Tax Wealth Insights for Startups and Investors
Keeping you up to date with the latest news on tax strategies, cloud accounting thought leadership and more.

Rule of 40 for SaaS Companies: How Finance Teams Should Calculate and Use It
Author:
John Malone, JD, CTCOctober 29, 2026
Learn how to calculate the SaaS Rule of 40 using revenue growth, EBITDA, or free cash flow, and interpret results for financial planning.

Author:
Greg O’Brien, CPAOctober 28, 2026
SaaS Metrics Finance Teams Should Track: MRR, ARR, Churn and Runway
Learn the SaaS metrics finance teams should track, including MRR, ARR, churn, NRR, CAC, LTV, gross margin, burn multiple, and cash runway.

Author:
John Malone, JD, CTCOctober 27, 2026
Form 990 vs. 990-EZ vs. 990-N: Which Return Does Your Nonprofit File?
Form 990, 990-EZ, or 990-N? Learn IRS filing thresholds, nonprofit eligibility, deadlines, extensions, and the risks of missing annual returns.

Author:
Greg O’Brien, CPAOctober 26, 2026
What Is Nonprofit Accounting? Fund Accounting, Restrictions and Financial Reporting
Learn how nonprofit accounting works, including fund accounting, donor restrictions, grant tracking, financial statements, and Form 990 reporting.
Author:
Greg O’Brien, CPAOctober 25, 2026
Need IRS audit representation? How to choose a CPA, EA, or tax attorney
Need IRS audit representation? Compare CPAs, enrolled agents, and tax attorneys, understand Forms 2848 and 8821, and choose the right professional.
Author:
John Malone, JD, CTCOctober 24, 2026
Can an installment sale defer depreciation recapture on a rental property?
Can an installment sale defer depreciation recapture? Learn how Section 453, rental property gains, and recapture rules affect taxes when selling.
Author:
John Malone, JD, CTCOctober 23, 2026
R&D tax credit and Section 174A: what a startup’s CPA should coordinate in 2026
Learn how Section 174A and the R&D tax credit work in 2026, including qualified research, Section 280C, payroll credits, and startup CPA coordination.
Author:
Greg O’Brien, CPAOctober 22, 2026
Independent contractor vs. employee: how the IRS test works in 2026
Independent contractor or employee in 2026? Learn how the IRS evaluates worker classification, control, Form 1099-NEC, and misclassification risks.
Author:
Greg O’Brien, CPAOctober 21, 2026
Virtual CFO for real estate investors: what should the role cover?
What should a virtual CFO do for real estate investors? Explore cash flow forecasting, debt management, acquisition planning, and portfolio reporting.
Author:
John Malone, JD, CTCOctober 20, 2026
How to reconcile Form 941 with payroll records and W-2s
Learn how to reconcile Form 941 with payroll records, W-2s, and W-3 totals, identify discrepancies, and determine when Form 941-X is needed.
Author:
John Malone, JD, CTCOctober 19, 2026
Section 199A deduction in 2026: who qualifies and what limits apply?
Learn who qualifies for the Section 199A deduction in 2026 and how SSTB rules, income thresholds, W-2 wages, and property limits affect QBI.
Author:
John Malone, JD, CTCOctober 18, 2026
What should a virtual CPA review before a business acquisition in 2026?
Buying a business in 2026? Learn what a virtual CPA should review before signing, from due diligence and tax exposure to purchase price allocation.
Author:
John Malone, JD, CTCOctober 17, 2026
What changes in startup accounting after an LLC becomes a C corporation?
Learn what changes in startup accounting after an LLC becomes a C corporation, from opening balances and equity to payroll, Form 1120, and tax rules.
Author:
Greg O’Brien, CPAOctober 16, 2026
Does an 83(b) election start the QSBS holding period sooner for restricted stock in 2026?
Can an 83(b) election start the QSBS clock sooner? Explore the 30-day deadline, restricted stock rules, and 2026 Section 1202 tax exclusions.
Author:
John Malone, JD, CTCOctober 15, 2026
Which grouping election should Airbnb owners use for multiple properties?
Which grouping election should Airbnb owners use? Learn how IRC §469, material participation, and real estate professional rules affect multiple properties.
Author:
John Malone, JD, CTCOctober 14, 2026
How does a prior depreciation schedule change a cost segregation study for an Airbnb?
Already depreciating your Airbnb? Learn how cost segregation look-back studies, Form 3115, and Section 481(a) can affect your tax deductions.

