By Laura Dohanes, CPA | Founder, My CPA Pro | February 19, 2026 Laura Dohanes is a CPA with over 20 years of experience in tax strategy and compliance for business owners. She has represented over 3,000 clients in federal and state tax audits and is the founder of My CPA Pro, a tax strategy […]
By Laura Dohanes, CPA | Founder, My CPA ProFeatured expertise: 20+ years defending 3,000+ IRS audits | Specialized tax strategy for $5M-$20M founders Builder-Investor Paradox is what happens when your operational security needs collide with maximizing after-tax investment returns. You can reduce audit risk and increase net ROI by implementing proactive tax modeling through proper […]
Quick Answer Why do most tax strategies never get implemented? Based on my 20+ years implementing tax strategies for business owners, implementation fails because it requires coordination between multiple professionals (attorneys, CPAs, bookkeepers), state-specific compliance expertise, proper documentation, and ongoing maintenance. Most tax advisors specialize in strategy consultation but lack the systems, team, or liability […]
Can AI do your taxes? Yes, if you have a simple W-2 and standard deduction. For business owners with multiple entities, multi-state operations, or complex structures, AI tax tools can model scenarios but cannot make strategic decisions based on your personal circumstances, timeline, or risk tolerance. AI tax strategy requires human oversight to interpret results […]
If you own stock in your own company and plan to sell someday, you need to know one acronym: QSBS.It stands for Qualified Small Business Stock, and it could be the most powerful tax strategy you’ve never heard of. Here’s why: it can turn millions in gains into tax-free money when you sell. What Is […]
Let me tell you a quick (true) story. A client of mine in Santa Barbara runs a family business that’s been around for decades. Her goal was simple: 👉 Pass it down to her kids—no drama, no debt, no IRS nightmares. But until last week, she thought her kids would have to sell it just […]
You might’ve heard: Congress just raised the SALT deduction cap from $10,000 to $40,000. Sounds like a massive win for business owners, right? ➡️ It is—but only if you fall into the right category. What Is the SALT Deduction Cap? The SALT deduction cap limits how much state and local taxes you can deduct on […]