Trusts Between Canada and the US: How Both Countries Tax Trust Income

A trust with connections to both Canada and the US faces dual taxation, complex reporting, and treaty provisions that often do not resolve the overlap.

Sep 4, 2026