Field notes on tax planning, accounting practice, and the financial decisions that shape Bay Area businesses, real estate investors, and high-net-worth families.
How Bay Area independent consultants, coaches, and fractional executives can structure their tax strategy to capture material savings most never realize are available.
How Bay Area managed service providers and IT consulting firms should structure their tax strategy around R&D credits, MRR…
How Bay Area marketing and advertising agencies should structure contractor relationships and manage multi-state tax exposure as…
How Bay Area substance abuse treatment programs should structure accounting around payer mix, county contracts, and grant…
How Bay Area assisted living and RCFE operators can use cost segregation studies to accelerate depreciation and unlock…
How Bay Area therapists and psychology practices should structure their entity and design retirement plans to capture meaningful…
How Bay Area veterinarians should structure practice acquisitions, DSO sales, and partnership buy-ins for the best after-tax…
How Bay Area architecture and engineering firms can identify qualifying research activities under IRC § 41 — and capture the credit most generalist CPAs never…
A Bay Area CPA's guide to Form 990, public support tests, unrelated business income, and the governance documentation that keeps a nonprofit exempt.
A Bay Area CPA's guide to the California Pass-Through Entity Tax election under AB 150: who benefits, the June 15 deposit trap, multi-state coordination, and…
How Bay Area dentists should structure a practice acquisition for maximum after-tax cash flow: §179 equipment expensing, §197 goodwill amortization, working…
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…
How Bay Area construction companies should choose between Percentage-of-Completion and Completed-Contract method for tax — and the §460 rules that determine…
