Blog

Your hub for expert insights, practical guides, and powerful tax strategies. Dive in and explore
General Tax Planning & Strategy

Aug 20, 2025

Tax Loss Harvesting: Harness The Power of Losses

Tax-loss harvesting is a strategy where investments that have decreased in value are sold at a loss for the purpose of offsetting already realized capital gains.

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State Taxes

Aug 20, 2025

California Residency:
Are You A Resident?

California taxes aren’t just about where you live — they’re about where the state thinks you live. Learn how residency is defined, why it matters, and how to avoid unexpected tax bills.

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Retirement

Aug 20, 2025

Mega Backdoor Roth: How it Works and How to Supercharge Your Retirement Contributions

The Mega Backdoor Roth is an advanced retirement savings strategy that, when used correctly, can significantly enhance your retirement savings and reduce your lifetime effective tax rate

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Business
Investments

Aug 20, 2025

Qualified Small Business Stock (QSBS): Unleash the Tax Benefits of Your Startup Investments

Imagine investing in a startup that not only thrives but also allows you to keep up to $10 million in capital gains tax-free. That's the power of Qualified Small Business Stock (QSBS), a game-changer for savvy investors and entrepreneurs.

Business

Aug 20, 2025

How to: Stay Compliant & Protect Your Privacy with a Registered Agent

Learn what a registered agent is, why you need one, who qualifies, and how to choose the right service by state.

Business

Aug 20, 2025

How to: File a Beneficial Ownership Information (BOI) Report in 5 Minutes

Welcome to the guide on filing a BOI (Beneficial Ownership Information) report. This guide will walk you step-by-step through the filing process, supplemented with videos for each stage of the filing process.

Business

Aug 20, 2025

How to: Take Money Out of Your S Corporation

As an S-Corporation owner who work for your own company, there are three primary ways to pull money out your company: taking a reasonable salary, receiving distributions, and getting reimbursements. Each method has its own rules and best practices. Follow this guide to ensure you handle these transactions correctly.

Business
State Taxes

Aug 20, 2025

How to: Pay California Pass-Through Entity Tax (PTET) Online

This guide will walk you step-by-step through the process of making a California PTE elective tax payment online.

Business
State Taxes

Aug 20, 2025

How to: Pay California Pass-Through Entity Tax (PTET) By Check

This guide will walk you step-by-step through the process of making a California PTE elective tax payment by check.

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