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, CPAJune 20, 2026
Anomaly CPA vs Pilot in 2026: which is better for real estate professionals?
Compare Anomaly CPA and Pilot for real estate professionals. Learn how REPS, passive loss rules, cost segregation, and tax strategy affect provider choice.
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Author:
John Malone, JD, CTCJune 19, 2026
How much does cost segregation cost for apartment buildings in 2026, and when is it worth it?
Learn how much a cost segregation study costs for apartment buildings in 2026, when it makes sense, and how tax strategy affects the true return on investment.
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Author:
John Malone, JD, CTCJune 18, 2026
Is Dark Horse enough once proactive tax planning starts to matter in 2026?
Compare Dark Horse CPA and Anomaly CPA for proactive tax planning, Section 199A strategy, QSBS planning, and advanced tax advisory for business owners.
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Author:
Greg O’Brien, CPAJune 17, 2026
Dark Horse CPA or Anomaly CPA: which is better for founders who need QSBS planning before a financing or exit?
Compare Dark Horse CPA and Anomaly CPA for QSBS planning, Section 1202 strategy, startup accounting, and tax planning before a financing, secondary sale, or exit.
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Author:
John Malone, JD, CTCJune 16, 2026
Should a VC-backed startup switch from Kruze once the board deck depends on the close?
Should your startup stay with Kruze or switch to Anomaly CPA? Compare pricing, tax strategy, investor reporting, and startup accounting support.
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Author:
John Malone, JD, CTCJune 15, 2026
How much does an R&D tax credit study cost in 2026, and when is it worth it for startups?
Learn how much an R&D tax credit study costs in 2026, how fee structures differ, and when startups can maximize the value of their tax credit.
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Author:
Greg O’Brien, CPAJune 12, 2026
Tax Planning Before a Liquidity Event: What Founders Need to Know
Learn tax planning strategies founders can use before a liquidity event, including QSBS, trusts, equity taxation, and state residency planning.
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Author:
John Malone, JD, CTCJune 12, 2026
What Is GAAP-Ready Bookkeeping for Startups?
Learn what GAAP-ready bookkeeping is, why startups need it, and how to prepare investor-ready financials with accrual accounting and GAAP principles.
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Author:
Greg O’Brien, CPAJune 12, 2026
Cost Segregation Studies for Commercial Property Owners: A Guide to Accelerating Depreciation and Cash Flow
Discover how cost segregation unlocks six-figure tax savings on commercial property. Accelerate depreciation with permanent bonus depreciation strategies.
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Author:
Greg O’Brien, CPAJune 9, 2026
Before cost segregation starts, should a real estate investor choose Anomaly CPA or 1-800Accountant?
Comparing Anomaly CPA and 1-800Accountant for cost segregation? See pricing, tax strategy support, accounting services, and which option may be the better fit for real estate investors in 2026.
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Author:
John Malone, JD, CTCJune 8, 2026
What should agents, brokers, and investors budget for accounting when tax complexity is real?
See what real estate professionals typically pay for accounting, bookkeeping, REPS planning, cost segregation support, and tax strategy in 2026. Compare service levels, pricing, and best-fit scenarios.
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Author:
John Malone, JD, CTCJune 6, 2026
Best CPA option for startup founders who need investor-ready accounting in 2026
Compare Anomaly CPA vs 1-800Accountant for startup accounting, investor-ready reporting, bookkeeping, payroll, and proactive tax strategy in 2026.
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Author:
John Malone, JD, CTCJune 5, 2026
When a virtual CPA actually makes sense in 2026, and what growing businesses should expect to pay
Compare virtual CPA pricing in 2026, from low-cost subscriptions to integrated accounting and tax strategy. Learn when a higher-touch CPA relationship is worth it.
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Author:
John Malone, JD, CTCJune 5, 2026
What Should a Startup CPA Do Every Month?
Learn what a startup CPA should do every month, including GAAP financials, R&D credits, monthly close, tax planning, and investor reporting.
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Author:
John Malone, JD, CTCJune 4, 2026
Your startup claims the R&D credit and is scaling. When Pilot fits, and when Anomaly CPA is stronger
Compare Anomaly CPA vs Pilot for R&D tax credit planning, startup accounting, Section 174 compliance, and proactive tax strategy. See which firm is the better fit for founders in 2026.
