Bill Bates CPA

09/03/2026

Business expenses can reduce taxable income, but many learn too late that a deduction is only as good as the records behind it.

Self-employed taxpayers often know that business expenses can reduce taxable income, but many learn too late that a deduction is only as good as the records behind it. A recent Tax Court decision involving a real estate agent is a sharp reminder that having a business purpose is not enough. If you c...

08/31/2026

Succession planning helps ensure a smooth transition, protects business continuity, and reduces disruption when key people leave or pass away.

08/28/2026

New York City has begun notifying property owners who may be subject to its new pied-à-terre tax. Learn who may be affected and more.

08/27/2026

Here are the September 2026 Business Due Dates

Review September 2026 business tax deadlines for S corporations, partnerships, corporations, employers, estates, and trusts.

08/25/2026

Donating long term appreciated stock (publicly traded shares held more than one year) to a qualified charity is a high impact way for donors to support causes while obtaining favorable tax treatment.

Learn how donating long-term appreciated stock can provide a charitable deduction, avoid capital gains tax, and create a more tax-efficient gift.

08/24/2026

An HSA can help you save for healthcare expenses while offering valuable tax benefits. Learn who qualifies and how these accounts work.

08/21/2026

The holiday season starts earlier than many business owners realize. Discover seven proactive financial moves to strengthen cash flow, manage inventory, and optimize taxes before Q4.

Prepare your business for the holiday rush with seven financial moves to improve cash flow, manage inventory, and optimize taxes before Q4.

08/17/2026

Passing a tax law is only the beginning. See how upcoming Treasury and IRS guidance could shape tax planning and implementation of the OBBBA.

Explore Treasury’s 2026 Priority Guidance Plan, OBBBA implementation, regulatory changes, and what evolving IRS guidance could mean for tax planning.

08/17/2026

Cryptocurrency transactions can have tax consequences. Learn what to know about digital assets and when professional tax guidance may help.

08/14/2026

Interest rates remain elevated, making every borrowing decision more important. Learn when to refinance, finance equipment, lease, or pay down debt—and how tax planning can lower your true cost of capital.

Learn when to refinance, finance, lease, or pay down debt—and how tax planning can reduce borrowing costs.