Taxation
How To Review K-1s Before Filing
Covers late K-1s, state schedules, basis information, passive activity notes, footnotes, and questions to ask. Guidance from Eric S. Smith, CPA, PLLC for c.
Common Mistakes With Charitable Noncash Contributions
Highlights valuation, appraisals, acknowledgments, Form 8283 issues, and recordkeeping for noncash gifts. Guidance from Eric S. Smith, CPA, PLLC for comple.
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
How To Document Business Purpose For Tax Deductions
Explains contemporaneous notes, receipts, meeting records, mileage logs, and consistent bookkeeping categories
Tax Filing Tips For Households With Multiple Income Sources
Covers W-2s, 1099s, K-1s, rental income, investment forms, estimated payments, and document organization. Guidance from Eric S. Smith, CPA, PLLC for comple.
What To Review When Tax Laws Change Mid-Year
Explains why taxpayers should revisit projections, withholding, deductions, credits, and entity assumptions after new guidance
Tax Season Readiness Checklist For Complex Returns
A pre-filing checklist for taxpayers with business income, investments, rental property, retirement accounts, or multi-state issues