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Browsing all posts: Page 1 of 32

Who has to pay the NYC unincorporated business tax?
September 2, 2026Tax Strategy & Planning8 min read

Who has to pay the NYC unincorporated business tax?

Filing and paying are two separate tests on two different numbers. You can be required to file the UBT and owe nothing at all. What each test measures.

What is the tax rate for an LLC in NYC?
September 2, 2026Tax Strategy & Planning9 min read

What is the tax rate for an LLC in NYC?

The New York LLC filing fee is charged on gross income from last year, not on profit. A loss making LLC still pays it. What Form IT-204-LL asks for.

Which New York City business taxes apply to you?
September 2, 2026Tax Strategy & Planning8 min read

Which New York City business taxes apply to you?

New York City businesses face several taxes, and which reach you depends on how you are organized, where you rent, and what you sell. Sorted in one table.

What is a cost segregation study?
September 1, 2026Tax Strategy & Planning10 min read

What is a cost segregation study?

For real estate investors, business owners, and property developers, taxes are often the biggest expense—and also the biggest opportunity. A cost segregation study is one of the most powerful (and IRS-approved) tools for accelerating depreciation and unlocking substantial tax savings. But is it right for you?

What is Double Trigger RSUs?
September 1, 2026Tax Strategy & Planning9 min read

What is Double Trigger RSUs?

How double trigger RSUs work in a private company. Why nothing is taxed at vesting, and why the tax bill at IPO is larger than most people plan for.

The four phases of an ESPP, and what each one means
September 1, 2026Taxes8 min read

The four phases of an ESPP, and what each one means

An employee stock purchase plan is taxed at sale, not at purchase. A New York CPA on the two clocks, and the basis adjustment brokers leave out.

Does how you file affect how fast your refund arrives?
September 1, 2026Tax Strategy & Planning9 min read

Does how you file affect how fast your refund arrives?

A New York CPA on refund processing times. What actually speeds a refund up, what makes no difference, and when to start worrying about it.

Estate and gift taxes for New York residents
September 1, 2026Tax Strategy & Planning8 min read

Estate and gift taxes for New York residents

Estate and gift taxes in New York explained. Why federal planning alone leaves families exposed, and what the state does entirely differently.

Is there an international CPA designation?
September 1, 2026Tax Strategy & Planning6 min read

Is there an international CPA designation?

An International CPA must be a Certified Public Accountant and also possess qualifications in international tax and/or global accounting. This CPA credential, however, is U.S.-based. Accountants that work in more than one country may hold additional international designations depending on the countries and services in which they operate. This type of professional is a specialist in global compliance, cross border tax planning, and accounting for multiple countries.

tax rates
August 31, 2026Tax Strategy & Planning8 min read

What to consider beyond the headline state tax rate

In 2025, New York continues its progressive tax system with nine state brackets ranging from 4% to 10.9%, while NYC residents pay an additional local tax of 3.078% to 3.876%. Under the One Big Beautiful Bill Act (OBBBA) passed in July 2025, New York has adopted rolling federal conformity, meaning many local deductions will automatically align with new federal standards to simplify filing for city taxpayers.

When is the last day to send in federal income tax forms?
August 31, 2026Tax Strategy & Planning7 min read

When is the Last Day You Can Send in Federal Income Tax Forms?

A New York CPA on federal tax deadlines: the dates that matter, what an extension actually buys you, and what happens if you do miss one.

PTET Returns
August 31, 2026Tax Strategy & Planning8 min read

Amending a New York pass through entity tax return

A New York CPA on PTET amendments: the entity return, the owner credits, and the federal deduction that depends on both of them being right.