Thought Leadership Blogs

Because we care about our audience and their businesses - we strive to keep our community updated about the latest in business and finance.

We create content to answer the questions that are on your mind. If you are looking for answers to specific questions, don’t hesitate to schedule a discovery call with our friendly team.

Washington’s Millionaires Tax: What the New 9.9% Income Tax Could Mean for Multi-State Tax Planning

March 17, 2026

Trevor McCandless

Washington may introduce its first income tax. Learn how the proposed 9.9% millionaires tax could affect your residency, income allocation, and tax planning.

When Tax Season Really Starts: How Business Owners Should Prepare Before the Filing Deadline

March 9, 2026

Trevor McCandless

Tax season starts long before the deadline. Discover what your business should prepare now to avoid delays and maximize tax planning opportunities.

The Documents Your CPA Actually Needs Before March 15

February 27, 2026

Trevor McCandless

Avoid last-minute stress before the March 15 S-Corp and partnership deadline. Learn exactly what documents your CPA needs for accurate, strategic filing.

Beyond the Tax Break: Why Atlanta Is Becoming the AI Capital of the South

February 23, 2026

Trevor McCandless

Atlanta’s AI ecosystem is expanding through venture capital, research institutions, and innovation hubs. Learn what’s driving AI business growth and commercialization in the region.

Redomiciling Your LLC or C-Corp: A Step-by-Step Guide for Tech Founders

February 18, 2026

Trevor McCandless

Explore when redomiciling makes sense for tech founders, including tax exposure, investor readiness, and the step-by-step process of moving your company’s domicile.

What California’s Proposed Wealth Tax Means for ISO Holders

January 26, 2026

Trevor McCandless

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

Unrealized Gains vs. Real Liquidity: Why California’s Proposal Is a Cash Flow Killer

January 16, 2026

Trevor McCandless

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.

1099-K Reporting in 2026: What Business Owners Need to Know

December 15, 2025

Trevor McCandless

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

fusion-cpa-construction-accounting-software

Construction Accounting Software Comparison Guide

December 10, 2025

Trevor McCandless

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

Employee Retention Credit Audits: What the IRS Is Looking for Now

December 8, 2025

Trevor McCandless

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