Topic
Tax Planning
235 published works
DesCPA Blog
S Corporation Tax Planning for 2027: What Business Owners Need to Know
S corporation tax planning involves more than filing an annual tax return. Business owners need to make informed decisions about owner compensation, distributions, estimated tax payments, retirement contributions, and available…
Don’t Mess With Taxes
Getting ready for the year-end tax countdown
By Kay Bell
It’s over! With October’s extended filing deadline behind us, it is now time to focus on year-end moves to reduce our 2026 tax bills. The ol’ blog will be doing…
Don’t Mess With Taxes
October 2026 Tax Tips
By Kay Bell
Hello Boys & Girls & Ghouls! Spooky October is here! But fear not! This month’s tax tips should help ease your tax terrors. Some could even provide you with the…
DMConsultants Blog
CIERRE FISCAL 2026: 8 CLAVES PARA REDUCIR SU FACTURA FISCAL
Esperar a julio para revisar el Impuesto sobre Sociedades suele ser demasiado tarde: estas son las decisiones que conviene tomar antes de cerrar 2026. Por ello, el último trimestre del…
Wills, Trusts & Estates Prof Blog
Article: QSBS 2.0: Opportunities and Pitfalls After OBBBA
By Teddy Groce
Justin Miller (Golden Gate University School of Law) recently published QSBS 2.0: Opportunities and Pitfalls After OBBBA, 2026. The article is to be featured in ACTEC Law Journal, Volume 52…
Future Focused
A $13 Million Reminder: Domicile Planning Is More Than Paperwork
By Michael T. Clear, Samantha Mortara
The Snowbird's Dilemma, Revisited Earlier this year, we explored how a New York couple’s move to Florida fell short in the eyes of the New York Tax Appeals Tribunal, resulting…
Tax Break Down
“Stacking” the Deck: Treasury Takes Aim at QSBS Trust Planning
By Jacquelyn Dunne[1] and Rachel Partain Qualified Small Business Stock (“QSBS”) is a valuable tax incentive available to founders, investors, and employees of startups. Section 1202 permits shareholders to exclude…
Agricultural Law & Rural Practice | Solo Small Firm & General Practice Section
Gifting Appreciated Securities vs. Waiting for a Step-up in Basis
The significant appreciation in equity markets has left many investors holding assets with substantial built-in gains. In many cases, tax basis is very low relative to current value. This creates…
DesCPA Blog
Tax Season Is Over. How Do You Plan for Next Year's Tax Bill?
Tax season is over, but planning for next year starts now. Learn how business owners can review withholding, estimated payments, owner pay, cash flow, and tax planning needs before year-end.
DesCPA Blog
Why a Strong Business Year Can Still Lead to a Tax Bill You Didn't Expect
A strong business year can still lead to a surprise tax bill when withholding, estimated payments, owner pay, and cash reserves do not keep pace with profit. Learn what to…