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.
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PTE tax election CPA near me in 2026: how pass-through owners should compare advisors
Author:
Greg O’Brien, CPAMay 16, 2026
Looking for a PTE tax election CPA in 2026? Learn how SALT cap limits, owner residency, IRS Notice 2020-75, and state tax credit rules affect pass-through entity planning.
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Author:
Greg O’Brien, CPAFebruary 18, 2026
12 Proven Ways to Reduce Capital Gains Tax on Real Estate
Selling property? Discover 12 proven, legal strategies to reduce, defer, or avoid capital gains tax on real estate and keep more profit in your pocket.
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Author:
John Malone, JD, CTCFebruary 16, 2026
Understanding Passive Activity Losses: A Comprehensive Guide
Learn how passive activity loss rules work, who qualifies for exceptions, and how real estate investors can use suspended losses to reduce their tax bill.
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Author:
John Malone, JD, CTCFebruary 14, 2026
The Ultimate R&D Tax Credit Qualifications Checklist For Businesses
Discover the exact R&D tax credit qualifications to pass the IRS four-part test, claim eligible expenses, and maximize your startup's tax runway.
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Author:
Greg O’Brien, CPAFebruary 13, 2026
Understanding S Corporation Taxes in 2026
S corporation taxes explained—pass-through rules, reasonable compensation, QBI, and strategies to cut self-employment tax without IRS risk.
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Author:
John Malone, JD, CTCFebruary 12, 2026
Tax Free Wealth Principles Every Entrepreneur Should Know
Practical tax strategies entrepreneurs use to reduce taxes — QSBS, R&D credits, entity choice, retirement plans, and real estate tactics. From Anomaly CPA.
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Author:
Greg O’Brien, CPAFebruary 10, 2026
How We Keep Our Client's Data Protected as a Virtual CPA
Learn how virtual CPAs protect client's data through encryption, secure cloud accounting, MFA, and compliance monitoring. Expert insights from Anomaly CPA.
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Author:
John Malone, JD, CTCFebruary 9, 2026
The Future of Innovation Incentives: R&D Expense Changes in OBBB Explained
OBBB adds §174A to expense domestic R&E in 2025; foreign stays 15 years. See how this affects §41 credits and planning with Rev. Proc. 2025-28.
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Author:
John Malone, JD, CTCFebruary 6, 2026
What Is a Virtual CFO? Services and Benefits Explained
Learn what a virtual CFO does, how services work, pricing ranges, and when growing businesses should hire fractional CFO support.

Author:
John Malone, JD, CTCJanuary 30, 2026
Startup Financials: The Complete Guide for Founders in 2026
This guide covers the three core financial statements, the metrics that actually matter for fundraising, and how to build investor-ready books from day one.
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Author:
Greg O’Brien, CPADecember 15, 2025
How the OBBB Tax Law Reshapes R&D Credits for 2025 and Beyond
OBBB creates §174A to expense domestic R&E in 2025. See how this affects your §41 credit base, §280C, §163(j), and transition relief for 2022–2024.
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Author:
John Malone, JD, CTCDecember 1, 2025
Preparing for 2026 and Beyond: Long-Term Tax Strategy After the OBBB Law Updates
Prepare for bonus depreciation phase-down after 2027. Learn long-term planning for §174A R&D expensing, §41 credits, NOL limits, and §163(j).
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Author:
John Malone, JD, CTCNovember 30, 2025
Bonus Depreciation After OBBB: What Business Owners Need to Know Before Year-End
OBBB restores 100% bonus depreciation for 2025–2027. Learn placed-in-service rules, how it compares to §179, and what to prioritize before December 31, 2025.
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Author:
Greg O’Brien, CPANovember 14, 2025
Year-End Planning Under OBBB: Leveraging Bonus Depreciation and R&D Credits Together
Learn how OBBB lets you pair 100% bonus depreciation with §174A R&D expensing and the §41 credit—while avoiding 280C and NOL traps before Dec 31, 2025.
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Author:
Greg O’Brien, CPAAugust 17, 2025
The R&D Tax Credit for Service Businesses in 2025
See how service firms qualify for the 2025 R&D tax credit: what counts, eligible costs, and the documentation to maximize savings.
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Author:
Greg O’Brien, CPAJune 23, 2025
Everything You Need to Know About The QSBS Exemption
If you’re involved with an early-stage business, understanding how to qualify for and benefit from QSBS could potentially save you millions. In this guide, we’ll break down what QSBS is, how it works, who qualifies, and key strategies to maximize your exemption.
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Author:
John Malone, JD, CTCJune 8, 2025
Guide to Claiming and Maximize the R&D Tax Credit
Learn how your business can save money with the R&D tax credit—who qualifies, how to claim it, and tips to maximize your savings.
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Author:
Greg O’Brien, CPAJune 8, 2025
The Benefits of Outsourcing Accounting Services
Learn how outsourcing accounting services can help your business save money, increase efficiency, and access expert financial advice.

Author:
Greg O’Brien, CPAFebruary 28, 2025
The Differences Between S Corp vs LLC
Confused about choosing between an LLC and an S Corp? Learn the key differences, tax advantages, and compliance requirements to find the right fit for your business with expert insights from Anomaly CPA.

Author:
Greg O’Brien, CPAJanuary 24, 2025
The Hidden Tax Deductions Small Business Owners Often Miss
Discover 10 overlooked tax deductions for small businesses, including home office expenses, QBI, and R&D credits. Learn how to save more with expert tax strategies from Anomaly CPA.

Author:
John Malone, JD, CTCJanuary 10, 2025
How to Build a Scalable Accounting System for Your Startup’s Growth
Learn how to build a scalable accounting system for your startup. Discover key steps, tools, and expert strategies to ensure financial accuracy, compliance, and efficiency as your business grows.

Author:
John Malone, JD, CTCDecember 21, 2024
How to Prepare Your Small Business for a Financial Audit
Learn how to prepare your small business for a financial audit with these actionable tips. Organize records, review internal controls, and work with a CPA to ensure compliance and build trust with stakeholders.

Author:
Greg O’Brien, CPANovember 29, 2024
AI & Small Business Accounting
Discover how AI is revolutionizing small business accounting with automation, real-time insights, and smarter decision-making. Learn the benefits, challenges, and steps for implementing AI in your financial processes.

Author:
John Malone, JD, CTCNovember 22, 2024
Year-End Tax Strategies: A Comprehensive Guide for Startups and Small Businesses
Optimize your tax position with our comprehensive year-end tax strategies guide for startups and small businesses. Learn to reduce taxes, maximize deductions, and plan for growth with expert tips.

Author:
Greg O’Brien, CPANovember 15, 2024
Small Business Accounting: Essential Metrics for Success
Discover the core financial metrics every small business owner needs to track, including revenue, expenses, cash flow, and customer metrics. Learn how to analyze these key indicators to drive growth, improve efficiency, and ensure long-term success.
