by Noah Green CPA CFE | Oct 25, 2026 | Tax Return Filing
The short version If you haven’t filed tax returns, start by identifying the missing years, checking urgent notices, and gathering the records needed for an accurate return. You do not need to solve every year at once to begin. You do need a plan that...
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version The price in an offer is only the beginning of a business-sale tax calculation. What is being sold, how the price is allocated, which entity receives it, and when cash arrives can change both the character and timing of income. A seller note does not...
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version Donating appreciated shares can support a charity and change the tax result of a planned sale. The analysis has two separate questions: whether the donor remains taxable on the sale gain, and whether the gift produces an allowable charitable...
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version After a large financial event, the useful question is who will connect the transaction, tax payments, and return reporting throughout the year. A completed return is one deliverable. You may also need a documented analysis, a reserve calculation,...
by Noah Green CPA CFE | Oct 24, 2026 | Private Wealth Tax Planning
The short version If a payer, buyer, or adviser says you need a “tax determination letter,” first clarify what the document is supposed to establish and who must issue it. A written analysis from a tax adviser, a private letter ruling from the Internal...
