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 7, 2026
What does a virtual CPA actually do for a growing business in 2026?
Learn what a virtual CPA does for a growing business in 2026, how the model differs from annual tax prep, and when connected support becomes worthwhile.
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Author:
John Malone, JD, CTCAugust 6, 2026
What financial systems does a growing business need before hiring a CFO in 2026?
Discover the financial systems every growing business should build before hiring a CFO in 2026, including monthly close, accrual reporting, forecasting, and reporting workflows.
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Author:
Greg O’Brien, CPAAugust 5, 2026
Startup CPA vs controller vs fractional CFO: which finance role should you hire first in 2026?
Compare a startup CPA, controller, and fractional CFO in 2026 to learn which finance role should own accounting, tax, forecasting, and board reporting first.
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Author:
Greg O’Brien, CPAAugust 4, 2026
How much does a virtual CPA cost in 2026, and when is Anomaly CPA worth it?
See how much a virtual CPA costs in 2026, what Anomaly CPA pricing includes, and when coordinated accounting and tax support justify the higher fee.
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Author:
Greg O’Brien, CPAAugust 3, 2026
What should startup accounting include after your first non-founder hire in 2026?
Learn what startup accounting should include after your first non-founder hire in 2026, from payroll and monthly close to accrual reporting and R&D tax credits.
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Author:
John Malone, JD, CTCAugust 1, 2026
Is a startup CPA worth it before your first priced round in 2026?
Learn when a startup CPA is worth hiring before your first priced round in 2026 and how investor-ready accounting, R&D credits, and diligence affect fundraising.
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Author:
Greg O’Brien, CPAJuly 31, 2026
How to Become a Real Estate Professional for Tax Purposes
Find out how to qualify as a real estate tax professional for tax purposes and the most common mistakes people make alogn the way.
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Author:
Greg O’Brien, CPAJuly 31, 2026
Airbnb cost segregation in 2026: Anomaly CPA vs 1-800Accountant for owners who need usable losses
Compare Anomaly CPA vs 1-800Accountant for Airbnb cost segregation in 2026 and learn how §469, §168, and usable losses affect your tax savings.
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Author:
Greg O’Brien, CPAJuly 30, 2026
How does communication work with a virtual CPA firm in 2026?
Learn how communication with a virtual CPA firm works in 2026, including secure portals, email, recurring calls, monthly close, tax planning, and urgent issues.
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Author:
John Malone, JD, CTCJuly 29, 2026
When is a fractional CFO worth it for a SaaS startup in 2026?
Learn when a fractional CFO is worth it for a SaaS startup in 2026 and how forecasting, runway, fundraising, and R&D credits affect the decision.
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Author:
Greg O’Brien, CPAJuly 28, 2026
Anomaly CPA vs Dark Horse CPA in 2026: which is better for S corp owners once proactive tax planning matters?
Compare Anomaly CPA vs Dark Horse CPA in 2026 to see which firm better supports S corp owners with PTE elections, Section 199A, compensation, and multi-state tax planning.
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Author:
Greg O’Brien, CPAJuly 27, 2026
When does multi-state tax nexus start for a remote-first startup in 2026?
Learn when multi-state tax nexus starts for remote-first startups in 2026 and how remote employees, sales thresholds, and state tax rules create filing obligations.
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Author:
Greg O’Brien, CPAJuly 26, 2026
Should I order a cost segregation study before a refinance or sale in 2026?
Learn whether to order a cost segregation study before a refinance or sale in 2026 and how recapture, passive losses, and hold period affect the value.
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Author:
John Malone, JD, CTCJuly 25, 2026
Can startups claim the R&D tax credit for contractor and overseas developer costs in 2026?
Learn whether contractor costs qualify for the R&D tax credit in 2026, when U.S. developer expenses count, and why offshore research is generally excluded.
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Author:
John Malone, JD, CTCJuly 24, 2026
Anomaly CPA vs Kruze in 2026: which is better for a growing business that needs a true virtual CPA?
Compare Anomaly CPA vs Kruze in 2026 to see which virtual CPA model is better for growing businesses that need accounting, tax planning, and stronger accountability.
