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 3, 2026
Anomaly CPA vs Kruze Consulting in 2026: Which is better for founders who need QSBS planning?
Compare Anomaly CPA vs Kruze Consulting for QSBS planning, Section 1202 strategy, startup accounting, tax advisory, and founder exit planning in 2026.
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Author:
Greg O’Brien, CPAJune 2, 2026
Scaling fast and need year-round tax strategy? Pilot or Anomaly CPA
Compare Anomaly CPA vs Pilot in 2026 for QSBS planning, R&D tax credits, startup accounting, and founder tax strategy. See which model fits your startup's growth and tax needs.
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Author:
Greg O’Brien, CPAJune 1, 2026
Anomaly CPA vs Dimov Associates in 2026: which is better for real estate professionals who need proactive tax strategy?
Compare Anomaly CPA vs Dimov Associates in 2026. See differences in real estate tax strategy, REPS planning, cost segregation support, pricing transparency, and proactive CPA services.
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Author:
Greg O’Brien, CPAMay 30, 2026
What founders should know about QSBS planning costs in 2026
Learn what QSBS tax planning costs in 2026, including Section 1202 review, Section 1045 fallback planning, state tax modeling, and founder exit strategy considerations.
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Author:
Greg O’Brien, CPAMay 29, 2026
Do Remote Employees Create State Tax Nexus?
Learn how remote employees create state tax nexus and trigger payroll, income tax, and sales tax obligations across states.
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Author:
John Malone, JD, CTCMay 29, 2026
Anomaly CPA vs 1-800Accountant: differences in tax strategy, support, and coordination in 2026
Compare Anomaly CPA vs 1-800Accountant in 2026 for tax strategy, bookkeeping, S Corp planning, Section 199A, SSTB limits, payroll, and proactive business tax planning.
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Author:
John Malone, JD, CTCMay 28, 2026
When a cost segregation study actually makes sense in 2026, and what it costs
Learn when a cost segregation study is worth it in 2026. Compare study fees, passive loss limits, bonus depreciation, IRC §168, §469, and real estate tax strategy considerations.
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Author:
John Malone, JD, CTCMay 26, 2026
Best CPA option for startup founders who need investor-ready accounting in 2026
Comparing Anomaly CPA vs 1-800Accountant in 2026? Learn which model better fits startups needing investor-ready reporting, accrual accounting, and proactive tax strategy.
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Author:
John Malone, JD, CTCMay 25, 2026
How much do virtual CPA services cost in 2026? What growing businesses should expect to pay
Compare virtual CPA service pricing in 2026, from basic bookkeeping subscriptions to integrated tax strategy and outsourced CFO support. Learn which model fits your business best.
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Author:
Greg O’Brien, CPAMay 23, 2026
Anomaly CPA vs Dark Horse CPA in 2026: which is better for a growing business that needs a virtual CPA?
Comparing Anomaly CPA vs Dark Horse CPA in 2026? Learn which firm is better for virtual CPA services, startup accounting, bookkeeping, tax planning, and integrated business advisory.
