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 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.
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.
Business Incorporation in Florida: Tax and Accounting Checklist
A practical guide to Florida business incorporation checklist, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Asset Purchase vs. Equity Purchase: Accounting Questions for Buyers
A practical guide to asset versus equity purchase, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Admitting a New Investor: Accounting Records to Prepare First
A practical guide to new investor accounting records, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Adding a Partner or Owner: Accounting and Tax Checklist
A practical guide to adding a business owner, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
S Corporation Election Deadlines Business Owners Should Track
A focused guide to S corporation election timing, Form 2553, eligibility, shareholder consent, filing proof, acceptance, and possible late-election relief.