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66 tagged with "Business Structure"

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Section 7874 Anti-Inversion Rules: Why a Foreign Parent Does Not Always Mean a Foreign Tax Bill
·mike

Section 7874 Anti-Inversion Rules: Why a Foreign Parent Does Not Always Mean a Foreign Tax Bill

Section 7874 treats a foreign parent as a U.S. corporation when former U.S. owners hold 80% or more, and penalizes inversion gain for 10 years at 60-80%. The substantial business activities safe harbor requires 25% of employees, assets, and income in the foreign country.

tax
tax-compliance
business-acquisition
business-structure
+3
Subchapter T Patronage Dividends Explained: How Co-ops Avoid Double Tax, Issue Qualified and Nonqualified Written Notices of Allocation, and Report Member Distributions on Form 1099-PATR
·mike

Subchapter T Patronage Dividends Explained: How Co-ops Avoid Double Tax, Issue Qualified and Nonqualified Written Notices of Allocation, and Report Member Distributions on Form 1099-PATR

How Subchapter T lets U.S. cooperatives deduct patronage dividends and avoid corporate double tax — covering the 20% cash floor for qualified written notices of allocation, the post-2017 shift toward nonqualified treatment, per-unit retains, Form 1099-PATR box-by-box reporting, Section 199A(g) for specified ag co-ops, and the recordkeeping that turns a deduction into a defensible one.

cooperatives
tax
tax-compliance
financial-reporting
+4
Personal Holding Company Tax Under Section 541: The 20% Surtax That Quietly Ambushes Closely-Held C Corporations
·mike

Personal Holding Company Tax Under Section 541: The 20% Surtax That Quietly Ambushes Closely-Held C Corporations

Section 541 layers a 20% federal surtax on closely-held C corporations that fail both the stock ownership and 60% passive income tests. This guide walks through Schedule PH mechanics, the dividends-paid deduction, and four ways — cash, throwback, consent, and deficiency dividends — to zero out the tax before it hits.

tax
c-corp
tax-compliance
tax-planning
+3
Section 199A QBI Aggregation Election Under Reg 1.199A-4: How Pass-Through Owners Combine Commonly Controlled Trades or Businesses to Beat the W-2 Wage and UBIA Limits
·mike

Section 199A QBI Aggregation Election Under Reg 1.199A-4: How Pass-Through Owners Combine Commonly Controlled Trades or Businesses to Beat the W-2 Wage and UBIA Limits

The Section 199A aggregation election under Reg 1.199A-4 lets pass-through owners combine commonly controlled trades or businesses before applying the W-2 wage and UBIA of qualified property limitation. This guide walks through the five eligibility tests, the Form 8995-A Schedule B disclosure, the irrevocable consistency rule, and when pooling QBI across an operating-and-leasing or multi-entity structure actually unlocks more deduction.

tax-planning
tax-deductions
s-corp
llc
+4
Section 355 Tax-Free Corporate Spinoffs: How to Split Up a Business Without Triggering a Single Dollar of Federal Tax
·mike

Section 355 Tax-Free Corporate Spinoffs: How to Split Up a Business Without Triggering a Single Dollar of Federal Tax

A breakdown of Section 355 of the Internal Revenue Code — the four statutory tests, three judicial doctrines, and the anti-Morris Trust two-year trap — illustrated with the GE, 3M Solventum, and Kellanova spinoffs.

tax
tax-planning
mergers-and-acquisitions
c-corporation
+3
Form 2553 Late S-Corp Election: How Rev. Proc. 2013-30 Cures Missed Deadlines Without PLR Fees
·mike

Form 2553 Late S-Corp Election: How Rev. Proc. 2013-30 Cures Missed Deadlines Without PLR Fees

A practical walkthrough of how Revenue Procedure 2013-30 lets businesses cure a missed Form 2553 S-corp election within three years and 75 days — no $3,500+ private letter ruling fee, no negotiation, just a checklist and a well-written statement.

s-corp
tax-compliance
small-business
llc
+4
Corporate Transparency Act in 2026: FinCEN BOI Filing Rules After the Domestic Exemption
·mike

Corporate Transparency Act in 2026: FinCEN BOI Filing Rules After the Domestic Exemption

FinCEN's March 2025 interim final rule narrowed the Corporate Transparency Act so U.S.-formed entities no longer file BOI reports, but foreign-formed entities registered in U.S. states still must file within 30 days, and New York's LLC Transparency Act took effect January 1, 2026 for foreign LLCs authorized to do business there.

compliance
llc
legal
small-business
+4
Fiscal Sponsorship Explained: Run a Tax-Deductible Charitable Project Without Forming Your Own 501(c)(3)
·mike

Fiscal Sponsorship Explained: Run a Tax-Deductible Charitable Project Without Forming Your Own 501(c)(3)

A practical guide to fiscal sponsorship — how Model A (9–15% fees) and Model C (4–10% fees) differ, how donations flow legally, what an agreement must cover, and when a project should graduate to its own 501(c)(3).

nonprofit
charitable-giving
fundraising
tax
+3
Series LLC Structure: Master LLC, Internal Liability Walls, and When to Use It
·mike

Series LLC Structure: Master LLC, Internal Liability Walls, and When to Use It

A 2026 guide to the Series LLC: how a single master entity can hold multiple internally-isolated series, which states recognize the structure (Florida joins via SB 316 on July 1, 2026), how the IRS taxes each series, the bookkeeping discipline required to keep the liability walls intact, and when separate traditional LLCs remain the safer choice.

llc
business-structure
real-estate
liability-protection
+4
Wyoming vs. Delaware vs. Nevada LLC in 2026: Asset Protection, Privacy, and Annual Costs Compared
·mike

Wyoming vs. Delaware vs. Nevada LLC in 2026: Asset Protection, Privacy, and Annual Costs Compared

A 2026 comparison of Wyoming, Delaware, and Nevada LLCs across real annual costs ($110–$600), charging-order statutes, single-member protection, anonymity rules, and the foreign-qualification trap that erases out-of-state savings.

llc
business-structure
incorporation
liability-protection
+4
LLC Taxes Explained: A Complete Guide for Single-Member, Multi-Member, and S-Corp Elections
·mike

LLC Taxes Explained: A Complete Guide for Single-Member, Multi-Member, and S-Corp Elections

A practical guide to how LLCs are actually taxed federally—disregarded entity, partnership, S-corp, or C-corp—when each classification makes sense, what the S-Corp election saves at $150K of profit, the 75-day Form 2553 deadline, and the six mistakes that most reliably trigger IRS audits.

llc
s-corp
self-employment-tax
business-structure
+3
TCJA and OBBBA Explained: A Small Business Owner's Tax Guide for 2026
·mike

TCJA and OBBBA Explained: A Small Business Owner's Tax Guide for 2026

The OBBBA made the QBI deduction permanent and raised it to 23% in 2026, expanded SALT to $40,000 through 2029, and lifted the estate exemption to $15 million. Here is how small business owners running pass-through entities, S corps, and LLCs should plan around it.

tax
tax-planning
tax-deductions
small-business
+4
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