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.
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Author:
Greg O’Brien, CPAFebruary 10, 2026
How We Keep Our Client's Data Protected as a Virtual CPA
Learn how virtual CPAs protect client's data through encryption, secure cloud accounting, MFA, and compliance monitoring. Expert insights from Anomaly CPA.
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Author:
John Malone, JD, CTCFebruary 9, 2026
The Future of Innovation Incentives: R&D Expense Changes in OBBB Explained
OBBB adds §174A to expense domestic R&E in 2025; foreign stays 15 years. See how this affects §41 credits and planning with Rev. Proc. 2025-28.
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Author:
John Malone, JD, CTCFebruary 6, 2026
What Is a Virtual CFO? Services and Benefits Explained
Learn what a virtual CFO does, how services work, pricing ranges, and when growing businesses should hire fractional CFO support.

Author:
John Malone, JD, CTCJanuary 30, 2026
Startup Financials: The Complete Guide for Founders in 2026
This guide covers the three core financial statements, the metrics that actually matter for fundraising, and how to build investor-ready books from day one.
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Author:
Greg O’Brien, CPAJanuary 6, 2026
R&D Tax Credits For Startups: How To Qualify, Document, And Claim The Credit With Confidence
Learn what qualifies for the R&D tax credit, which startup costs count, and how to document and claim it with confidence.
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Author:
John Malone, JD, CTCJanuary 6, 2026
How R&D Amortization Impacts Your Bottom Line
Learn how R&D amortization affects 2025 cash taxes, estimates, and runway, plus what to model now to avoid surprises.
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Author:
Greg O’Brien, CPAJanuary 6, 2026
VC-Backed Startup Tax Strategy: The Playbook From Formation To Exit
Learn startup tax strategy for a VC-backed startup: structuring, equity, QSBS, R&D credits, Section 382, and exit alignment.
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Author:
Greg O’Brien, CPAJanuary 5, 2026
R&D Credits vs. Amortization: Navigating Conflicts in the OBBB Tax Law
OBBB’s §174A expensing can shrink your §41 R&D credit base. Learn when amortization, 280C elections, and modeling can boost total benefit.
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Author:
Greg O’Brien, CPAJanuary 5, 2026
OBBB Tax Law: The Top 5 Changes Every Business Owner Should Understand
Understand OBBB’s biggest business tax updates: 100% bonus depreciation, §174A R&D expensing, §41 credit impact, §163(j) interest, and NOL rules.
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Author:
Greg O’Brien, CPADecember 15, 2025
How the OBBB Tax Law Reshapes R&D Credits for 2025 and Beyond
OBBB creates §174A to expense domestic R&E in 2025. See how this affects your §41 credit base, §280C, §163(j), and transition relief for 2022–2024.
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Author:
John Malone, JD, CTCDecember 1, 2025
Preparing for 2026 and Beyond: Long-Term Tax Strategy After the OBBB Law Updates
Prepare for bonus depreciation phase-down after 2027. Learn long-term planning for §174A R&D expensing, §41 credits, NOL limits, and §163(j).
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Author:
John Malone, JD, CTCNovember 30, 2025
Bonus Depreciation After OBBB: What Business Owners Need to Know Before Year-End
OBBB restores 100% bonus depreciation for 2025–2027. Learn placed-in-service rules, how it compares to §179, and what to prioritize before December 31, 2025.
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Author:
Greg O’Brien, CPANovember 14, 2025
Year-End Planning Under OBBB: Leveraging Bonus Depreciation and R&D Credits Together
Learn how OBBB lets you pair 100% bonus depreciation with §174A R&D expensing and the §41 credit—while avoiding 280C and NOL traps before Dec 31, 2025.
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Author:
John Malone, JD, CTCOctober 3, 2025
From 100% to Phase-Out: Bonus Depreciation Rules Under the OBBB Tax Law
OBBB brings back 100% bonus depreciation for 2025–2027, with a new phase-out from 2028. Learn placed-in-service rules and planning moves before year-end.
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Author:
John Malone, JD, CTCOctober 3, 2025
OBBB Tax Law Updates: Key Changes That Impact Startups and Tech Companies
OBBB restores 100% bonus (2025–2027) and adds §174A for domestic R&D expensing. See NOL, §41 credit, and §163(j) impacts—what founders should do before year-end.

