Category: B2B


Recent blogs

Oil and Gas: Where is the opportunity?

By Chase Ravsten, Vice President of Vistia Capital Investing in oil and gas can offer potential advantages: Oil and gas are still a staple of energy and production here in the United States and in most of the countries across the world. Many think we must have significant land with

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Accounting Pricing Strategy

Accounting Pricing Strategy One of the most difficult, yet important, issues you must decide as tax business owner is how much to charge for your services. While there is no one single right way to determine your pricing strategy, there are some key guidelines that will help you with your

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Limiting the Substance Over Form Doctrine

At the end of 2018, to the dismay of the IRS and the Tax Court, the Second Circuit joined the First and Sixth in reversing the Tax Court’s decision in the Summa Holdings “substance over form” matter.  In these three related appellate cases, the IRS sought to recharacterize millions of

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Conservation Easements Make the IRS Dirty Dozen Tax Scam List

The IRS has put conservation easements on its annual “Dirty Dozen” list which, says the IRS, “represents the worst of the worst tax scams.” The DOJ has also declared war on the misuse of conservation easements and is investigating some investors. How did a seemingly benign charitable tax deduction go

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Developing Your Accounting Firm’s Plan

What are your accounting goals? Many firms want to grow and expand. However, other businesses want to focus on: At the same time, owners often find themselves stressed because they don’t maintain a healthy work-life balance. As the tax season picks up, we recommend that you sit down and reflect

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GoFundMe Receipts and IRS Rules

Aside from contribution-only donations to established 501(c)(3) charities, the gift/non-gift distinction has always been rather subjective. For example, assume you give money to a children’s choir which then performs at your wedding. The financial value of that quid pro quo is subjective, at best. Crowdfunding contributions have muddied the waters

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