Tax LAB Strategies

10/21/2026

EBITDA doesn't tell the whole story. Buyers and lenders also examine cash flow, customer concentration, owner dependence, and financial records when evaluating a Business.

EBITDA is only part of the picture. Learn how cash flow, customer concentration, owner dependence, and financial records influence buyers and lenders.

10/20/2026

Is the interest on your loan tax deductible? The answer often depends on how you use the borrowed money, not what secures the loan. Learn how tracing rules can affect business, investment, home, and personal interest.

Interest deductibility often depends on how borrowed funds are used. Learn how tracing rules apply to business, investment, home, and personal debt.

10/19/2026

If you are going through a divorce or recently went through one, watch this video for potential changes to your tax situation.

10/16/2026

Financed a new vehicle? You may qualify for a federal deduction of up to $10,000 in loan interest. Learn which vehicles qualify, income limits, and what records to keep.

Financed a new vehicle? Learn who qualifies for the car loan interest deduction, the $10,000 annual limit, income restrictions, and vehicle requirements.

10/15/2026

Thinking about buying a business? Learn what the numbers can reveal about earnings, cash flow, customers, working capital, taxes, and risk.

Buying a business? Learn what the numbers can reveal about earnings, cash flow, customers, working capital, taxes, and financial risk. Pasted markdown

10/15/2026

Reimbursing employees for business expenses doesn't have to create taxable wages. Learn how accountable plans work, what documentation is required, and why deadlines and recordkeeping matter.

Learn how accountable plans let businesses reimburse employee expenses without creating taxable wages and what IRS requirements must be followed.

10/13/2026

Is crowdfunding money taxable? It depends. Personal donations, rewards and equity investments can have very different tax consequences for both organizers and contributors.

Crowdfunding can have unexpected tax consequences. Learn how personal donations, rewards, investments, Form 1099-K, and gift tax rules may apply.

10/12/2026

Are your beneficiary designations up to date? Marriage, divorce, and other life changes can affect who inherits your assets. Watch this video to learn why regular reviews are important.

10/09/2026

A new federal tax credit begins in 2027 for qualifying K-12 scholarship donations. Learn how the $1,700 credit works, why state participation matters, and what donors should know before contributing.

A new federal tax credit starts in 2027 for qualifying K-12 scholarship donations. Learn who can claim it, the $1,700 limit, and key rules.

10/07/2026

The U.S. Supreme Court recently let stand a ruling allowing the IRS to pursue some tax fraud cases indefinitely. Here's what taxpayers should know.