Tax Wealth Insights for Startups and Investors
Keeping you up to date with the latest news on tax strategies, cloud accounting thought leadership and more.
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Is mid-year tax planning worth it in 2026? What business owners can still change before year-end
Author:
Greg O’Brien, CPAAugust 16, 2026
Mid-year tax planning in 2026 is usually worth it when S corporation compensation, estimated taxes, PTE elections, Section 199A, or multi-state exposure can still change before year-end.
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Author:
John Malone, JD, CTCAugust 15, 2026
Should founders gift QSBS to a non-grantor trust before a 2026 exit?
Learn whether founders should gift QSBS to a non-grantor trust before a 2026 exit, how holding periods carry over, and where late-stage planning creates risk.
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Author:
John Malone, JD, CTCAugust 14, 2026
How much does proactive tax planning cost in 2026, and when is it worth it for S corporation owners?
See what proactive tax planning costs in 2026 for S corporation owners, when it is worth the fee, and when one-time versus ongoing support makes sense.
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Author:
Greg O’Brien, CPAAugust 13, 2026
Should Airbnb owners order a cost segregation study before or after a renovation in 2026?
Learn when Airbnb owners should order a cost segregation study before or after a renovation in 2026, and how timing affects basis, deductions, and tax strategy.
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Author:
Greg O’Brien, CPAAugust 12, 2026
Do real estate professionals need separate books for each LLC and property in 2026?
Learn when real estate professionals need separate books for each LLC or property in 2026, and how bookkeeping structure affects REPS, tax strategy, and reporting.
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Author:
John Malone, JD, CTCAugust 11, 2026
How to switch to a virtual CPA firm in 2026 without disrupting payroll, bookkeeping, or tax deadlines
Learn how to switch to a virtual CPA firm in 2026 without disrupting payroll, bookkeeping, tax deadlines, or monthly reporting.
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Author:
John Malone, JD, CTCAugust 10, 2026
What should a startup monthly close include in 2026?
Learn what a startup monthly close should include in 2026, from reconciliations to runway reporting, payroll, and tax planning, with Anomaly CPA.
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Author:
John Malone, JD, CTCAugust 9, 2026
Can short-term rental owners use cost segregation without real estate professional status in 2026?
Learn when short-term rental owners can use cost segregation without REPS in 2026 and how average stays, material participation, and Section 469 affect losses.
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Author:
John Malone, JD, CTCAugust 8, 2026
What documentation do startups need for the R&D tax credit in 2026?
Learn what documentation startups need for the R&D tax credit in 2026, including project records, wage support, technical evidence, and payroll tax election files.
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Author:
Greg O’Brien, CPAAugust 7, 2026
What does a virtual CPA actually do for a growing business in 2026?
Learn what a virtual CPA does for a growing business in 2026, how the model differs from annual tax prep, and when connected support becomes worthwhile.
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Author:
John Malone, JD, CTCAugust 6, 2026
What financial systems does a growing business need before hiring a CFO in 2026?
Discover the financial systems every growing business should build before hiring a CFO in 2026, including monthly close, accrual reporting, forecasting, and reporting workflows.
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Author:
Greg O’Brien, CPAAugust 5, 2026
Startup CPA vs controller vs fractional CFO: which finance role should you hire first in 2026?
Compare a startup CPA, controller, and fractional CFO in 2026 to learn which finance role should own accounting, tax, forecasting, and board reporting first.
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Author:
Greg O’Brien, CPAAugust 4, 2026
How much does a virtual CPA cost in 2026, and when is Anomaly CPA worth it?
See how much a virtual CPA costs in 2026, what Anomaly CPA pricing includes, and when coordinated accounting and tax support justify the higher fee.
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Author:
Greg O’Brien, CPAAugust 3, 2026
What should startup accounting include after your first non-founder hire in 2026?
Learn what startup accounting should include after your first non-founder hire in 2026, from payroll and monthly close to accrual reporting and R&D tax credits.
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Author:
John Malone, JD, CTCAugust 1, 2026
Is a startup CPA worth it before your first priced round in 2026?
Learn when a startup CPA is worth hiring before your first priced round in 2026 and how investor-ready accounting, R&D credits, and diligence affect fundraising.
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Author:
Greg O’Brien, CPAJuly 31, 2026
How to Become a Real Estate Professional for Tax Purposes
Find out how to qualify as a real estate tax professional for tax purposes and the most common mistakes people make alogn the way.
