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Stephen Nelson CPA

Small Business Net Present Value Analysis

March 27, 2017 By Stephen Nelson CPA

Last week's blog post talked about how to calculate an internal rate of return for your small business investment returns. But you probably also want … [Read more...] about Small Business Net Present Value Analysis

Filed Under: management, New business, personal finance

Small Business Investment Returns Astronomical?

March 20, 2017 By Stephen Nelson CPA

Picture showing entrepreneur calculating small business returns on investment

In this week's blog post, we're going to talk about small business investment returns. But if you read no further, please please take away this … [Read more...] about Small Business Investment Returns Astronomical?

Filed Under: management, personal finance, retirement

Small CPA Firm Profitability

March 13, 2017 By Stephen Nelson CPA

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I’ve been fixated on the issue of small CPA firm profitability for a few months now—ever since I took the time to really dig into the … [Read more...] about Small CPA Firm Profitability

Filed Under: management, New business

Benchmarking Small Business Revenues and Profits

March 6, 2017 By Stephen Nelson CPA

Hand holding wooden ruler, mesuring employee performance. Working appraisal concept

Benchmarking small business revenues and profits often delivers big insights into a firm's health and prospects. Benchmarking revenues, for … [Read more...] about Benchmarking Small Business Revenues and Profits

Filed Under: management, New business

Income Tax Buckets Not Income Tax Brackets

February 27, 2017 By Stephen Nelson CPA

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Are you ever confused about how income tax brackets work? Lots of people are. And for those people, I have an idea. Don’t think about income tax … [Read more...] about Income Tax Buckets Not Income Tax Brackets

Filed Under: personal finance

Should You Use QuickBooks Self-Employed?

February 20, 2017 By Stephen Nelson CPA

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Should you use QuickBooks Self-employed? It’s a great question to ask if you run a small business and you’re wondering which version of QuickBooks to … [Read more...] about Should You Use QuickBooks Self-Employed?

Filed Under: Bookkeeping, Software Tagged With: QuickBooks

Eleven Profit Building Technology Tools

February 13, 2017 By Stephen Nelson CPA

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This blog post talks about eleven profit building technology tools we're using in our CPA firm. But let me explain why I'm posting this. Because … [Read more...] about Eleven Profit Building Technology Tools

Filed Under: management, Strategy

Entrepreneurs as Active Investors

February 6, 2017 By Stephen Nelson CPA

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After I did the first couple of blog posts about insights I’d gleaned from David Swensen’s wonderful book, “Pioneering Portfolio Management,” I … [Read more...] about Entrepreneurs as Active Investors

Filed Under: management, personal finance

Successful Active Investor Tips from David Swensen

January 30, 2017 By Stephen Nelson CPA

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Are you interested in becoming a successful active investor? No, I know. You don’t want to admit you’re thinking this way. Most people know the … [Read more...] about Successful Active Investor Tips from David Swensen

Filed Under: personal finance, retirement

Bear Market Survival Tactics: Ideas from David Swensen’s Book

January 23, 2017 By Stephen Nelson CPA

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An awkward topic: Are you looking for or thinking about bear market survival tactics? No, I know. You're right. We probably can't time the market. … [Read more...] about Bear Market Survival Tactics: Ideas from David Swensen’s Book

Filed Under: personal finance, retirement

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Featured Posts

Powerball Lottery tax planning says you take the lump sum not the annuity

Powerball Lottery Tax Planning

A while back I talked about Lottery Tax Planning for a Billion Dollar Drawing. And what I said in the earlier article still stands... But the recent … [Read More...] about Powerball Lottery Tax Planning

Start counting hours for material participation before you launch

When Material Participation Really Starts (It’s Earlier Than Most People Think)

Material participation sits at the heart of many powerful tax strategies. Whether you’re running a small business, flipping houses, managing a … [Read More...] about When Material Participation Really Starts (It’s Earlier Than Most People Think)

R&D deductions work differently under the One Big Beautiful Bill

One Big Beautiful Bill’s New R&D Deductions

The OBBB, also known as the One Big Beautiful Bill, also known as the American Innovation and Growth Act of 2025, makes a useful change to the R&D … [Read More...] about One Big Beautiful Bill’s New R&D Deductions

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Setting Low S Corporation Salaries

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Maximizing Sec. 199A Deductions

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