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Field-tested writing on offshore strategy, tax operations, security, and scaling U.S. accounting practices.
192 articles · updated weekly
California Payroll Tax PIT Withholding: 4 Essential EDD Rules
California has four state payroll taxes: PIT, SDI, UI, and ETT. Each has separate rates, wage bases, deposit schedules, and quarterly EDD filing requirements. The 2024 SDI change alone affected every high-income California employee.
Ohio Commercial Activity Tax: 5 Essential CAT Rules for CPA Firms
Ohio Commercial Activity Tax is a gross-receipts tax, not an income tax. No deductions, no losses, no expense adjustments. Out-of-state businesses with Ohio customers can owe CAT without a single Ohio employee.
New York Sales Tax Filing Schedule: Essential 3-Tier Guide
New York assigns vendors to annual, quarterly, or part-quarterly sales tax filing based on prior year liability. The step-up from quarterly to 12 monthly returns is the most consequential change, and it takes effect March 1 with little warning.
Marketplace Facilitator Sales Tax: 5 Essential Rules for Sellers
Marketplace facilitator laws shift sales tax collection to Amazon, Etsy, and eBay, but don't eliminate the seller's nexus, registration, or direct-channel obligations. Here is what CPA firms need to verify.
California Single Sales Factor Apportionment: 5 Essential Rules
California's single sales factor uses only the sales ratio to apportion multistate income. Market-based sourcing determines where services and intangibles land. Here is how to get Schedule R right.
Texas Sales Tax Exemption Certificates: Essential Form 01-339 Guide
Texas Comptroller audits routinely find missing and deficient exemption certificates. A valid Form 01-339 is the seller's only defense. Here is the documentation standard offshore teams maintain for Texas clients.
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.
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