September 13, 2026

Does a 351 ETF exchange really let you avoid capital gains?

Here’s some context if you ever get a marketing email saying: contribute your appreciated stock portfolio […]
September 11, 2026

Cash Balance Plans: Six-Figure Tax Deductions that Makes Sense

A 401(k) tops out at $72,000 in total contributions for 2026 (that’s employee deferrals plus everything […]
December 12, 2025

Your Business & Personal Taxes with OBBB

What the Enacted 2025 Tax Law Means for Individuals and Businesses On July 4, 2025, the […]
October 13, 2025

Pass Through Entity Taxes with Higher SALT Deduction

Deductibility of Pass-Through Entity Taxes with $40,000 per year SALT tax cap BACKGROUND: When states like […]
December 22, 2020

ROUND 2: PPP & EIDL Loans

Congress has passed another Covid relief bill and there is help for businesses who experienced a […]
December 6, 2020

Shareholder Basis

Shareholder Basis, The Retained Earnings for LLC’s & S-Corps Keeping track of your shareholder basis (also […]
April 3, 2020

Paycheck Protection Program – Interim Final Rule

January 31, 2020

Small Employer Health Insurance Tax Credit

January 31, 2020

LLC or S Corp?