Closing the Books After a Business Acquisition
A practical guide to post-acquisition book closing, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Business Formation & Compliance
Review the tax and accounting questions that arise when starting a business, choosing a tax classification, admitting an owner, expanding, buying or selling, planning succession or closing an entity. Use the checklists to identify records and coordinate the appropriate professional help. Legal formation, tax elections and accounting implementation are related but distinct steps. The overview guides in this area are entity formation and structure, multistate and nexus and international and cross-border.
Buy-Sell Agreements: Tax and Valuation Information Owners Should Organize
A practical guide to buy-sell agreement tax records, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Foreign-Owned U.S. LLCs: An Overview of Federal Filing Obligations
A practical guide to foreign-owned U.S. LLCs, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Foreign Bank Interest: Organizing U.S. Tax Reporting Records
A practical guide to foreign bank interest, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
FBAR Filing: Who Must Report Foreign Accounts?
A practical guide to FBAR filing, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Moving a Business to Florida: A State-Tax Transition Checklist
A practical guide to moving a business to Florida, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Creating a Subsidiary: Intercompany Accounting and Tax Coordination
A practical guide to creating a subsidiary, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Converting a Business Entity in Florida: Accounting and Tax Steps
A practical guide to converting a business entity in Florida, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Business Succession Planning: Tax Records to Organize Early
A practical guide to business succession tax records, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Business Recapitalization: Updating Equity and Basis Records
A practical guide to business recapitalization accounting, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Digital Nomad Business Owners: State Residency, Payroll, and Nexus
Review multistate tax for digital nomad business owners, including domicile, workdays, owner payroll, entity filings, and business nexus.
Apportionment Questions for Multistate Service Businesses
A practical guide to multistate service revenue sourcing, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Closing a Florida Business: Tax Accounts and Final Filing Steps
A practical guide to closing a Florida business, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Owner Draws, Distributions, and Tax Basis: Why the Records Matter
A practical guide to owner draws, distributions, and tax basis, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Financial Due Diligence Before Buying a Small Business
A practical guide to small business financial due diligence, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
C Corporation vs. S Corporation: Tax, Capital, and Exit Tradeoffs
A practical guide to C corporation vs. S corporation, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.