Long-form thinking.
Essays where we take a position on a specific topic. One argument per piece. No listicles, no tips for tax season, no filler.
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Tax Strategy
July 3, 2026
1050 words
The New SALT Cap Has a Trapdoor at $500K
The cap quadrupled, and for the clients who most needed relief, it quietly phases right back to $10,000. PTET planning did not get simpler. It got personal.
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Tax Strategy
July 3, 2026
950 words
The R&D Deductions Still Parked on Your 2022–2024 Returns
Congress fixed Section 174. The fix is not automatic. Most tech companies are still sitting on capitalized R&D they could be deducting now.
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Tax Strategy
April 19, 2026
1100 words
Why Most NY Partnerships Are Leaving PTET Money on the Table
PTET is the most significant state-level tax opportunity in fifteen years. Most New York partnerships are still using it wrong, or missing it entirely.
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Tax Strategy
April 12, 2026
1200 words
When Schedule C to S-Corp Actually Pencils (and When It Doesn't)
The conversion math most CPAs do on a napkin misses half the real factors. Here is how we actually think about it.
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Tax Strategy
April 5, 2026
1250 words
The NY Residency Questions That Actually Matter
New York runs aggressive residency audits. These are the questions that determine outcomes.
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Tax Strategy
March 29, 2026
1200 words
Reasonable Compensation for S-Corp Owners: What the IRS Actually Looks For
The 50/50 rule is a myth. Here is how the IRS actually evaluates reasonable comp, and what a proper analysis covers.
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Tax Strategy
March 22, 2026
900 words
NYC GCT: The Tax That Surprises New S-Corp Owners
New York City does not recognize the S-corp election. The General Corporation Tax hits at 8.85 percent. Here is why most businesses never see it coming.
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Advisory
March 15, 2026
1050 words
Why Fractional CFO Engagements Usually Outgrow the Fractional Part
What starts as 'a few hours per month' often becomes the financial brain of the business. Here is the arc we see.
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Advisory
March 8, 2026
1100 words
The Entity Structure Conversation We Keep Having
Most business owners pick an entity and never revisit it. The revisit is usually where the money is.
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Tax Strategy
March 1, 2026
1250 words
Multi-State Nexus for E-Commerce: The Real Decision Tree
Post-Wayfair sales tax nexus is more complicated than most e-commerce operators realize, and the income tax side is worse.
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Tax Strategy
February 22, 2026
1200 words
Partnership K-1 Review: The Five Things Most CPAs Miss
K-1 season is a volume game for most firms. That is exactly why the biggest errors happen there.
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Advisory
February 15, 2026
1100 words
What a Proper Year-End Meeting Actually Covers
Most year-end 'tax planning meetings' are fifteen minutes about extensions. A proper one takes an hour and changes outcomes.
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