My CPA Pro, PC

My CPA Pro, PC We offer a broad range of services for business owners, executives, and independent professionals. I

It was never about the refund. ๐Ÿ’ธI'm always looking at numbers. My clients' numbers. And I need them moving in the right ...
05/30/2026

It was never about the refund. ๐Ÿ’ธ

I'm always looking at numbers. My clients' numbers. And I need them moving in the right direction.

Here's why ๐Ÿ‘‡+

Numbers moving the right way don't just mean keeping more from the IRS or protecting the wealth you've built.

It means a strong foundation for a spouse who'll one day be on their own. Legacy money so a grandkid can buy a first home.

Those 14-hour days, stacked up over 20 years? That work created financial velocity. And velocity is just another word for choices.
โœ”๏ธ The choice to build the dream home.
โœ”๏ธ The choice to keep 25 people employed, year after year.
โœ”๏ธ The choice to sell the business and never work another day.

As your CPA, I'm part of building something bigger than a tax return.

Financial stability is power. When the moment comes - the opportunity, the emergency, the thing you always dreamed of, you get to say yes.

That's what I help my clients forge. One good year at a time.
If you're building something you want to outlast you, and you want a CPA watching the trend line with you โ€” not just filing after the fact โ€” let's talk.

โžก๏ธ Strategy check link in comments.

05/28/2026

Think hiring someone on a 1099 basis is a simple deal? Think again. Many states now scrutinize worker classification using IRS control tests. If you provide the tools, dictate hours, or control how work is done, you might have an employee, not a contractor. #1099

Think you might sell your business - EVER?Are you an S Corp?Then you might need to think about converting to a C Corp.He...
05/28/2026

Think you might sell your business - EVER?

Are you an S Corp?

Then you might need to think about converting to a C Corp.

Here is why ๐Ÿ‘‡

The math speaks for itself.

๐Ÿ”ด Sell as an S-Corp: long term capital gains + net investment income tax. Pay roughly 23.8% on the gain.

๐ŸŸข Sell as a qualifying C-Corp under Section 1202: that money stays in your pocket. Federal income tax = ZERO.

Ok - you are thinking - can I just convert?

Not so fast, grasshopper.

Thereโ€™s a 5 year clock. And it starts the day you convert.

If you have been an S-Corp for 12 years and you convert tomorrow, you start at zero.

3 years = 50% exclusion
5 years = full100%

This is why you need strategy. You must think forward.

Section 1202 isnโ€™t a tool you reach for when you are ready to sell.

Itโ€™s a tool you set up years beforeโ€ฆwhile your business has room to appreciate.

We break it down in this weekโ€™s email.

Drop 1202 if you want me to send it to you.



05/27/2026

Misclassifying workers can lead to hefty penalties for employers, including back taxes for F**A, unemployment, and workers' comp. Audits are on the rise, with potential fines of $5,000 to $25,000 per worker.

05/26/2026

Choosing where to file your LLC can be for many reasons, like divorce or family matters. But where you're taxed is about 'nexus'โ€”where you live and generate income. These aren't always the same.

Wrong entity, wrong time = $3.5 million price tag. ๐Ÿ’ธThat's what being in an S-corp can cost you the day you sell your bu...
05/23/2026

Wrong entity, wrong time = $3.5 million price tag. ๐Ÿ’ธ

That's what being in an S-corp can cost you the day you sell your business.

Here's why.

Section 1202 of the tax code lets a business owner exclude up to $15 MILLION of gain from federal tax when they sell their company. On a $15M gain, that's roughly $3.5M you keep instead of writing a check to the IRS.

The catch: Section 1202 only applies to C-corp stock. Not S-corp. Not LLC.

Most $5-20M businesses are S-corps. Most CPAs never bring this up.

The One Big Beautiful Bill Act expanded the rule last summer โ€” limit jumped from $10M to $15M.

If you're growth-minded and you've never heard of Section 1202, that's a signal.

Full breakdown in this week's email. Link to get the newsletter in the bio.

05/22/2026

Can you fully write off a 100% K-1 loss from a passive investment against capital gains? Understand how passive income and losses work together. Passive losses generally can only offset passive income, not other types of gains.

"๐˜ ๐˜ต๐˜ฉ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ๐˜ต ๐˜บ๐˜ฐ๐˜ถ ๐˜ธ๐˜ฆ๐˜ณ๐˜ฆ ๐˜ฅ๐˜ฐ๐˜ฏ๐˜ฆ ๐˜จ๐˜ณ๐˜ฐ๐˜ธ๐˜ช๐˜ฏ๐˜จ."That's what a business owner heard from her CPA in April.She owns several companies. S...
05/22/2026

"๐˜ ๐˜ต๐˜ฉ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ๐˜ต ๐˜บ๐˜ฐ๐˜ถ ๐˜ธ๐˜ฆ๐˜ณ๐˜ฆ ๐˜ฅ๐˜ฐ๐˜ฏ๐˜ฆ ๐˜จ๐˜ณ๐˜ฐ๐˜ธ๐˜ช๐˜ฏ๐˜จ."

That's what a business owner heard from her CPA in April.

She owns several companies. She's growth-minded. She wanted - she NEEDS - bigger structures and smarter strategies.

Her CPA is not growth minded. He tapped out on his ability to help her. Actually, he assumed she was โ€œsuccessful enoughโ€.

So the strategy stayed where it was three years ago.

And she's overpaying in taxes right now because of it.

I see this all the time. Most CPAs are sized for a specific level of complexity. When you outgrow that level, they stop suggesting things.

You're not getting bad work. You're getting exactly the right work for who you used to be.

That's not a betrayalโ€ฆit means itโ€™s time to graduate. Congrats.

Your CPA doesn't get to decide when you stop growing. You do.

Drop "GROW" below ๐Ÿ‘‡ if you want the one question that tells you if you've outgrown your CPA.

05/19/2026

The IRS will take what they believe is owed if you don't address 1099 issues. We had a client fight for years over a simple 1099 problem, and it took seven years to resolve. Ignore IRS notices at your own peril; they can lead to massive tax bills. #1099

We had a blast at yesterday's monthly Q&A.A few of the questions that came up:"๐˜๐˜ง ๐˜ ๐˜ง๐˜ช๐˜ญ๐˜ฆ ๐˜ฎ๐˜บ ๐˜“๐˜“๐˜Š ๐˜ช๐˜ฏ ๐˜ž๐˜บ๐˜ฐ๐˜ฎ๐˜ช๐˜ฏ๐˜จ, ๐˜ต๐˜ฉ๐˜ฆ ๐˜๐˜™๐˜š ๐˜ค๐˜ข๐˜ฏ'...
05/16/2026

We had a blast at yesterday's monthly Q&A.

A few of the questions that came up:

"๐˜๐˜ง ๐˜ ๐˜ง๐˜ช๐˜ญ๐˜ฆ ๐˜ฎ๐˜บ ๐˜“๐˜“๐˜Š ๐˜ช๐˜ฏ ๐˜ž๐˜บ๐˜ฐ๐˜ฎ๐˜ช๐˜ฏ๐˜จ, ๐˜ต๐˜ฉ๐˜ฆ ๐˜๐˜™๐˜š ๐˜ค๐˜ข๐˜ฏ'๐˜ต ๐˜ต๐˜ฐ๐˜ถ๐˜ค๐˜ฉ ๐˜ฎ๐˜ฆ, ๐˜ณ๐˜ช๐˜จ๐˜ฉ๐˜ต?"

"๐˜ ๐˜ฐ๐˜ธ๐˜ฏ 12 ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต๐˜ข๐˜ญ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜ด๐˜ต๐˜ช๐˜ญ๐˜ญ ๐˜ฑ๐˜ข๐˜บ ๐˜ข ๐˜ง๐˜ฐ๐˜ณ๐˜ต๐˜ถ๐˜ฏ๐˜ฆ. ๐˜ž๐˜ช๐˜ญ๐˜ญ ๐˜ฑ๐˜ถ๐˜ต๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ต๐˜ฉ๐˜ฆ๐˜ฎ ๐˜ช๐˜ฏ ๐˜ข๐˜ฏ ๐˜“๐˜“๐˜Š ๐˜ง๐˜ช๐˜น ๐˜ช๐˜ต?"

"๐˜Š๐˜ข๐˜ฏ ๐˜ ๐˜ณ๐˜ฆ๐˜ข๐˜ญ๐˜ญ๐˜บ ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต ๐˜ฎ๐˜บ ๐˜ฉ๐˜ฐ๐˜ถ๐˜ด๐˜ฆ ๐˜ต๐˜ฐ ๐˜ฎ๐˜บ ๐˜ฃ๐˜ถ๐˜ด๐˜ช๐˜ฏ๐˜ฆ๐˜ด๐˜ด 14 ๐˜ฅ๐˜ข๐˜บ๐˜ด ๐˜ข ๐˜บ๐˜ฆ๐˜ข๐˜ณ, ๐˜ต๐˜ข๐˜น-๐˜ง๐˜ณ๐˜ฆ๐˜ฆ?"

We do this every month for our email community.

If you want to bring yours next time, the list is open.

Link in comments.

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