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, CTCApril 26, 2024
Tax Rates Will Double By 2030?
Discover how to navigate the evolving tax landscape with our guide. Learn about strategies like the "Power of Zero" philosophy by David McKnight and the importance of tax-efficient retirement savings. Secure your financial future by understanding investment account types and aiming for the 0% tax bracket in retirement. Start planning today amidst potential tax changes by 2030.

Author:
Greg O’Brien, CPAApril 20, 2024
A Comprehensive Guide on Business Taxes by State (2024)
Explore the impact of corporate income tax rates across states, recent changes, and strategies for businesses to navigate tax landscapes effectively. Stay informed, leverage expert insights, and maximize tax efficiency for financial success.

Author:
John Malone, JD, CTCApril 12, 2024
A Guide to LLC Business Taxes
Learn the basics of LLC taxes, including pass-through taxation, payroll taxes, and sales taxes. Discover key differences between single-member and multi-member LLCs, along with essential tax forms and deadlines. Get tips on maximizing deductions, staying organized, and considering corporate tax status, all to optimize your LLC's financial success.

Author:
Greg O’Brien, CPAApril 5, 2024
How Business Taxes Positively Affect an Economy
Explore the intricate relationship between tax policies and economic growth from a tax strategist's viewpoint. Delve into the impact of tax policies on individuals and businesses, while unraveling the complex dynamics of taxation and U.S. economic growth. Discover how tax reforms shape inequality, government revenue, and corporate investment, offering a nuanced perspective on the role of taxes in shaping the economy.
