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Stephen Nelson CPA

Does the Vanguard Personal Financial Plan Work for Small Business Owners?

November 26, 2014 By Stephen Nelson CPA

Picture of clipper sailing on Ocean.

A few days ago, Vanguard prepared a personal financial plan for me. I actually have a personal financial plan already—one prepared based on the … [Read more...] about Does the Vanguard Personal Financial Plan Work for Small Business Owners?

Filed Under: management, personal finance, Strategy

Stress Tests for Your Small Business

November 10, 2014 By Stephen Nelson CPA

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I did a think week last month and used much of the time to read several of the “second wave” books about the recent financial crisis, including former … [Read more...] about Stress Tests for Your Small Business

Filed Under: management, personal finance, Strategy

Washington State Employment Security Department: Computer System Meltdown?

October 16, 2014 By Stephen Nelson CPA

Picture of confused man sitting in front of computer that doesn't work.

If you’re a Washington state employer, you've probably noticed something this year: collection letters from Employment Security assessing small- to … [Read more...] about Washington State Employment Security Department: Computer System Meltdown?

Filed Under: business taxes, management

Does Price Discounting Work for Small Business?

October 6, 2014 By Stephen Nelson CPA

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  We experimented with a freemium through the first few months of the year, giving away free copies of some of our do-it-yourself … [Read more...] about Does Price Discounting Work for Small Business?

Filed Under: management, Strategy

Vacation Homes as Small Business Tax Shelters

September 22, 2014 By Stephen Nelson CPA

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  Recently, a handful of people have asked about this gambit where a small business owner turns a vacation home into a tax … [Read more...] about Vacation Homes as Small Business Tax Shelters

Filed Under: business taxes, personal finance

The Big Benefits of Entrepreneurial Longevity

September 15, 2014 By Stephen Nelson CPA

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Saturday night, a friend graciously treated my wife and me to the Crosby Stills & Nash concert at Chateau Ste. Michelle in Woodinville. The … [Read more...] about The Big Benefits of Entrepreneurial Longevity

Filed Under: management, personal finance

Five Questions Your Business Plan Must Answer

September 8, 2014 By Stephen Nelson CPA

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To follow up on the last couple of weeks of blog posts about strategy and common business formulas, I thought this week I’d talk about how to write a … [Read more...] about Five Questions Your Business Plan Must Answer

Filed Under: management, New business, Strategy

Six Common Formulas for Small Business Success

September 1, 2014 By Stephen Nelson CPA

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Professional business advisors like me hold all sorts of ideas about small business success formulas, or recipes. But can I share something that’s … [Read more...] about Six Common Formulas for Small Business Success

Filed Under: management, New business, Strategy

Setting a Strategy for Your Small Business

August 25, 2014 By Stephen Nelson CPA

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When starting any new business, but particularly when starting a new business in a competitive category, you need a clear notion of what your business … [Read more...] about Setting a Strategy for Your Small Business

Filed Under: management, Strategy

Primer on California S Corporation Taxation

August 18, 2014 By Stephen Nelson CPA

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You can get extremely detailed information about how California taxes both in-state and out-of-state S corporations from the California Franchise Tax … [Read more...] about Primer on California S Corporation Taxation

Filed Under: business taxes, management

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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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