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Plain-language guidance on tax preparation, bookkeeping, financial planning, and business decisions.
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Articles and practical updates
Use these articles to prepare better questions for your accountant.
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Cryptocurrency taxes: report gains, income, and common problem areas
Selling, swapping, spending, and earning crypto can produce different tax results. Good transaction records connect them.
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Trump Accounts: a 2026 guide for families
The new child-focused accounts combine a long investment horizon with special contribution, investment, and withdrawal rules.
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Required minimum distributions: a fall checklist for IRA owners
Account balances, beneficiary status, and timing all matter when planning required withdrawals.
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Testing a growth hire before committing
A worked example of turning “we are busy” into a scenario that includes demand, contribution margin, ramp time, and cash runway.
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Finding capacity and efficiency in the existing business
A worked example of how an owner could use margin, workflow, and collection data to recover time and cash without assuming more sales.
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HSA withdrawals: keep the receipt and understand the tax result
Health savings accounts offer tax advantages, but the distribution still needs a qualifying expense and records.
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Accountable plans for S corporations
A written reimbursement process can keep legitimate company expenses separate from wages, distributions, and personal spending.
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Annual gift tax and lifetime transfer exclusions
Two exclusions work together, but they answer different questions about reporting and potential transfer tax.
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Business vehicle deductions begin with a reliable mileage log
The useful record is the trip, its business purpose, and the total miles driven—not a year-end guess.
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