Tax Planning
The Cost Recovery Method: When to Use It, Why It Works, and How to Do It Right
You don't have a profit until you've been paid. Period. Most business owners overstate their revenue. They book income on…
Form 5500-EZ: The $150,000 Mistake Hiding in Your Retirement Plan
Got a solo 401(k)? Then the IRS is expecting a form from you. One you’ve probably never heard of. It’s…
How Business Owners Write Off High-End Travel Legally
End Travel Legally Tax PlanningJune 25, 2025 If you’ve ever searched how to write off a vacation as a business…Installment Sale: Defer Taxes, Boost Cash Flow, Exit Smart
Most business owners focus on the headline number when they sell—how much they’re getting paid. But smart sellers? They focus…Mega Backdoor Roth IRA Explained: Unlock More Tax Savings
If your income’s too high for direct Roth IRA contributions, you’re not out of luck. In 2025, the cutoff is…Form 8858: A Tax Planning Must for Foreign Entities
If your business touches anything offshore – a foreign entity, a contractor you pay overseas, or even a shell company…How to Pay Yourself as an S Corp – Ask a CFO
This post is part of our upcoming video course on strategic tax planning and finance for small business owners by…How Far Back Can I Amend a Tax Return? What Business Owners Need to Know
Most business owners don’t realize this: you may have tens or hundreds of thousands sitting in past tax returns. But…Ask a CFO: What Is a Deferred Sales Trust?
A Deferred Sales Trust is a legal, IRS-recognized strategy that allows you to defer capital gains tax on the sale…Cost Segregation in Real Estate: A Tax Loophole That’s Closing Fast
Real estate isn’t just about location. It's about timing – especially when it comes to taxes. Most commercial property owners…
Charitable Remainder Annuity Trust (CRAT) Explained: Strategic Tax Planning with a Purpose
If you're sitting on appreciated assets like equity in a business, stock or real estate, and are thinking about the…
Form 8275: The IRS Form That Could Save You from a Six-Figure Penalty
Imagine bleeding six figures in cash over a single IRS penalty – money that should’ve stayed in your business, funding…The Augusta Rule Explained: Tax-Free Home Rentals for Business Owners
What if your business could pay you rent for using your own home—and neither you nor the IRS blinked? That’s…Material Participation Explained for Real Estate Investors
Most high-net-worth real estate investors are sitting on six or seven figures of suspended losses that they can’t touch. Not…
Advanced Tax Credits: What They Are & How To Use Them
For small and mid-sized enterprises (SMEs), reducing tax liability is crucial for maintaining profitability and reinvesting in growth. One of…
SECURE 2.0 Act in 2025: What Small Business Owners Need to Know
The SECURE 2.0 Act isn’t just a minor update – it’s a restructuring of how small businesses handle retirement benefits.…
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