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Blog

Got crypto? Small business owners should beware of tax surprises when dealing with cryptocurrencies.
Posted in: Tax Planning

What are the tax implications of cryptocurrency transactions?

September 24, 2026 0

What are the tax implications of cryptocurrency transactions?

If your small business accepts, uses or invests in Bitcoin, Ethereum or other forms of cryptocurrency, accurate reporting and detailed records are critical for federal […]

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Ideal family business successors develop a broad base of experience and expertise long before the current leader retires. We explain what succession candidates need to know before assuming the top job.
Posted in: Succession Planning

Prepare a successor to lead your family business

September 23, 2026 0

Prepare a successor to lead your family business

Are you planning to retire or move on from your family business in the next five to ten years? If so, and you know who’ll […]

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Posted in: Tax Planning

SALT Digest Issue #11: Sales Tax on SaaS and Other Digital Products: California and Colorado Changes Coming in 2027

September 22, 2026 0

SALT Digest Issue #11: Sales Tax on SaaS and Other Digital Products: California and Colorado Changes Coming in 2027

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Did you receive a restricted stock award in 2026? Or did your restricted stock shares vest? Or perhaps you sold vested shares? A “yes” answer to any of the questions requires careful tax planning, probably sooner rather than later.
Posted in: Financial Planning

Restricted stock deserves attention before year end

September 16, 2026 0

Restricted stock deserves attention before year end

Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, considering the potential […]

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Dividends aren’t the only way to take cash out of your C corporation. Here are some more tax-efficient alternatives to think about before year end.
Posted in: Tax Planning

5 tax-smart ways to take cash out of your C corporation

September 15, 2026 0

5 tax-smart ways to take cash out of your C corporation

If you own a closely held C corporation, you might be looking for ways to withdraw cash from your business. Paying yourself a dividend can […]

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Acquisitions involve significant financial risk — including the possibility that customers won’t embrace your business. To protect the value of your M&A transaction, take steps to retain these critical stakeholders.
Posted in: Mergers & Acquistions

Maintaining customer relationships after an acquisition

September 9, 2026 0

Maintaining customer relationships after an acquisition

When a business is acquired, its customers don’t necessarily transfer their loyalty to the buyer. Customers may worry about future pricing, service, product quality and […]

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Working remotely may have unexpected state tax consequences if you aren’t careful.
Posted in: Tax Planning

Remote work can complicate your state taxes

September 8, 2026 0

Remote work can complicate your state taxes

Working remotely may broaden your job options and make daily life easier. But working from a different state than your employer — or spending part […]

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Many taxpayers assume that filing federal and state tax returns is sufficient, but changes such as remote work, rental property ownership, or operating a business in multiple locations can create additional local tax obligations. Overlooking local tax requirements, missing registration deadlines, or filing late can result in unexpected penalties and interest. In areas such as Portland, a single business or rental activity may trigger multiple local tax responsibilities, each with its own rules and deadlines. Our team can help assess your local tax exposure, identify filing requirements, prepare returns, and develop a compliance strategy tailored to your needs.
Posted in: Tax Planning

SALT DIGEST Issue #10: Looking Beyond State Lines: Understanding Local Tax Exposure

September 3, 2026 0

SALT DIGEST Issue #10: Looking Beyond State Lines: Understanding Local Tax Exposure

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Taxes can affect the economics of an investment property from the time you buy it through the time you sell it. Find out the potential tax consequences of decisions you make about your involvement in rental activities, improvements to the property, and the timing and structure of a sale.
Posted in: Real Estate & Construction

Tax planning for real estate investors

September 1, 2026 0

Tax planning for real estate investors

Many individuals invest in real estate to help diversify their portfolio, create an income stream for themselves from rental income and build net worth over […]

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Payroll tax compliance involves more than calculating paychecks. Learn which areas deserve closer attention and how to respond when something goes wrong.
Posted in: Payroll

How to avoid and correct common payroll tax mistakes

August 31, 2026 0

How to avoid and correct common payroll tax mistakes

Payroll administration can be challenging for small business owners — and mistakes can create problems for both employers and employees. Incorrect paychecks can frustrate employees […]

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Worker classification — whether your business’s workers are employees or independent contractors — remains a critical and potentially costly issue. Here’s what you need to know.
Posted in: Human Resources

Worker misclassification can carry serious consequences

August 26, 2026 0

Worker misclassification can carry serious consequences

Hiring independent contractors provides your business with valuable flexibility, particularly when you require specialized expertise or help with a short-term project. But calling someone an […]

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At back-to-school time, many teachers buy classroom supplies to help make the school year a success for their students — and don’t receive reimbursement. If you’re among them, you may have expanded opportunities for tax deductions this year.
Posted in: Tax Planning

Educators may be able to claim 2 deductions for 2026 classroom expenses

August 25, 2026 0

Educators may be able to claim 2 deductions for 2026 classroom expenses

Teachers and other educators often spend their own money on books, supplies, equipment and other classroom needs. For 2026, eligible educators may have two ways […]

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