Tax Insights
Articles and resources on tax planning, IRS representation, business tax issues, and complex individual tax questions. These materials are general educational resources, not a substitute for advice on your specific facts.
Tax Considerations For Selling Appreciated Stock
Frames capital gains, holding periods, estimated payments, charitable coordination, and conversations with investment advisors
How To Prepare For A Clean Business Year-End Close
Covers reconciliations, accruals, payroll, receivables, inventory, owner transactions, and tax planning handoff
Tax Questions To Ask Before Bringing Payroll In-House
Covers payroll deposits, tax filings, software controls, worker classification, benefits, and owner oversight. Guidance from Eric S. Smith, CPA, PLLC for c.
How To Plan Around Net Investment Income Tax
Explains the concept at a high level, income categories, thresholds, and why projections matter for high-income taxpayers
Tax Planning For Owners Taking On Outside Investors
Discusses entity records, allocations, investor reporting, capital accounts, governance documents, and tax communication
How To Document Business Purpose For Tax Deductions
Explains contemporaneous notes, receipts, meeting records, mileage logs, and consistent bookkeeping categories