How to Automate Your Accounting in QuickBooks Online
Link accounts, build smart rules, fix feed errors, and integrate with Bill.com, Gusto, and Expensify to create a nearly hands-off accounting system.
Insights
Ideas, frameworks, and guidance for building modern finance and accounting systems that save time and create clarity.
Understanding Loss Limitations on Individual Returns
The four layers—basis (§704(d)/§1366(d)), at-risk (§465), passive activity (§469), and excess business loss (§461(l))—and how they interact.
Partnership Basis Step-Ups & Step-Downs: §§743, 734, and 754
When and how to use §743(b) and §734(b) with a §754 election, how §755 allocates the adjustment, and when to bring in a pro.
Accounting · Automation · Strategy
Basics of §§167/168, when to capitalize under the TPR, cost seg benefits/drawbacks, state bonus addbacks, and late cost segs via §481(a).
In-Kind Partnership & Real Estate Transactions and the Disguised Sale Rules
How §§721, 731, and 707 interact, what triggers disguised sale recharacterization, and how to structure deals to avoid immediate gain recognition.