Sarah Smith

Written by Michiyo Taenaka, CPA | Estate & Trust Tax Expert Ok, that’s a little forward, I know. But let me explain. Oregon estate tax: why they call it the worst place to die You’ve probably heard the joke: Oregon is a great place to live, but a rough place to die. As someone who […]

Smart tax strategy starts with understanding what doesn’t generate a deduction. If you’re weighing a charitable auction deduction for donated use of a vacation home, the tax result may be less favorable than many owners expect. Why the vacation home donation itself may not qualify Under IRC §170(f)(3), a charitable contribution deduction is generally disallowed

If you drive for business, medical care, or a military move, your mileage deduction just got a mid-year bump. It’s worth understanding why, because a mid-year change to the IRS mileage rate doesn’t happen often. The rare mid-year rate change The IRS typically sets its optional standard mileage rate once a year, in December, for

For business owners, tax strategy is no longer a once a year scramble in March. It’s a year round planning process that runs alongside your cash flow and growth decisions. When you treat each quarter as a deliberate planning season, you can reduce surprises, free up after tax cash, and make better long term decisions

For business owners, tax strategy is no longer a once a year scramble in March. It’s a year round planning process that runs alongside your cash flow and growth decisions. When you treat each quarter as a deliberate planning season, you can reduce surprises, free up after tax cash, and make better long term decisions

A June 2026 federal watchdog report highlights a real concern for taxpayers: IRS walk-in staff gave incorrect tax-law answers in nearly half of the visits where they provided assistance. According to the Treasury Inspector General for Tax Administration (TIGTA), the error rate stood at 46%. These IRS tax advice errors involved routine domestic tax topics,

If you’ve heard the news about “Trump Accounts” and wondered what it means for your family, you’re not alone. Parents, grandparents, and business owners are all asking the same question: is this something I should be paying attention to? The short answer: yes, at least enough to understand the basics and see whether it fits

Written by Brian Keyser | Fractional CFO If you’ve heard of fractional CFO services but aren’t sure if they apply to you, you’re not alone. Most business owners in the $2M to $30M revenue range assume this kind of financial leadership is either out of reach or unnecessary. That assumption is costing them. Here are

Written by Brian Keyser | Fractional CFO Most business owners start thinking about an exit too late. By the time you’re ready to sell, the window to maximize your sale price has already been closing for years. If you want to know how to sell your business for what it’s actually worth, the work starts