Insights
Insight and analysis from the Pease Bell team — on tax, audit, accounting, and the industries we serve.
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Asset Sale vs Stock Sale
Asset sale vs stock sale in M&A depends on whether your business is a C corp or S corp. Learn how entity type affects…
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How to Make a Distressed Acquisition Profitable
A distressed acquisition can yield strong returns when you find fixable problems, perform rigorous due diligence, and execute a turnaround plan.
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Donating Stock to Charity: Two Tax Benefits in One
Donating appreciated stock to charity lets you claim a fair market value tax deduction and avoid capital gains tax: two tax benefits from a…
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529 Plan Types: Prepaid Tuition vs. Savings Plan Compared
Compare 529 prepaid tuition plans and savings plans. Learn the key differences in costs, flexibility, and tax benefits to choose the right plan.
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Business Expense Deductions: Records the IRS Expects
Business expense deductions require proper documentation. Learn what records the IRS expects, how to substantiate deductions, and what happens when records are missing.
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Trader Tax Status: Investor vs. Trader Tax Differences
Trader tax status unlocks business deductions and ordinary loss treatment. Learn the IRS requirements and how to qualify.
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Are Frequent Flyer Miles Taxable? What the IRS Says
Frequent flyer miles are usually tax-free, but the IRS taxes miles earned from bank promotions, sweepstakes, and employer bonuses. Here’s how to tell the…
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Bunching Itemized Deductions: How to Save on Taxes
Bunching itemized deductions means concentrating expenses into a single tax year to exceed the standard deduction and maximize your tax savings.
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Spousal Health Care Coverage: Should Your Company Offer It?
Learn about spousal surcharges, carve-outs, and the working spouse rule to manage health plan costs without hurting employee retention.