• 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
    • Maximizing PPP Loan Forgiveness
    • Preparing U.S. Tax Returns for International Taxpayers
    • Maximizing Sec. 199A Deductions Monograph
    • Setting Low Salaries for S Corporations
    • Small Business Tax Deduction Secrets
    • Real Estate Tax Loopholes & Secrets
    • Preparing Form 3115 for the Tangible Property Regulations
    • Small Businesses and the Affordable Care Act (Obamacare)
    • Five Minute Payroll Monograph (2019 Edition)
    • Download Your Free Copy of the Thirteen Word Retirement Plan
    • Business Planning Workbook
    • Sample Corporate Bylaws
    • LLC Operating Agreement
    • 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

personal finance

Small Business Survival Guide to Corona Virus Crisis

March 23, 2020 By Stephen Nelson CPA

small business corona virus crisis: surviving the storm

A blog reader reached out last week, suggesting I offer up some advice to small business owners. She pointed out the print books I’ve written (like … [Read more...] about Small Business Survival Guide to Corona Virus Crisis

Filed Under: management, personal finance, retirement, Strategy

Delay Social Security Benefits to Bump Safe Spending Rate

February 24, 2020 By Stephen Nelson CPA

Picture for delay Social Security to bump safe withdrawal rate blog post

You maybe know this already. But if your retirement plan combines income from IRAs and 401(k) accounts with Social Security benefits, you can probably … [Read more...] about Delay Social Security Benefits to Bump Safe Spending Rate

Filed Under: personal finance, retirement

Planning for the Warren Wealth Taxes

November 8, 2019 By Stephen Nelson CPA

Planning for Warren wealth tax a balancing act

Normally, we don’t blog about proposed tax legislation. Especially something like Elizabeth Warren’s wealth tax proposals. She hasn’t even won her … [Read more...] about Planning for the Warren Wealth Taxes

Filed Under: individual income taxes, investment, personal finance, wealth tax

Cancelling Life Insurance: Three Rules for Pulling Plug

October 6, 2019 By Stephen Nelson CPA

A nearly $5,000  invoice from a life insurance company sits on my desk. But I haven’t paid it yet. Because I'm considering cancelling the policy. … [Read more...] about Cancelling Life Insurance: Three Rules for Pulling Plug

Filed Under: personal finance

Small Business Succession Planning Secrets

September 2, 2019 By Stephen Nelson CPA

I spent last weekend in eastern Montana with a handful of third and fourth generation farmers and ranchers, relatives of my wife. Truly beautiful … [Read more...] about Small Business Succession Planning Secrets

Filed Under: management, personal finance, Strategy

Are Houses Investments?

August 5, 2019 By Stephen Nelson CPA

Couple standing with real estate agent selling them a home

I got into a friendly argument with another financial writer recently. I said houses count as investments. He said houses didn’t count. We chatted … [Read more...] about Are Houses Investments?

Filed Under: personal finance, real estate

A Dozen Reasons for Direct Real Estate Investment

July 8, 2019 By Stephen Nelson CPA

Okay, I am not a direct real estate investment fanatic. Absolutely not. Further, I get that direct real estate investment burdens investors with … [Read more...] about A Dozen Reasons for Direct Real Estate Investment

Filed Under: investment, personal finance, real estate

What Lifetime Earnings Data Says About College Majors and Graduate Degrees

June 24, 2019 By Stephen Nelson CPA

In a few weeks, students will start or return to college and register for classes. Given this, I thought it’d be a good time to follow-up on last … [Read more...] about What Lifetime Earnings Data Says About College Majors and Graduate Degrees

Filed Under: personal finance

Rate of Return of Everything Line Charts

June 24, 2019 By Stephen Nelson CPA

About a year and a half ago, a group of researchers published a study that summarized rates of return on equities, housing and bonds for 16 countries … [Read more...] about Rate of Return of Everything Line Charts

Filed Under: investment, personal finance

Lifetime Earnings Top One Percent Surprise

May 15, 2019 By Stephen Nelson CPA

I encountered some pretty interesting data recently. The lifetime earnings of the top one percent, top five percent and top ten percent. A surprise … [Read more...] about Lifetime Earnings Top One Percent Surprise

Filed Under: investment, personal finance, retirement, Strategy

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 12
  • Go to Next Page »

Primary Sidebar

Welcome

Nelson CPA publishes this blog to help and encourage small business owners. Click here or call 425-881-7350 to discuss working together. P.S. We work with entrepreneurs from all over the country.

Need to help clients with their PPP loan forgiveness applications?

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

Maximizing Sec. 199A Deductions

International tax issues?

Preparing US tax returns for international taxpayers

Maximize S corporation tax savings

Setting Low S Corporation Salaries

Free retirement planning help

Picture of Thirteen Word Retirement Plan book

Search

Featured Posts

ERC and PPP Affiliation Rules May Make Acquisitions More Attractive

Editor's Note: Daniel Chodan, a tax partner with the Trout CPA firm in Pennsylvania, wrote the article that appears below. If you follow Dan on … [Read More...] about ERC and PPP Affiliation Rules May Make Acquisitions More Attractive

second draw PPP loan revenue reduction calculation art

Calculating Revenue Reductions for Second Draw PPP Loans

As you probably know if you’re reading this, small businesses suffering from 25 percent or bigger revenue reductions may receive a second draw PPP … [Read More...] about Calculating Revenue Reductions for Second Draw PPP Loans

The PPP Tax Trap

Okay, sorry, but I’m worried you might stumble into a PPP tax trap. The good news here? You may be able to avoid the trap. But the bad news? You … [Read More...] about The PPP Tax Trap

Recent Comments

  • Stephen Nelson CPA on Calculating Revenue Reductions for Second Draw PPP Loans
  • Stephen Nelson CPA on Calculating Revenue Reductions for Second Draw PPP Loans
  • Stephen Nelson CPA on Calculating Revenue Reductions for Second Draw PPP Loans
  • Stephen Nelson CPA on Calculating Revenue Reductions for Second Draw PPP Loans
  • Stephen Nelson CPA on Calculating Revenue Reductions for Second Draw PPP Loans

Archives

Copyright © 2021 Stephen L. Nelson, Inc. · News Pro On Genesis Framework · WordPress