Dental Practice Acquisition: §179, Goodwill & Financing for Bay Area Dentists
How Bay Area dentists should structure a practice acquisition for maximum after-tax cash flow: §179 equipment expensing, §197 goodwill amortization, working capital, and SBA 7(a) loan optimization.
QSBS §1202: How Bay Area Tech Founders Can Exclude $10M+ of Gain
A Bay Area CPA’s deep dive on Qualified Small Business Stock §1202: eligibility, the 2025 tiered exclusion, common pitfalls, and how tech founders can stack the $10M-per-issuer cap.
POC vs. Completed-Contract: Tax Method Selection for California Contractors
How Bay Area construction companies should choose between Percentage-of-Completion and Completed-Contract method for tax — and the §460 rules that determine your options.
1031 Exchange & Delaware Statutory Trusts: Tax Deferral for Bay Area Property Owners
How Bay Area real estate investors should use §1031 exchanges and Delaware Statutory Trusts (DSTs) to defer capital gains tax, exit active management, and preserve step-up in basis for the next generation.
IOLTA, Cash-to-Accrual & California PTET: A Law Firm Accounting Playbook
How Bay Area law firms should structure their books to satisfy IOLTA compliance, transition from cash to accrual at scale, and capture the California Pass-Through Entity Tax election — without violating fee-splitting rules.
Solo to Multi-Provider: Tax & Entity Structure for Growing Bay Area Medical Practices
How Bay Area physicians should structure entity, compensation, and retirement plans as their practice grows from solo to multi-provider — with California-specific PC rules, anti-kickback considerations, and cash-balance plan strategy.
Selling Your Bay Area Business: Asset Sale vs. Stock Sale Tax Optimization
How Bay Area business owners should structure a sale to minimize federal and California tax: asset vs. stock, §1202 QSBS, §338(h)(10) elections, installment sales, and the negotiation moves that move millions.
Real Estate Professional Status (REPS) for Bay Area Investors: A Pleasanton CPA Guide
A Pleasanton CPA guide to qualifying for REPS, claiming it correctly, and combining it with cost segregation to deduct rental losses against W-2 income.