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.
How should content creators track brand deals, 1099s, and quarterly taxes?
Author:
Greg O’Brien, CPASeptember 29, 2026
Content creators should track brand deals, 1099s, expenses, and quarterly taxes before tax season. Learn when estimated payments and CPA support start to matter.
Author:
John Malone, JD, CTCSeptember 28, 2026
Does converting an Airbnb to a long-term rental undo cost segregation in 2026?
Converting an Airbnb to a long-term rental usually does not undo cost segregation, but it may change passive-loss treatment and deduction timing under IRC §469.
Author:
Greg O’Brien, CPASeptember 27, 2026
When is a lazy 1031 exchange worth considering instead of a traditional 1031 in 2026?
Learn when a lazy 1031 may be worth considering in 2026, how it differs from a traditional 1031, and why passive-loss math matters.
Author:
John Malone, JD, CTCSeptember 26, 2026
How do married couples prove real estate professional status to the IRS in 2026?
Learn how married couples prove real estate professional status in 2026, including spouse-hour rules, material participation, and IRS-ready records.
Author:
Greg O’Brien, CPASeptember 25, 2026
What should a business do after a remote employee creates state tax nexus in 2026?
Learn what to do after a remote employee creates state tax nexus in 2026, from payroll registrations to multi-state filing cleanup and planning.
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Author:
John Malone, JD, CTCSeptember 25, 2026
Startup R&D tax credit: how businesses offset payroll taxes
Use the startup R&D tax credit to offset up to $500,000 in employer payroll taxes per year - even before you owe income tax. Anomaly CPA explains who qualifies.
Author:
John Malone, JD, CTCSeptember 24, 2026
What should digital agency accounting include when ad spend and contractor margins distort profitability in 2026?
Learn what digital agency accounting should include in 2026 when ad spend, contractor margins, and owner tax planning distort true profitability.
Author:
Greg O’Brien, CPASeptember 23, 2026
What should cloud accounting automate, and what still needs CPA review in 2026?
See what cloud accounting should automate in 2026, what still needs CPA review, and how growing businesses should balance automation with expert oversight.
Author:
John Malone, JD, CTCSeptember 22, 2026
What should online CPA services include for a startup after the seed round in 2026?
Learn what online CPA services should include for a post-seed startup in 2026, from monthly close and tax planning to investor-ready reporting.
Author:
John Malone, JD, CTCSeptember 21, 2026
How should Airbnb owners plan estimated taxes when occupancy changes in 2026?
Learn how Airbnb owners should plan estimated taxes in 2026 when occupancy changes, including safe harbors, passive-loss limits, and seasonal income.

Author:
Greg O’Brien, CPASeptember 20, 2026
Should you hire a CPA before buying your next rental property? What real estate investors should decide first
Learn when to hire a CPA before buying a rental property and what to review first, including entity structure, passive losses, renovations, and cost segregation.

Author:
John Malone, JD, CTCSeptember 19, 2026
Short-term rental CPA: what Airbnb owners need after bookkeeping is clean
Learn what a short-term rental CPA should handle after Airbnb bookkeeping is clean, including material participation, personal use, basis, and cost segregation.

Author:
Greg O’Brien, CPASeptember 18, 2026
Tax planning and strategy for founder-owned service businesses: what should happen before year-end
Learn what founder-owned service businesses should address before year-end, including compensation, reimbursements, SSTB limits, PTE elections, and tax planning.

Author:
John Malone, JD, CTCSeptember 17, 2026
CPA tax strategist for multi-entity business owners: when year-round planning actually pays for itself
Learn when a CPA tax strategist makes sense for multi-entity business owners, what year-round planning costs, and when proactive strategy can pay for itself.

Author:
Greg O’Brien, CPASeptember 16, 2026
Outsourced accounting companies vs a virtual CPA firm: what growing businesses should choose
Compare outsourced accounting companies vs virtual CPA firms and learn which model better fits growing businesses that need accounting, tax planning, and advisory.

Author:
John Malone, JD, CTCSeptember 15, 2026
Online CPA services for S corporation owners: what should be included, and what should it cost?
Learn what online CPA services for S corporation owners should include, what they cost, and when bookkeeping, payroll, tax, and planning should work together.
