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

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

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

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

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

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

Form 1099-K reporting in 2026. From IRS thresholds, payment app reporting, taxable rules, & calendar year reporting, to business tips.
Employee Retention Credit Audits: What the IRS Is Looking for Now

Learn what the IRS is reviewing in current Employee Retention Credit audits. See eligibility rules, qualified wages, PPP interaction, recordkeeping needs and audit risks
Preparing for an IRS Payroll Audit: Step-by-Step Guide for Employers

Learn what triggers an IRS payroll audit, how to prepare your records, avoid penalties, and strengthen compliance. Expert CPA guidance to protect your business.
Filing Composite Returns for Partners in Multiple States: A Guide for Pass-Through Entities

How composite returns simplify state tax filing for nonresident partners in PTE, from eligibility, pros and cons, and filing requirements.
