• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Evergreen Small Business

Actionable Insights from Small Business CPAs

  • Home
  • Small Business FAQ
  • Monographs
    • Business Planning Workbook
    • Download Your Free Copy of the Thirteen Word Retirement Plan
    • Five Minute Payroll Monograph (2019 Edition)
    • LLC Operating Agreement
    • Maximizing PPP Loan Forgiveness
    • Maximizing Sec. 199A Deductions Monograph
    • Preparing Form 3115 for the Tangible Property Regulations
    • Preparing U.S. Tax Returns for International Taxpayers
    • Real Estate Tax Loopholes & Secrets
    • Red Portfolio Black Portfolio FAQ and Download
    • Sample Corporate Bylaws
    • Setting Low Salaries for S Corporations
    • Small Business Tax Deduction Secrets
    • Small Businesses and the Affordable Care Act (Obamacare)
    • Joining Our Affiliate Program
  • Our Bloggers
  • Free LLC Formation Kits
    • Alabama LLC
    • Alaska LLC
    • Arizona LLC
    • Arkansas LLC
    • California LLC
    • Colorado LLC
    • Connecticut LLC
    • Delaware LLC
    • Florida LLC
    • Georgia LLC
    • Hawaii LLC
    • Idaho LLC
    • Illinois LLC
    • Indiana LLC
    • Iowa LLC
    • Kansas LLC
    • Kentucky LLC
    • Louisiana LLC
    • Maine LLC
    • Maryland LLC
    • Massachusetts LLC
    • Michigan LLC
    • Minnesota LLC
    • Mississippi LLC
    • Missouri LLC
    • Montana LLC
    • Nebraska LLC
    • Nevada LLC
    • New Hampshire LLC
    • New Jersey LLC
    • New Mexico LLC
    • New York LLC
    • North Carolina LLC
    • North Dakota LLC
    • Ohio LLC
    • Oklahoma LLC
    • Oregon LLC
    • Pennsylvania LLC
    • Rhode Island LLC
    • South Carolina LLC
    • South Dakota LLC
    • Tennessee LLC
    • Texas LLC
    • Utah LLC
    • Vermont LLC
    • Virginia LLC
    • Washington LLC
    • West Virginia LLC
    • Wisconsin LLC
    • Wyoming LLC
  • S Corporation Kits
    • Alabama S Corporation
    • Alaska S Corporation
    • Arizona S Corporation
    • Arkansas S Corporation
    • California S Corporation
    • Colorado S Corporation
    • Connecticut S Corporation
    • Delaware S Corporation
    • Florida S Corporation
    • Georgia S Corporation
    • Hawaii S Corporation
    • Idaho S Corporation
    • Illinois S Corporation
    • Indiana S Corporation
    • Iowa S Corporation
    • Kansas S Corporation
    • Kentucky S Corporation
    • Louisiana S Corporation
    • Maine S Corporation
    • Maryland S Corporation
    • Massachusetts S Corporation
    • Michigan S Corporation
    • Minnesota S Corporation
    • Mississippi S Corporation
    • Missouri S Corporation
    • Montana S Corporation
    • Nebraska S Corporation
    • Nevada S Corporation
    • New Hampshire S Corporation
    • New Jersey S Corporation
    • New Mexico S Corporation
    • New York S Corporation
    • North Carolina S Corporation
    • North Dakota S Corporation
    • Ohio S Corporation
    • Oklahoma S Corporation
    • Oregon S Corporation
    • Pennsylvania S Corporation
    • Rhode Island S Corporation
    • South Carolina S Corporation
    • South Dakota S Corporation
    • Tennessee S Corporation
    • Texas S Corporation
    • Utah S Corporation
    • Vermont S Corporation
    • Virginia S Corporation
    • Washington S Corporation
    • West Virgina S Corporation
    • Wisconsin S Corporation
    • Wyoming S Corporation
  • Contact Nelson CPA

Stephen Nelson CPA

Backdoor Roth IRAs Really a Smart Idea?

April 2, 2024 By Stephen Nelson CPA

Roth-IRA style accounts won't save most people taxes. Sorry.

Maybe the last ten individual tax returns I’ve signed? They all included a backdoor Roth IRA. That got me thinking: How much tax do you really save … [Read more...] about Backdoor Roth IRAs Really a Smart Idea?

Filed Under: personal finance, retirement

Estimating Investment Portfolio Returns and Values

March 1, 2024 By Stephen Nelson CPA

Investment portfolio returns can't be predicted with a crystal ball.

Over the last few months, I've encountered investors, advisors and even some financial writers struggling to make or suggest good estimates of future … [Read more...] about Estimating Investment Portfolio Returns and Values

Filed Under: investment, personal finance, retirement

Monte Carlo Safe Withdrawal Rates for Low Expected Returns

February 1, 2024 By Stephen Nelson CPA

Monte Carlo simulation safe withdrawal rates solve a tricky planning problem.

I read Antti Ilmanen’s book recently, “Investing Amid Low Expected Returns.” Ilmanen, like many other observers, expects low real returns from stocks, … [Read more...] about Monte Carlo Safe Withdrawal Rates for Low Expected Returns

Filed Under: personal finance, Red Portfolio Black Portfolio, retirement

BOI reports and Your Small Business

December 28, 2023 By Stephen Nelson CPA

The corporation transparency act requires small businesses to file a BOI report.

You’ll soon need to file a Beneficial Ownership Information report, or BOI report, about your small business corporation or LLC with the U.S. … [Read more...] about BOI reports and Your Small Business

Filed Under: business taxes, management, New business

Monte Carlo Simulations Show How Bonds Dampen Investment Risk

December 13, 2023 By Stephen Nelson CPA

Use Monte Carlo simulations to highlight benefits of adding bonds

Figuring out how much bonds dampen investment risk? Sometimes tricky. You hear people offer bromides. Like "bonds provide ballast." Or "bonds … [Read more...] about Monte Carlo Simulations Show How Bonds Dampen Investment Risk

Filed Under: investment, personal finance, Red Portfolio Black Portfolio

A CPA Explains Moore v. United States

December 4, 2023 By Stephen Nelson CPA

The Moore v. United States tax law case impacts small businesses and entrepreneurs more than most people understand.

I want to talk about the Moore v. United States tax case. The U.S. Supreme Court hears oral arguments this week. And to date, the media coverage of … [Read more...] about A CPA Explains Moore v. United States

Filed Under: foreign tax issues, GILTI

Wealth Building Insights from Latest Federal Reserve Study

November 1, 2023 By Stephen Nelson CPA

Federal Reserve study suggests two wealth building insights

The Federal Reserve's newest Survey of Consumer Finances provides at least a couple of big, actionable, wealth building insights. Ironically, much … [Read more...] about Wealth Building Insights from Latest Federal Reserve Study

Filed Under: entrepreneurship, personal finance

If You Got Conned in ERC Scam

October 20, 2023 By Stephen Nelson CPA

If you got caught in an ERC scam, take these steps to reduce the damage

You wondered at the time whether it was a scam, right? And now you regularly see news reports about ERC scams. Employee retention credit scams, that … [Read more...] about If You Got Conned in ERC Scam

Filed Under: business taxes, employee retention credit, New business

Why Bonds Matter for Your Portfolio

August 21, 2023 By Stephen Nelson CPA

Bonds matter to portfolios when investors want to minimize downside risks

A couple of times recently, I’ve encountered people who argue you or I should not invest any part of a portfolio in bonds. Or who argue only a small … [Read more...] about Why Bonds Matter for Your Portfolio

Filed Under: investment, personal finance, retirement

Grouping Activities to Achieve Material Participation

August 7, 2023 By Stephen Nelson CPA

Grouping activities may lead to material participation

This week, a quick discussion of grouping activities as backdoor way to materially participate. But first a bit of background about what material … [Read more...] about Grouping Activities to Achieve Material Participation

Filed Under: business taxes, individual income taxes, real estate

  • « Go to Previous Page
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Interim pages omitted …
  • Page 35
  • Go to Next Page »

Primary Sidebar

Welcome

Nelson CPA publishes this blog to help and encourage small business owners. Click here to learn more about our firm.

S corporation Tools

Use our S corporation tax savings calculator to make a quick estimate of the annual tax savings per owner.

Use our S corporation reasonable compensation calculator to estimate appropriate shareholder-employee salaries.

Featured Posts

Use our free Washington state estate tax calculator to estimate estate taxes.

Washington State Estate Tax Calculator (2025 Version)

A new estate tax law passed by the Senate in April of 2025, and currently being considered by the House, taxes estates in excess of $3,000,000 at … [Read More...] about Washington State Estate Tax Calculator (2025 Version)

Nate Silver On The Edge provides great risk management insights for entrepreneurs

Nate Silver On the Edge: Actionable Insights for Entrepreneurs

I read Nate Silver’s On the Edge on a recent trip to the California desert. The book isn’t really about entrepreneurship or small business ownership … [Read More...] about Nate Silver On the Edge: Actionable Insights for Entrepreneurs

Deep work tax deductions might mean you work someplace isolated and without distraction.

Deep Work Tax Deductions

On a recent vacation, I read Cal Newport’s book, “Deep Work.” Which got me thinking about tax deductions for deep work. Newport’s ideas have great … [Read More...] about Deep Work Tax Deductions

International tax issues?

Preparing US tax returns for international taxpayers

Maximize S corporation tax savings

Setting Low S Corporation Salaries

Updated for 2019 tax year changes and now available in print from Amazon!!

Maximizing Sec. 199A Deductions

Free retirement planning help

Picture of Thirteen Word Retirement Plan book

Need to help clients with their PPP loan forgiveness applications?

Recent Comments

  • Small Business ChatGPT Tips and Tricks - Evergreen Small Business on Using ChatGPT in a Small Business
  • Merton Share Estimator - Evergreen Small Business on Super Safe Withdrawal Rate Calculator
  • Super Safe Withdrawal Rate Calculator - Evergreen Small Business on Merton Share Estimator
  • barry on How to Get Extra Year Section 199A Deductions
  • How to Get Extra Year Section 199A Deductions - Evergreen Small Business on Section 199A(i) Fiscal Year Change Extends Deduction

Archives

Copyright © 2025 Stephen L. Nelson, Inc. · News Pro On Genesis Framework · WordPress