Expert insights on reasonable compensation, S-corp tax planning, and IRS audit defense for CPAs and tax advisors.
Three numbers drive every S-Corp tax outcome — owner salary, shareholder basis, distributions. They're coupled. Why modeling them in one workspace shortens the conversation.
Read more →Form 7203 raised the stakes on shareholder basis tracking. §1367 ordering, carryforward drift, suspended losses — four ways spreadsheets break, and what a basis-tracking surface does differently.
Read more →Four Form 7203 errors I saw repeatedly across 2026 S-Corp returns — wrong basis carryforward, missing K-1 reconciliation, ordering bugs. With the fixes.
Read more →A post-filing recap — stale BLS baselines, backwards documentation, ignored basis math. With concrete fixes for next year.
Read more →Calculate a defensible S-Corp reasonable salary in minutes using BLS wage data, IRS-aligned methodology, and instant PDF reports.
Read more →Distribution rules explained for CPAs — tax-free vs capital gains treatment, basis ordering, and distribution planning strategies.
Read more →A practical model to package, price, and deliver reasonable compensation work as recurring advisory.
Read more →Use current wage data with better SOC mapping, adjustment guardrails, and annual refresh discipline.
Read more →What is changing in compensation workflows this year and how top firms are improving defensibility and consistency.
Read more →A buyer-side comparison framework focused on methodology transparency, documentation quality, and workflow fit.
Read more →Step-by-step role mapping, blended wage calculations, and documentation guidance for CPA and EA practitioners.
Read more →Step-by-step calculation method using BLS data and IRS factors. Includes a worked example with real numbers.
Read more →Everything CPAs need to know: IRS factors, court cases, calculation methods, the 60/40 myth, QBI interaction, and audit-proof documentation.
Read more →What the IRS looks for, common red flags, and how to build a defensible position before an audit happens.
Read more →How to optimize the salary-distribution split while staying compliant with IRS requirements.
Read more →What documentation you need to support your reasonable comp determination and protect your clients.
Read more →Using Bureau of Labor Statistics data to benchmark shareholder salaries with market comparables.
Read more →Special considerations when multiple shareholders are involved and how to allocate salaries fairly.
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