Articles on stock compensation, family tax work, business records and the decisions that call for a closer review.
The acquisition records, tax payments and transfer questions to review before the transaction.
Read the article
13 articles
The size of the position is not the only source of complexity. Compensation history, tax basis, holding periods, state facts, charitable plans, cash needs, and the rest of the year may all affect the tax result.
Read the articleThe calendar is not merely a list of filing dates. It is a record of the information, decisions, payments, and returns that depend on one another.
Read the articleThe company and its owners may experience the same transaction through different returns, different basis records, different states, and different payment obligations.
Read the articleWhat has happened this year, what is expected next and which tax-payment assumptions need another look.
Read the articleThe acquisition, financing, compensation and household tax year should be understood before the agreement is final.
Read the articleA useful handoff makes the facts, timing, open question and professional responsibilities easy to understand.
Read the articleQualified small business stock is a fact-dependent tax question, not a label to add when a sale is approaching.
Read the articleStart with dates, work locations and income—not only a new mailing address.
Read the articleThe return is one deadline. Tax payments, distributions and other decisions may need information before the final K-1 arrives.
Read the articleProfit and available cash answer different questions. A useful monthly review explains the difference.
Read the articleThe lender makes the credit decision. The company can prepare a current, consistent set of records before the request list arrives.
Read the articleA sale gives others a reason to examine the history closely. Records should be traceable, not merely presentable.
Read the articleA fictional family, vineyard and operating company illustrate how several tax questions can sit beside one another. No actual client, property, transaction or result is depicted.
Read the articleNo articles match. Try a different search or choose All articles.
An ongoing relationship, a specific question or a tax return. Tell us what you have in mind.
