Pathfinding Consultants

When you sell an investment, a property, or another capital asset for more than you paid for it, the profit is called a capital gain. The IRS taxes capital gains differently depending on how long you held the asset before selling. Understanding whether your gain is short-term or long-term and which rate applies can make a significant difference in what you owe. These figures apply to assets sold during calendar year 2026. Returns are filed in early 2027. Source: IRS Topic No.

The IRS released its annual inflation adjustments for tax year 2026 in October 2025. These changes reflect amendments from the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, which made most Tax Cuts and Jobs Act provisions permanent and introduced several new benefits for taxpayers. The same seven tax rates apply as in 2025 — 10%, 12%, 22%, 24%, 32%, 35%, and 37% but income thresholds have been adjusted upward by an average of 2.7% to prevent bracket cre

Imagine this: you’ve worked tirelessly to build your business, and you’re finally ready to sell. After years of dedication, you expect a healthy return. But then, during due diligence, the buyer’s accountant begins scrutinizing your tax liabilities, and suddenly, your business valuation drops. This situation is more common than many business owners realize. Tax liabilities are not just numbers on a ledger; they can significantly impact the perceived value of your company. Un

Restructuring your business entity before a fundraising round or sale can significantly reduce taxes and boost net returns. The right structure, LLC, C-Corporation, or partnership, affects how profits are taxed and how attractive your company is to investors or buyers. Many founders overlook this step and lose value to unnecessary taxes. Planning early with tax advisors helps choose the optimal entity, qualify for QSBS benefits, and time the transition effectively. In short,

Business acquisitions can be lucrative, but beneath the surface of every deal lies a complex web of potential tax pitfalls. These hidden tax liabilities often catch buyers off guard, turning what seemed like a promising investment into a costly headache. Understanding these risks and knowing how to navigate them is crucial for anyone involved in mergers and acquisitions (M&A) . Tax liabilities don’t always appear in the obvious places. They can be buried in past financial s

In the fast-evolving world of technology, mergers and acquisitions (M&A) have become a strategic tool for growth, innovation, and market expansion. For SaaS founders and investors, understanding the intricacies of tax due diligence is critical to ensuring that deals are structured optimally and risks are minimized. Tax issues can significantly impact the valuation, timing, and ultimate success of tech acquisitions. This guide explores the essentials of tax due diligence in t

The construction industry runs on tight budgets and complex projects, making smart bookkeeping and tax planning essential for success....

For business owners, understanding the nuances of capital gains tax (CGT) is essential to making informed decisions about selling assets,...

For entrepreneurs who have reached high-income levels, tax planning is not just a yearly chore it’s a critical component of financial...

Businesses can use retirement plans such as 401(k), SEP IRA, or Defined Benefit Plans to reduce taxable income and save thousands in...

Starting a new business comes with both opportunities and financial responsibilities — and one of the most important is managing taxes...

Reducing taxable income is a key goal for individuals and businesses, helping minimize tax liabilities while staying compliant with the...

Progressive and regressive taxes are two key tax systems that affect how individuals and businesses pay taxes. Progressive taxes increase...

Income tax is a tax on the money earned by individuals or businesses each year. Most systems are progressive, meaning higher income is...

An IRS audit reviews your tax return to verify accuracy. To prepare, gather past tax returns, bank and credit card statements, receipts,...

Small businesses often lose thousands of dollars to avoidable tax mistakes. The most common errors include: Mixing personal and business...

As the calendar year winds down, small business owners face a critical window of opportunity to optimize their tax situation. Year-end...

Payroll taxes are mandatory taxes that employers withhold and remit on behalf of employees. They fund Social Security, Medicare,...

As an entrepreneur, managing your taxes can be challenging. Quarterly estimated taxes, a complete guide for entrepreneurs, are payments...

Key Takeaways Tax credits directly reduce the amount of tax owed, while tax deductions decrease taxable income, resulting in a lower tax...