Resource Library

Tax guides, planning strategies, and compliance checklists — built for founders, expats, real estate owners, and global businesses.

Real Estate Owners

1031 Exchange Guide: Defer Capital Gains on Real Estate

A 1031 exchange lets you sell investment property and defer capital gains tax by reinvesting in like-kind property. Here are the rules, timelines, and common pitfalls.

Tax Strategy International Tax
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International U.S. Citizens Foreign Business and Investors

Form 5471: U.S. Shareholders of Foreign Corporations

U.S. persons who own 10% or more of a foreign corporation must file Form 5471. Here's who qualifies, what's reported, and the penalties for non-compliance.

International Tax
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Startups and Online Business Individuals and Local Business Foreign Business and Investors

Form 5472 for Foreign-Owned Single-Member LLCs

Foreign-owned disregarded entities must file Form 5472 or face a $25,000 penalty. Here's what triggers the requirement and how to comply.

International Tax Tax Compliance
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Startups and Online Business Individuals and Local Business Real Estate Owners

S-Corporation Election: When It Makes Sense (and When It Doesn't)

Learn when an S-Corp election saves taxes and when it costs more. Covers the savings calculation, reasonable salary rules, and who should avoid electing.

Tax Strategy Tax Compliance
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All Clients

2025 Tax Deadlines: Key Filing and Payment Dates

Every important IRS filing and payment deadline for the 2025 tax year, including business returns, individual returns, extensions, and estimated tax payments.

Tax Compliance
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