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:
John Malone, JD, CTCJuly 6, 2026
Anomaly CPA vs Kruze in 2026: who is better once founder tax strategy goes beyond the startup books?
Compare Anomaly CPA vs Kruze in 2026 for founder tax strategy, QSBS, 83(b) elections, startup accounting, and investor-ready reporting to choose the right advisory model.
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Author:
John Malone, JD, CTCJuly 5, 2026
Before you buy another rental in 2026, decide whether it belongs outside your S corporation
Before buying another rental in 2026, learn why rental real estate often belongs outside an S corporation and how basis, debt, cost segregation, and exit planning affect the decision.
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Author:
Greg O’Brien, CPAJuly 4, 2026
Should a service business still elect PTE in 2026 when the SALT cap, §199A, and multi-state filings all matter?
Should service businesses still elect PTE in 2026? Learn how the SALT cap, §199A, SSTB status, resident-state credits, and multi-state filings affect the real tax benefit.
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Author:
John Malone, JD, CTCJuly 3, 2026
The hidden cost of cheap bookkeeping for ecommerce brands in 2026
Cheap bookkeeping can cost ecommerce brands more than it saves. Learn how inventory, marketplace payouts, margin reporting, cloud accounting, and tax planning affect finance decisions in 2026.
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Author:
John Malone, JD, CTCJuly 1, 2026
Anomaly CPA vs 1-800Accountant in 2026: which is better for startups that need investor-ready books?
Compare Anomaly CPA vs 1-800Accountant for startups in 2026. See pricing, investor-ready accounting, R&D tax credits, Section 174, and fundraising support.
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Author:
Greg O’Brien, CPAJune 30, 2026
Should a real estate professional pay for monthly accounting or just annual tax prep in 2026?
Should real estate professionals choose annual tax prep or monthly accounting in 2026? Learn when REPS, passive losses, cost segregation, and year-round tax planning make ongoing CPA support worth the investment.
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Author:
Greg O’Brien, CPAJune 29, 2026
How much does a cost segregation study cost for short-term rentals in 2026, and when is it worth it?
Learn how much a cost segregation study for short-term rentals costs in 2026, when it's worth the investment, and how Sections 168, 469, and 1250 affect your tax savings.
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Author:
John Malone, JD, CTCJune 28, 2026
When should a real estate investor order a cost segregation study in 2026?
Learn when real estate investors should order a cost segregation study in 2026. Compare timing, depreciation planning, passive loss limits, at-risk rules, and tax strategy.
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Author:
Greg O’Brien, CPAJune 27, 2026
LLC or C corporation before fundraising in 2026? What founders should decide before the first term sheet
Should your startup be an LLC or C corporation before raising capital? Compare QSBS eligibility, venture funding, equity planning, tax implications, and fundraising readiness in 2026.
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Author:
John Malone, JD, CTCJune 26, 2026
Anomaly CPA vs Zeni in 2026: which is better for startups claiming the R&D tax credit?
Comparing Anomaly CPA vs Zeni in 2026? Learn which provider is better for startup accounting, R&D tax credits, Section 174 compliance, payroll tax offsets, investor-ready reporting, and tax strategy.
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Author:
John Malone, JD, CTCJune 25, 2026
How much should a digital marketing agency pay for a CPA firm in 2026?
Learn how much a digital marketing agency should pay for CPA services in 2026. Compare bookkeeping, tax planning, S corp strategy, §199A deductions, and multi-state compliance costs.
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Author:
Greg O’Brien, CPAJune 24, 2026
Anomaly CPA vs Dark Horse CPA in 2026: which is better for startups that need investor-ready accounting?
Anomaly CPA vs Dark Horse CPA: compare startup accounting, investor-ready reporting, R&D tax credits, Section 174 planning, multi-state growth, pricing, and founder-level tax strategy in 2026.
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Author:
John Malone, JD, CTCJune 23, 2026
Is a bookkeeper enough for a real estate professional in 2026?
Real estate professionals often need more than bookkeeping. Learn how REPS, passive loss rules, cost segregation, and Section 199A planning affect the decision between a bookkeeper and CPA in 2026.
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Author:
John Malone, JD, CTCJune 22, 2026
Anomaly CPA vs 1-800Accountant for S corp owners in 2026: who helps more when PTE elections and multi-state taxes get messy?
Anomaly CPA vs 1-800Accountant: compare S corp tax planning, PTE elections, Section 199A strategies, multi-state tax advisory, pricing, and year-round CPA support in 2026.
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Author:
Greg O’Brien, CPAJune 21, 2026
Anomaly CPA vs Pilot in 2026: which is better for a growing business that needs a true virtual CPA?
Compare Anomaly CPA and Pilot for growing businesses. Learn the differences in bookkeeping, tax planning, monthly close support, and virtual CPA services.
