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.

Author:
John Malone, JD, CTCNovember 8, 2024
How to Prepare Your Startup's Financials for Year-End Reporting
Learn how to prepare essential financial documents for year-end reporting in your startup. This guide covers income statements, balance sheets, cash flow statements, and financial projections, offering key insights into creating transparent, investor-ready reports that highlight your startup's financial health and growth potential.

Author:
Greg O’Brien, CPAOctober 25, 2024
Beneficial Ownership Reporting: What it Means for Your Business
Learn about Beneficial Ownership Reporting under the Corporate Transparency Act. Discover what it means, who needs to report, exemptions, required information, and compliance tips to avoid penalties. Stay informed on new requirements to protect your business in 2024.
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Author:
Greg O’Brien, CPAOctober 11, 2024
Year-end checklist: A Comprehensive Guide for Small Business
Discover a step-by-step guide for small business owners to close their books accurately. Learn the importance of year-end closing, bank reconciliation, tax prep, and best practices to set your business up for a successful new year.

Author:
John Malone, JD, CTCOctober 4, 2024
The Essential Guide to S Corporation Taxes for Small Business Success
Discover how S Corporation status can benefit your small business with tax savings, liability protection, and retirement planning. Learn about pass-through taxation, self-employment tax reduction, and more in our comprehensive guide.

Author:
Greg O’Brien, CPASeptember 27, 2024
Budgeting 101 for Startups
Learn how to create a strong startup budget with this detailed guide. Discover smart spending strategies, break-even analysis, and cash flow management tips to set your business up for success.

Author:
John Malone, JD, CTCSeptember 20, 2024
Small Business Accounting: DIY or CPA?
Discover whether DIY accounting or hiring a CPA is the best approach for your small business. Learn the pros and cons of each, and find a solution that fits your unique needs.

Author:
Greg O’Brien, CPASeptember 13, 2024
Cash vs. Accrual Accounting: What's Best for Your Small Business?
Discover the key differences between cash-basis and accrual-basis accounting. Learn which method best suits your small business based on size, industry, and tax implications.

Author:
Greg O’Brien, CPASeptember 6, 2024
Key Financial Reports for Small Business Prosperity
Discover the key financial reports every small business owner should track, including income statements, balance sheets, and cash flow. Learn how to manage finances, spot trends, and drive growth with expert tips and technology solutions

Author:
Greg O’Brien, CPAAugust 23, 2024
How Can You Save More on Taxes with Real Estate?
Discover how to leverage real estate tax write-offs to reduce your taxable income. Learn about deductible expenses, depreciation, pass-through deductions, and tax-saving strategies like 1031 exchanges and Opportunity Zones. Optimize your real estate investments with expert tax planning tips

Author:
John Malone, JD, CTCAugust 16, 2024
Why Is Effective Cash Flow Management Crucial for Startups?
Discover why cash flow is vital for startups and how effective management can drive growth, innovation, and resilience. Learn strategies for optimizing cash inflows and outflows, leveraging technology, and building investor confidence through transparency and communication.

Author:
John Malone, JD, CTCAugust 9, 2024
Estate Tax Alert: Prepare for Big Changes in 2026
Stay ahead of the upcoming estate tax cliff set for January 1, 2026. Learn about potential changes from the TCJA, including reduced exemptions and new proposals from both Democrats and Republicans. Explore strategies to protect your wealth and navigate future tax implications with expert insights.

Author:
Greg O’Brien, CPAAugust 2, 2024
8 Smart Tax Tips for Real Estate Investors
Discover the top 10 tax strategies for real estate investors, including record-keeping, depreciation, tax credits, and expense acceleration. Maximize your tax savings and boost profitability with expert tips and insights.

Author:
Greg O’Brien, CPAJuly 26, 2024
12 Proven Accounting Strategies for Real Estate Success
Learn essential real estate accounting best practices to maximize returns, reduce risks, and confidently navigate the complexities of real estate investing. Discover tips on bookkeeping, financial reviews, and leveraging technology for success.

Author:
John Malone, JD, CTCJuly 20, 2024
Essential Accounting Practices for Digital Marketing Agencies
Discover how digital marketing agencies can optimize their financial management through effective accounting practices, ROI evaluation, professional accounting software, and strategic financial reporting. Learn the importance of cash flow management, tax deductions, budgeting, and fostering client trust through transparency.

Author:
John Malone, JD, CTCJuly 12, 2024
Avoiding These 10 Tax Mistakes: A Guide for Small Business Owners
Discover the top 10 tax mistakes small business owners should avoid. Learn how to choose the right business structure, maintain proper records, manage finances, and more to ensure compliance and financial success.

Author:
Greg O’Brien, CPAJuly 6, 2024
Top Accounting Software Solutions for Small Business Success in 2024
Discover the best accounting software for small business success in 2024. Learn how these tools can streamline financial operations, improve accuracy, and ensure tax compliance. Make informed decisions to boost your business growth with insights from Anomaly CPA.

Author:
Greg O’Brien, CPAJune 28, 2024
Investing in Startups Through Roth IRA
Discover the benefits of investing in startups through a self-directed Roth IRA. Learn how this strategy can lead to tax-free wealth growth, portfolio diversification, and generational wealth creation. Explore key considerations and steps to maximize your retirement investments.

Author:
Greg O’Brien, CPAJune 15, 2024
Accounting For Startups: What to Know in 2024
Discover the foundation of startup success with effective accounting practices. Learn the benefits of financial visibility, debt tracking, stakeholder communication, and tax compliance. Explore essential bookkeeping basics, key financial records, and top accounting software for startups. Empower your entrepreneurial journey with sound financial management and unlock sustainable growth.

Author:
John Malone, JD, CTCMay 30, 2024
Drive Scalable Growth with Outsourced Accounting Solutions
Discover how outsourced accounting services can streamline operations, enhance financial intelligence, and drive growth for businesses of all sizes. Learn about cost savings, specialized expertise, and proactive financial oversight in this transformative approach.

Author:
Greg O’Brien, CPAMay 25, 2024
The Guide to Real Estate Accounting in 2024
Master the fundamentals of real estate accounting with our comprehensive guide. Learn key expense tracking, best practices, and strategies to maximize deductions and ensure long-term success in the real estate market.

Author:
Greg O’Brien, CPAMay 18, 2024
Small Business Accounting: A Tax Strategist’s Perspective
Learn how to establish a solid foundation for your small business accounting with our comprehensive guide. Discover key activities such as opening a business bank account, choosing the right accounting method, and leveraging technology for efficient financial management. Embrace best practices for long-term growth and compliance.

Author:
John Malone, JD, CTCMay 10, 2024
Property Tax Exemptions: Who Qualifies?
Learn about property tax exemptions, including senior citizen, veteran, disability, homestead, and low-income exemptions, and how to navigate this complex landscape with professional guidance for maximizing tax savings.

Author:
John Malone, JD, CTCMay 4, 2024
Simplifying 2024 Startup Taxes: A Comprehensive Guide
Master startup taxes in 2024 with our easy-to-follow guide. Essential tips for efficient tax planning and savings.

