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Insights for Modern CPA Firms
Field-tested writing on offshore strategy, tax operations, security, and scaling U.S. accounting practices.
58 articles · updated weekly
Section 199A QBI Deduction: 5 Essential Phase-Out Limits Explained
The Section 199A QBI deduction phase-outs for SSTBs and the W-2/UBIA tests are where pass-through returns slow down. Here is how offshore prep teams surface the edge cases before final review.
New York Sales Tax Economic Nexus: The Critical $500K + 100 Test
New York sales tax economic nexus triggers only when sellers cross $500K in sales AND 100 separate transactions in the same four-quarter look-back period. One threshold without the other doesn't trigger registration.
California District Sales Tax: Essential Guide to 25+ Local Rates
California's statewide 7.25% rate is only the starting point. District taxes layered on top push combined rates past 10% in dozens of cities. Here is how offshore teams source-match transactions and verify CDTFA allocations correctly.
Florida Reemployment Tax: Essential RT-6 Guide for CPA Firms
Florida calls its state unemployment tax reemployment tax. Every other state calls it SUTA. This guide covers the RT-6 filing cadence, taxable wage base, experience-rating mechanics, and what offshore payroll teams verify on every account.
FBAR FinCEN 114 Preparation: 5 Essential Rules for CPA Firms
FBAR penalties are severe and the $10,000 aggregate threshold catches clients off guard. Here is how offshore prep teams surface foreign account disclosures early, before the return is filed.
NYC Commercial Rent Tax: 2025 Form CR-A Guide for CPAs Outside New York
NYC commercial rent tax applies only to Manhattan tenants below 96th Street paying $250K+ in annual rent. Here's how the Form CR-A filing works and what CPAs outside New York need to flag at intake.
California $800 Minimum Franchise Tax: Complete Guide to 5 Misfiling Patterns
California's $800 minimum franchise tax applies whether your client earned income or not. Here's how the first-year exemption works, where it doesn't, and the 5 misfiling patterns CPA firms catch most.
Illinois PPRT: Complete Guide to 5 Common IL-1065 Errors
Illinois PPRT is a separate entity-level tax on top of income tax for partnerships, LLCs, and S corps. Here are the five errors CPA firms surface most often on IL-1065 and IL-1120-ST.
Section 7216 Consent Offshore Tax Preparation: 7 Critical Rules
Worried about IRC 7216? Here's what section 7216 consent offshore tax preparation requires, the SSN rule, and a sample consent structure, cited to the IRS.
Data Security in Outsourcing Tax Preparation: 7 Essential Demands
A buyer's checklist for data security outsourcing tax preparation: encryption, access controls, no-local-storage, NDAs and BAAs, and audit logs to demand from any provider.
Texas No Income Tax: Complete Guide to 3 Multi-State Remote Work Issues
Texas has no personal income tax, but Texas residents who work remotely from California, New York, or other states can still trigger nonresident filing obligations in those states. Here's what CPA firms should review at onboarding.
California AB 5 Worker Classification: Complete Guide to 4 Key Patterns
California AB 5 worker classification uses a strict ABC test that most contractor arrangements fail at Prong B. Here are the patterns CPA firms surface most often and the tax exposure they create.
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