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Firm Insights

Guides Written by Our Team

Original, in-depth guides from our CPA team on the questions our clients actually face. Each guide is available in English and 中文.

Cross-Border · Founder's Guide

Setting Up a U.S. Entity as a Foreign-Owned Company

Entity choice, Form 5472, EIN/ITIN, California registration, and the annual compliance stack.

Cross-Border · Compliance

FBAR & FATCA: Foreign Account Reporting

Thresholds, PFIC traps, penalty exposure, and the Streamlined Procedures path back to compliance.

Cross-Border · Advisory

U.S.–China Transfer Pricing Basics

Section 482, the methods small multinationals actually use, and documentation that protects you.

HNW · Planning

Year-End Tax Planning Checklist for HNW Families

Withholding gaps, harvesting, DAF bunching, Roth deadlines, trust distributions — with the California traps.

HNW & Business · Entity Strategy

Entity Structure Optimization: LLC vs. S-Corp vs. C-Corp

The decision framework we actually use — including the California costs online comparisons skip.

Advisory · Fractional CFO

When Does a Business Need a Fractional CFO?

Eight signals, what a good engagement delivers, and what it honestly costs.

Tool · Auto-Updating Daily

California Tax Deadline Calendar

IRS, FTB, CDTFA & EDD due dates sorted by what's next — with a free downloadable PDF.

Daily IRS Tax Updates

Resources on this page are built from official IRS.gov pages. The latest section refreshes once per day from IRS Newsroom, Tax Tips, Topics in the News, and IRS Guidance.

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