Articles

Businessman working on computers in the office

Tax Advisor Weekly – May 2, 2025

This week: Most Americans fear outliving their money more than death, estate planning tips for business founders, Trump floats using tariffs to cut taxes, key Roth IRA conversion factors, and an IRS reminder to check your withholdings post-Tax Day.

A Guide to Nebraska Tax Forms

This guide aims to provide a comprehensive overview of Nebraska tax forms, who needs to file, important deadlines, and tips to avoid common mistakes. Whether you are a first-time filer or looking to deepen your understanding of Nebraska tax obligations, this article will serve as a valuable resource.

Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025]

Learn how to file taxes when juggling W-2s, 1099s, RSUs, K-1s, and freelance income. Tips on deductions, self-employment tax, and quarterly payments.

Exit Planning for Founders: How to Minimize Taxes in an Acquisition

Maximize after-tax value in your business exit. Learn tax-efficient strategies including stock vs. asset sales, ESOPs, and advanced entity planning.

What Triggers an IRS Audit?

From unreported income to digital asset errors, understand the mistakes and red flags that prompt IRS audits.

A focused man sits in a cozy home office, working on a desktop computer. The desk is organized with notebooks, a coffee mug, and small storage containers, creating a productive and calm environment. Natural light filters through the window beside him.

State-by-State Guide to Alternative Investment Taxes [Updated for 2025]

Understand how each U.S. state taxes alternative investments—from real estate to crypto—and use this knowledge to build a smarter, tax-efficient portfolio.

Avoid These 7 Tax Pitfalls When Selling (Public or Private) Investments

Selling investments? Learn how to avoid common tax traps—from wash sales to capital gains missteps—and maximize after-tax returns in 2025.

two young professionals working remotely in a coffee shop

Tax Planning for Freelancers: How to Report Extra Income

Learn how freelancers can reduce tax liability, report extra income, and claim deductions—from home office and travel to retirement planning and estimated taxes.

Cheerful man in a white dress shirt working at his desk with multiple monitors in a bright, modern office. Natural light pours in through large windows, creating an energizing and productive workspace

LLC vs. S Corp vs. LLP: The Best Business Structure for New and Small Tax Firms

Choosing the right entity structure—LLC, S Corp, or LLP—can protect your tax firm, reduce taxes, and support growth. Learn which is best for your tax practice.

A Guide to Arizona Tax Forms

Whether you are a first-time filer or someone who has filed taxes in Arizona before, knowing which forms to use and how to navigate the filing process can save you time, reduce errors, and potentially maximize your tax benefits. This guide will walk you through everything you need to know about Arizona tax forms, filing requirements, deadlines, and helpful tips to ensure a smooth tax season.