Insights

Tax Publications

Ghost Busting: Revitalizing Your Business with Asset Management

November 03, 2026.
Tax Publications

Businesses spend a substantial amount of time and money tracking their assets and ensuring asset ledgers are accurate. Improving the way your business manages fixed assets also means being aware of useful asset life, location/storage, and asset sales and disposal. Being mindful of these factors will lead to greater...

California Sales Tax on Digital Products: What’s Changing in 2027

October 07, 2026.
Tax Publications

Digital products are a common part of doing business, from software and SaaS to online technology solutions. Beginning January 1, 2027, California is changing how certain digital products are treated for sales and use tax purposes. Under Senate Bill 122, California's definition of tangible personal property will expand to include certain digital...

Drop Shipping Explained: A Beginner’s Guide to E-Commerce Success

September 02, 2026.
Tax Publications

As a company grows, managing every aspect of its operations can become increasingly challenging, especially when it comes to shipping. One way to ease this burden is by utilizing drop shipments. In a drop shipment transaction, a retailer or seller receives an order from a customer and forwards it to...

Can a Foreign Tax Registration Number Be Used on a U.S. Resale Certificate?

August 05, 2026.
Tax Publications

A resale certificate is a signed document that indicates that the purchaser intends to resell the goods, allowing the purchaser to buy products without paying sales tax. Resale certificates cannot be used for items that will be used or consumed by the purchaser in the normal course of business. Sellers...

Sales Tax Holiday 2026: Retail Therapy, But Make It Tax Free

June 30, 2026.
Tax Publications

What is a Sales Tax Holiday? A sales tax holiday is a limited-time event during which certain items are exempt from state and/or local sales tax. These holidays are typically implemented by governments to encourage spending during key periods — most commonly around the back-to-school season, severe weather preparedness...

Expanding your business into the U.S.? Here’s Your Crash Course to Getting Started

June 03, 2026.
Tax Publications

State tax authorities do not significantly distinguish between foreign and domestic out-of-state businesses. Instead, they focus on whether a business has taxable activity (“nexus”) within the state. Most state Departments of Revenue require any business—regardless of location—to register if nexus thresholds are met, typically...

Unclaimed and Reverse Unclaimed Property: Why Every Business Should Know Who They Owe and Who Owes Them

May 08, 2026.
Tax Publications

Unclaimed Property Unclaimed Property (also known as abandoned or escheat property) is exactly that – money or tangible assets that belong to an individual or business but are viewed as “abandoned” because there’s been no activity or contact by the holder for one year...

Getting Registered: The First Step to Sales & Use Tax Compliance

April 01, 2026.
Tax Publications

What are sales and use tax registrations? Sales and use tax registrations give a business the legal authority to collect and remit tax. Depending on the state, this registration may be called a sales tax permit, seller’s permit, or Certificate of Authority. Sales tax applies to taxable goods...

Excise Tax: The Hidden Cost You’re Paying on Gas, Alcohol, and Soda

March 04, 2026.
Tax Publications

Excise tax is an indirect tax imposed on specific goods, services, or activities — not on general sales like typical sales tax. It applies to products such as gasoline, alcohol, tobacco, soda, airline tickets, and insurance premiums. Unlike sales tax, which appears separately at checkout, excise tax is included in...

Property Tax Prep: 6 Must-Know Tips Before Filing Your Returns

February 17, 2026.
Tax Publications

When it comes to running a business, managing a multitude of taxes becomes an ongoing concern with each fiscal year. One of the year-long processes to consider is filing and paying your business personal property taxes. Business personal property tax is assessed on the assets owned and used by a...

Expansion Without Exposure: Controlling Multi-State Nexus Risk

January 07, 2026.
Tax Publications

As businesses expand across state lines—whether through remote sales, staffing, or digital commerce—they increasingly encounter the complexities of multi-state tax nexus. Nexus, the legal connection that obligates a business to collect and remit sales tax in a given state, can be triggered through both physical presence...

It’s 1099 Season – Are Your Records Ready?

December 03, 2025.
Tax Publications

Accurate vendor information is essential when filing Form 1099—but even small data errors, especially with Taxpayer Identification Numbers (TINs), can trigger IRS penalties, delayed filings, and costly administrative setbacks. Ensuring compliance isn’t just about collecting forms; it requires strategic oversight and consistent data management that many businesses...