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Use Tax

Sales Tax vs. Use Tax: What Every Business Owner Should Know

September 29, 2026

Kelly Telford

Most business owners assume sales tax only applies if they sell physical products. In reality, sales and use tax rules are far more complex. Businesses can create tax obligations by selling finished goods to the consumer (in a brick and mortar store or online), selling software subscriptions and providing certain services. Many companies don’t discover…

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Our Articles

Audit Finding

What is an Audit Finding?

September 23, 2026

The Big Takeaway An audit finding isn’t necessarily a sign that something went wrong. Think of it as an opportunity to spot a risk early and make a good process even stronger. Remember: Bottom line An audit finding isn’t a failure. It’s an opportunity to reduce risk, strengthen your processes, and demonstrate your organization’s commitment…

DSTs

Delaware Statutory Trusts (DSTs): A 1031 Strategy for Passive Investors

September 21, 2026

For many real estate investors, the biggest challenge isn’t selling a property—it’s figuring out what comes next. If you’ve built significant equity over the years but are ready to step away from being a landlord, a Delaware Statutory Trust (DST) can provide a way to complete a 1031 exchange while transitioning into passive real estate…

Documenting Processes

Documenting Processes: The Difference Between Surviving and Scaling

September 16, 2026

Many businesses can survive for years without documenting processes. The owner knows how everything works. Key employees understand their responsibilities. Problems get solved quickly because the people who built the business are still involved in the day-to-day operations. In the early stages, this works. In fact, it often feels efficient. Why spend time documenting procedures…

Tax Levers

The 5 Tax Levers Business Owners Must Manage in 2026

September 15, 2026

Tax strategy is no longer just about deductions. For years, tax planning came down to a familiar question: What can we write off before year-end? That approach doesn’t go far enough anymore. Today’s tax environment has shifted from a focus on individual deductions to something broader—how business owners manage key decisions over time. The most…

Sales and use tax

Top 6 Most Common Sales & Use Tax Mistakes (and How to Avoid Them)

September 2, 2026

Many businesses don’t intentionally ignore sales and use tax requirements. In fact, most compliance issues develop gradually as companies grow, adopt new technology, or change the way they operate. A new software subscription gets added. Equipment is purchased from an out-of-state vendor. An employee makes purchases using a corporate credit card. A new service line…

Buyers Construction

Selling Your Construction Company? What Buyers Want to See in Your Financials Before They Make an Offer

September 1, 2026

If you’re thinking about selling your construction company—whether that’s next year or five years from now—there’s one thing buyers will scrutinize long before they discuss a purchase price: your financials. While a strong reputation, loyal customers, and a robust backlog are valuable assets, buyers place significant weight on the quality and reliability of a company’s…

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