Aloe Advisors CPA Inc

09/14/2026

Stock compensation Common Tax Pitfalls

Your equity compensation could be creating a tax problem you don't even know about.

I've seen employees lose thousands of dollars due to: 1) AMT surprises 2) Under-withholding 3) Selling at the wrong time 4) Concentration risk 5) Cost basis mistakes

The good news? Most of these issues are entirely preventable with proper planning.

08/31/2026

Equity compensation tax implications and strategies

Employee stock compensation has become one of the most valuable wealth-building opportunities available to employees, particularly in technology companies, startups, and publicly traded corporation…

02/03/2026

Don’t leave money on the table: 10 ways employees can save on taxes https://aloeadvisors.com/2026/02/02/10-tax-strategies-for-employees-keep-more-of-what-you-earn/

I am frequently asked by salaried employees about what tax strategies they can use to reduce their tax liabilities. There is always a lot of buzz around Government tax incentives for businesses to …

12/16/2025

Important Business Tax Law Cahncges for 2025

The “One Big Beautiful Bill Act” (OBBBA), signed into law on July 4, 2025, has fundamentally reshaped the tax landscape for American businesses. Moving beyond temporary fixes, this legi…

11/23/2025

New Tax updates to consider as you plan your 2025 taxes

The “One Big Beautiful Bill Act” (OBBBA) is officially the law of the land, and it fundamentally shifts the tax landscape for the 2025 tax year. Whether you are an employee, a business …

11/17/2025

The MOST Frequently Asked Tax Question: 🔎 "How long shall I keep my tax records?"

It's a question every business owner and individual asks. The common answers (3 years or 7 years) are good, but the real answer depends on your specific situation, according to the IRS Statute of Limitations.

Don't risk an audit or miss out on a refund opportunity! Our quick infographic breaks down the official guidelines for record retention:

Why the 3-year rule applies.

When the statute of limitations extends to 6 years or even 7 years.

Records you need to keep indefinitely (like asset purchases).

Swipe through the image to get the definitive answer and ensure you are compliant. 👇

11/03/2025

Stop Losing Money to the IRS. Let's talk about your 2025 tax liability today. Aloe Advisors calculates everything correctly now so you can avoid that penalty fee later.

09/18/2025

The federal SALT deduction cap has increased to $40,000 for 2025. This could mean a big tax break for many CA residents.

09/09/2025

Qualified Business Income Deduction (QBID): This valuable deduction allows owners of sole proprietorships, partnerships, S corporations, and LLCs to deduct up to 20% of their qualified business income. Income limits apply.