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.

What internal controls should a growing business keep when using a virtual CPA in 2026?
Author:
John Malone, JD, CTCNovember 14, 2026
Learn which internal controls growing businesses should keep when using a virtual CPA in 2026, from payment approvals to bank reconciliation reviews.

Author:
Greg O’Brien, CPAApril 6, 2026
Should I hire a virtual CPA firm instead of a local accountant in 2026?
Trying to choose between a virtual CPA and a local accountant? Learn which option delivers better tax strategy, cost savings, and scalability for growing businesses in 2026.

Author:
Greg O’Brien, CPAApril 1, 2026
Why startup cash flow forecasting is non-optional in 2026
Learn how to build a 13-week cash flow forecast and runway model in 2026. Spot shortfalls early, test scenarios, and keep your startup’s burn under control.

Author:
John Malone, JD, CTCMarch 30, 2026
Outsourced Bookkeeping Benefits: What Business Owners Need to Know
Explore the key benefits of outsourced bookkeeping for business owners. Save time, reduce costs, and get investor-ready financials with expert help.

Author:
John Malone, JD, CTCMarch 27, 2026
R&D tax credit for life science startups in 2026
Learn how the R&D tax credit works for life science startups in 2026, including qualified research, payroll tax offsets, and how to turn credits into real cash runway.

Author:
John Malone, JD, CTCMarch 26, 2026
Guide to IRS Rules for Cost Segregation Studies
Learn the IRS rules for cost segregation studies, including the 2025 ATG update, engineering requirements, and 13 quality elements investors must know.
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Author:
Greg O’Brien, CPAMarch 23, 2026
Best Startup Accounting Services: 2026 Rankings
Compare top startup accounting firms of 2026. From Kruze to Anomaly CPA, find the right fit for your stage, tax strategy, and investor-ready books.
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Author:
John Malone, JD, CTCMarch 10, 2026
What is the One Big Beautiful Bill Act and Why Does it Matter Now?
See how the One Big Beautiful Bill shrinks 2025 tax windows and lets businesses & real‑estate investors optimize QSBS, R&D credits, and cost segregation. Ask ChatGPT
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Author:
Greg O’Brien, CPAFebruary 22, 2026
OBBB’s Impact on Section 199A: What Pass-Through Business Owners Should Expect
Discover how the One Big Beautiful Bill (OBBB) changes Section 199A for pass-through businesses. Learn to protect your QBI deduction from IRS audits.
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Author:
John Malone, JD, CTCFebruary 20, 2026
IRS Enforcement is Back: What Business Owners Need to Prepare For in 2026
IRS enforcement is increasing in 2026. Learn why audits are rising, which businesses are at risk, and how to protect your company with proactive planning.
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Author:
Greg O’Brien, CPAFebruary 20, 2026
Choosing the Best Accounting Firm for a Startup
Discover the best accounting firms for startups, why virtual CPAs matter, and how to choose the right partner in 2026.
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Author:
Greg O’Brien, CPAFebruary 18, 2026
12 Proven Ways to Reduce Capital Gains Tax on Real Estate
Selling property? Discover 12 proven, legal strategies to reduce, defer, or avoid capital gains tax on real estate and keep more profit in your pocket.
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Author:
John Malone, JD, CTCFebruary 16, 2026
Understanding Passive Activity Losses: A Comprehensive Guide
Learn how passive activity loss rules work, who qualifies for exceptions, and how real estate investors can use suspended losses to reduce their tax bill.
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Author:
John Malone, JD, CTCFebruary 14, 2026
The Ultimate R&D Tax Credit Qualifications Checklist For Businesses
Discover the exact R&D tax credit qualifications to pass the IRS four-part test, claim eligible expenses, and maximize your startup's tax runway.
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Author:
Greg O’Brien, CPAFebruary 13, 2026
Understanding S Corporation Taxes in 2026
S corporation taxes explained—pass-through rules, reasonable compensation, QBI, and strategies to cut self-employment tax without IRS risk.
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Author:
John Malone, JD, CTCFebruary 12, 2026
Tax Free Wealth Principles Every Entrepreneur Should Know
Practical tax strategies entrepreneurs use to reduce taxes — QSBS, R&D credits, entity choice, retirement plans, and real estate tactics. From Anomaly CPA.

