Prevent Tipping: 33.33% Public Support Test for U.S. Nonprofit CFOs
A U.S. nonprofit CFO’s how-to: calculate the 33.33% five-year public support threshold, build a quarterly rolling model, and keep Schedule A–ready…
$500,000 Rule: When Remote Sellers Must Register for Texas Sales Tax
If Texas receipts exceed $500,000 in a trailing 12 months, register and collect by the first day of fourth month. Learn timing and records.
Nonprofit Finance Officers: Single Audit Requirements and the $1M Rule
U.S. nonprofit single audit requirements explained: who crosses the $1,000,000 threshold, SEFA and FAC deadlines, and a DFW CPA playbook for audit readiness.
Avoid an Audit: Complete Texas Resale Certificate Form 01-339
Learn how to fill Texas Form 01-339 correctly, use seller/buyer verification steps, and keep accepted resale certificates for four years to avoid audits.
7 Step Texas IOLTA Trust Accounting Checklist for TAJF Compliance
A practical checklist for Texas attorneys: use a 7 step monthly three way reconciliation to meet TAJF 30 day reporting rules, avoid trust account errors,…
Avoid Losing Half Your Home: Intestate Succession in Texas
How Texas intestate succession divides probate assets, community vs separate property, the 120 hour rule, and when to call a CPA or lawyer.
Month-End Close Checklist: How to Close Your Books Accurately Every Month
Copy and paste a practitioner ready month end close checklist into Excel or Sheets. Assign owners, attach evidence, and run a 5 or 10 day close with ready…
Lock In QSBS Exclusions: Documentation Steps for Founders & Investors
How founders and investors secure the Section 1202 exclusion: issue-date rules after the 2025 overhaul, the $15M cap, and records you must keep to prove QSBS.
Calculate Your RCP Before Filing: Offer in Compromise Requirements
IRS Offer in Compromise requirements made practical: calculate your Reasonable Collection Potential with a worked example, follow the pre filing…
Save $149 on IRS Installment Fees: When to DIY or Hire a CPA
Practical guide from a CPA on IRS installment agreements: which plan fits, real fees ($29–$178), when to apply online and when to hire professional help.
