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.
Entity Formation, Structure & Transactions
Forming, restructuring and transacting: choosing a legal form and a tax classification, adding an owner or an investor, buy-sell agreements, asset versus equity purchases, conversions, and closing a business properly. Start with business entity formation and structure in Florida.
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.
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.