#tax-compliance
Tax Compliance
Stay compliant with tax regulations and filing requirements
State Tax Residency Audit Defense After Moving to a No-Tax State
A practical guide to surviving California FTB and New York residency audits after moving to Florida, Texas, or Nevada — the domicile and statutory residency tests, day-count documentation, equity compensation traps, and the convenience-of-the-employer rule.
Business Identity Theft: A Practical Detection and Recovery Playbook for Small Business Owners
A 72-hour response playbook for small business owners facing EIN-based tax fraud, registered agent hijacking, or payroll account takeover — including how to file IRS Form 14039-B, place fraud alerts at Dun & Bradstreet, Experian Business, and Equifax Small Business, and harden IRS, Secretary of State, banking, and payroll footprints year-round.
Davis-Bacon Certified Payroll in 2026: A Practical Compliance Guide for Federal and IRA-Funded Construction Contractors
A working contractor's guide to Davis-Bacon compliance in 2026, covering the redesigned WH-347 certified payroll form, fringe benefit annualization, apprenticeship ratios measured daily, the 2023 final rule and 2024 truck-driver injunction, and how the Inflation Reduction Act's five-times tax credit multiplier ties prevailing wage compliance to clean-energy projects.
Multi-State Sales Tax Compliance for SaaS and Cloud Software Companies in 2026: A Practical Founder's Guide
A state-by-state operational playbook for SaaS founders in 2026 covering economic nexus thresholds, taxability maps (NY, TX, PA, WA taxable; CA non-taxable), Stripe Tax vs Anrok vs Avalara vs TaxJar trade-offs, true object test for bundled invoices, and VDA strategy for cleaning up historical exposure.
Opportunity Zones 2.0: A 2026 Planning Guide for Real Estate Sponsors and Family Offices
The One Big Beautiful Bill Act made Qualified Opportunity Zones permanent and introduced rolling 5-year deferrals, decennial map redesignations starting July 1, 2026, a new rural fund class (QROF) with a 30% basis step-up at year 5, and $10,000-per-return reporting penalties. Here is the planning sequence for sponsors and family offices through the 2026–2027 window.
SECURE 2.0 Mandatory Auto-Enrollment in 2026: A Compliance Playbook for New 401(k) and 403(b) Plans
SECURE 2.0 requires new 401(k) and 403(b) plans established after December 29, 2022 to adopt an Eligible Automatic Contribution Arrangement with a 3% default deferral, 1% annual escalation up to a 10–15% cap, QDIA investment, and 90-day permissible withdrawal — with plan document amendments due by December 31, 2026.
2026 W-2 Box 12 Code TT and Code TP: The Employer's Guide to No Tax on Tips and No Tax on Overtime Reporting
A configuration and compliance guide for payroll teams on the new 2026 W-2 Box 12 Code TT (qualified overtime premium) and Code TP (qualified tips), the Box 14b Treasury Tipped Occupation Code (TTOC), the redesigned Step 4(b) on Form W-4, and the OBBBA 2025–2028 sunset window for the No Tax on Tips and No Tax on Overtime federal income tax deductions.
W-9 Vendor Onboarding in 2026: TIN Matching, Backup Withholding, and CP2100 Defense
A 2026 walkthrough of W-9 collection, IRS e-Services TIN matching, the 24 percent backup withholding trigger, CP2100 B-Notice timelines, Section 6721 penalty defense, and W-8BEN handling for small businesses paying contractors.
Independent Handyman Bookkeeping: ASC 606, Section 179, Subcontractor Classification, and Per-Tech KPIs
A practical bookkeeping playbook for solo and two-to-five-truck handyman operators — ASC 606 treatment of time-and-materials and flat-rate work, state licensing dollar thresholds, W-2 vs 1099 subcontractor exposure under the 2024 DOL rule and state ABC tests, Section 179 and de minimis safe harbor for trucks and tools, and the four KPIs that show whether the schedule is profitable.
Vape Shop and E-Liquid Retailer Bookkeeping: PMTA Risk, PACT Act, Multistate Excise, and Section 179
How an independent vape retailer should structure books to handle PMTA enforcement risk, monthly PACT Act filings, multistate tobacco excise stamps, ASC 606 revenue streams, Section 179 build-out deductions, flavor-ban inventory write-downs, and battery-fire product-liability exposure.
Cannabis Dispensary Bookkeeping Under Section 280E: COGS, METRC, FinCEN BSA, and the KPIs MSOs Track
How disciplined cannabis dispensaries build books that survive Section 280E—segregating COGS from disallowed expenses, applying the Section 471(c) small-taxpayer carve-out, reconciling METRC to the POS to the general ledger daily, handling FinCEN BSA cash-banking and Form 8300 reporting, and reporting the sales-per-square-foot and basket-size KPIs MSO lenders read.
Form 5471 in 2026: How the OBBBA Rewrites CFC Reporting, NCTI Replaces GILTI, and What Every 10% U.S. Shareholder Needs to File This Year
A 2026 walkthrough of Form 5471 after the One Big Beautiful Bill Act — QBAI is repealed, GILTI becomes NCTI, the Section 250 deduction drops to 40%, the FTC haircut tightens to 10%, and the pro rata share rule moves to daily ownership. Covers all five filer categories, Schedules J/M/P/Q, Form 8992 and 1118 coordination, Section 989 currency translation, and $10,000-per-CFC penalties.