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Field-tested writing on offshore strategy, tax operations, security, and scaling U.S. accounting practices.
43 articles · updated weekly
Texas Sales Tax Nexus: The Complete Guide to the $500K Threshold and Marketplace Rules
Texas sales tax nexus turns on a rolling $500K threshold, a single local use tax rate election, and marketplace provider rules that shift collection responsibility. Here's what CPA firms verify for clients.
New York PTET: 3 Critical Issues Every CPA Firm Must Resolve Before Filing
NY PTET election has unique timing, estimate, and credit rules. Here's how CPA firms handle the resident-credit mismatch for partners in California, Illinois, and New Jersey.
California Sales Tax Nexus: The Complete $500K Guide for CPA Firms
California's $500,000 economic nexus threshold catches many out-of-state sellers. Here's how to monitor exposure, handle district taxes, and register clients before the CDTFA comes calling.
New York Convenience Rule: 5 Essential Facts Every CPA Firm Must Know
New York taxes remote workers as if they never left the office. Here's what CPA firms need to know about the convenience-of-employer rule and how to flag it during client onboarding.
California Pass-Through Entity Tax: Essential Guide for 4 Key Rules
The California pass-through entity tax lets eligible S corps and partnerships deduct state taxes federally, bypassing the $10,000 SALT cap. Here's what CPA firms need to know.
Sales Tax in New Jersey: The Essential 2026 Business Guide
Sales tax in New Jersey is 6.625%. Clothing, groceries, and prescription drugs are exempt. This 2026 guide covers nexus, registration, filing deadlines, and common mistakes.
Sales Tax Nexus in California: 3 Essential Rules Your Firm Must Know
California sales tax nexus is triggered by $500,000 in annual sales or physical presence. Understand economic nexus, physical nexus, and affiliate nexus rules to advise clients correctly and avoid penalties.
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