Resources
Writing & reference material.
Short, specific notes on the decisions we help clients work through. Written by us, not by a content agency.
- PlanningMarch 12, 2026
California's PTE elective tax: what S-corp and partnership owners should know
The pass-through entity elective tax is one of the most valuable federal deductions available to California business owners — and one of the easiest to forget.
6 min read
- Entity StructureFebruary 2, 2026
When should a founder convert an LLC to an S-corp?
The S-corp election saves self-employment tax — but only if your profit is high enough, your payroll is set up, and your state doesn't claw the savings back.
7 min read
- PlanningJanuary 10, 2026
The Q4 tax planning checklist we run with every client
By October, most of the year's tax outcome is already locked in. Here's the short list we go through with every advisory client before year-end.
5 min read
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