Balance Tax and Accounting

10/19/2026

If you are going through a divorce or recently went through one, watch this video for potential changes to your tax situation.

10/15/2026

Thinking about buying a business? Learn what the numbers can reveal about earnings, cash flow, customers, working capital, taxes, and risk.

Buying a business? Learn what the numbers can reveal about earnings, cash flow, customers, working capital, taxes, and financial risk. Pasted markdown

10/15/2026

Reimbursing employees for business expenses doesn't have to create taxable wages. Learn how accountable plans work, what documentation is required, and why deadlines and recordkeeping matter.

Learn how accountable plans let businesses reimburse employee expenses without creating taxable wages and what IRS requirements must be followed.

10/13/2026

Is crowdfunding money taxable? It depends. Personal donations, rewards and equity investments can have very different tax consequences for both organizers and contributors.

Crowdfunding can have unexpected tax consequences. Learn how personal donations, rewards, investments, Form 1099-K, and gift tax rules may apply.

10/12/2026

Planning to sell your business someday? Clean, credible financials can support buyer confidence, financing, and a smoother sale.

10/12/2026

Are your beneficiary designations up to date? Marriage, divorce, and other life changes can affect who inherits your assets. Watch this video to learn why regular reviews are important.

10/09/2026

A new federal tax credit begins in 2027 for qualifying K-12 scholarship donations. Learn how the $1,700 credit works, why state participation matters, and what donors should know before contributing.

A new federal tax credit starts in 2027 for qualifying K-12 scholarship donations. Learn who can claim it, the $1,700 limit, and key rules.

10/06/2026

Does your business accept large cash payments? Receiving more than $10,000 can trigger Form 8300 reporting requirements. Learn what counts as cash, key deadlines, and why accurate filing matters.

Businesses receiving large cash payments may need to file Form 8300. Learn what counts as cash, filing deadlines, and when reporting is required.

10/05/2026

Learn when businesses must file Form 8300, what counts as cash, and the reporting rules that apply to large cash payments.

10/02/2026

Federal prosecutors say a man posing as a San Francisco 49ers player helped convince more than two dozen women to put $1.3 million into fake investments.