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.
When does a family management company make sense for business owners in 2026?
Author:
Greg O’Brien, CPASeptember 6, 2026
Learn when a family management company makes sense in 2026 and how related-party fees, payroll, Section 199A, Section 469, and documentation affect the strategy.
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Author:
Greg O’Brien, CPAAugust 21, 2026
Cost segregation studies explained: how businesses accelerate depreciation
Learn how cost segregation studies and 100% bonus depreciation can accelerate deductions and create significant tax savings for property owners.
Author:
John Malone, JD, CTCAugust 21, 2026
What should a monthly close include for real estate professionals in 2026?
Learn what a real estate monthly close should include in 2026, from property-level reporting and debt tracking to REPS, material participation, and cost segregation.
Author:
John Malone, JD, CTCAugust 20, 2026
When is a bookkeeper no longer enough in 2026, and when should a growing business hire a virtual CPA?
Learn when a bookkeeper is no longer enough in 2026 and when a growing business should hire a virtual CPA for reporting, tax planning, and decisions.
Author:
Greg O’Brien, CPAAugust 19, 2026
What documentation do founders need to prove QSBS before a financing or exit in 2026?
Learn what founders need to document QSBS before a financing or exit in 2026, from stock issuance and board records to holding period and Section 1202 proof.
Author:
Greg O’Brien, CPAAugust 18, 2026
When is a bookkeeper no longer enough in 2026, and when should a growing business hire a virtual CPA?
Learn when a bookkeeper is no longer enough in 2026 and when growing businesses should upgrade to a virtual CPA for reporting, tax planning, and decisions.
Author:
Greg O’Brien, CPAAugust 17, 2026
How much should a startup pay for investor-ready accounting after a seed round in 2026?
See what investor-ready startup accounting should cost after a seed round in 2026, including monthly close, accrual reporting, R&D credits, and Anomaly CPA pricing.
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Author:
Greg O’Brien, CPAAugust 16, 2026
Is mid-year tax planning worth it in 2026? What business owners can still change before year-end
Mid-year tax planning in 2026 is usually worth it when S corporation compensation, estimated taxes, PTE elections, Section 199A, or multi-state exposure can still change before year-end.
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Author:
John Malone, JD, CTCAugust 15, 2026
Should founders gift QSBS to a non-grantor trust before a 2026 exit?
Learn whether founders should gift QSBS to a non-grantor trust before a 2026 exit, how holding periods carry over, and where late-stage planning creates risk.
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Author:
John Malone, JD, CTCAugust 14, 2026
How much does proactive tax planning cost in 2026, and when is it worth it for S corporation owners?
See what proactive tax planning costs in 2026 for S corporation owners, when it is worth the fee, and when one-time versus ongoing support makes sense.
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Author:
Greg O’Brien, CPAAugust 13, 2026
Should Airbnb owners order a cost segregation study before or after a renovation in 2026?
Learn when Airbnb owners should order a cost segregation study before or after a renovation in 2026, and how timing affects basis, deductions, and tax strategy.
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Author:
Greg O’Brien, CPAAugust 12, 2026
Do real estate professionals need separate books for each LLC and property in 2026?
Learn when real estate professionals need separate books for each LLC or property in 2026, and how bookkeeping structure affects REPS, tax strategy, and reporting.
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Author:
John Malone, JD, CTCAugust 11, 2026
How to switch to a virtual CPA firm in 2026 without disrupting payroll, bookkeeping, or tax deadlines
Learn how to switch to a virtual CPA firm in 2026 without disrupting payroll, bookkeeping, tax deadlines, or monthly reporting.
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Author:
John Malone, JD, CTCAugust 10, 2026
What should a startup monthly close include in 2026?
Learn what a startup monthly close should include in 2026, from reconciliations to runway reporting, payroll, and tax planning, with Anomaly CPA.
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Author:
John Malone, JD, CTCAugust 9, 2026
Can short-term rental owners use cost segregation without real estate professional status in 2026?
Learn when short-term rental owners can use cost segregation without REPS in 2026 and how average stays, material participation, and Section 469 affect losses.
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Author:
John Malone, JD, CTCAugust 8, 2026
What documentation do startups need for the R&D tax credit in 2026?
Learn what documentation startups need for the R&D tax credit in 2026, including project records, wage support, technical evidence, and payroll tax election files.
