
What California’s Proposed Wealth Tax Means for ISO Holders
Learn how California’s proposed wealth tax could affect ISO holders, liquidity, AMT exposure, and timing decisions – before new valuation rules take effect.

Until this sneaky page is tracked down, here are some ways to find your way around…

Learn how California’s proposed wealth tax could affect ISO holders, liquidity, AMT exposure, and timing decisions – before new valuation rules take effect.

California lawmakers continue to explore taxing unrealized gains. Learn how valuation-based taxes work, why they create liquidity risk, and what investors, founders, and business owners should consider now.

Form 1099-K reporting in 2026. From IRS thresholds, payment app reporting, taxable rules, & calendar year reporting, to business tips.

We’ll help you to compare construction accounting software for job costing, reporting and financial visibility.

Learn what the IRS is reviewing in current Employee Retention Credit audits. See eligibility rules, qualified wages, PPP interaction, recordkeeping needs and audit risks

Learn what triggers an IRS payroll audit, how to prepare your records, avoid penalties, and strengthen compliance. Expert CPA guidance to protect your business.
