Qualified Small Business Stock Section 1202 Guide
A guide to the Section 1202 gain-exclusion rules for qualified small business stock, covering the gross-asset threshold, five-year holding period, and issuance-date documentation.
Real Estate Professional Status and Material Participation
A practical overview of the real estate professional status and material participation rules that determine whether rental losses can offset non-passive income.
Family Investment Structures and Tax Governance
A practical overview of family investment structures and tax governance — covering entity structure, timing, documentation, and coordination with outside advisers — from Dohan CPA.
Evaluating a Qualified Opportunity Fund Investment
A practical overview of evaluating a Qualified Opportunity Fund investment — including the 2026 inclusion timing, documentation, and coordination with outside advisers — from Dohan CPA.
Family Office Tax Planning
A practical overview of proactive family office tax planning — covering entity structure, timing, documentation, and coordination with outside advisers — from Dohan CPA.
Cost Segregation Study Guide
A practical overview of cost segregation studies — covering methodology, depreciation implications, documentation, and coordination with outside advisers — from Dohan CPA.
Tax Planning for Medical Practices
A practical overview of proactive tax planning for medical practices and physicians — covering entity structure, timing, documentation, and coordination with outside advisers — from Dohan CPA.
Section 1031 Exchange Guide
A practical guide to Section 1031 like-kind exchanges, covering critical identification and closing deadlines, documentation, and coordination with a qualified intermediary.
Cost Segregation FAQs and Common Mistakes
A practical FAQ-driven look at cost segregation studies, common mistakes, documentation, and coordination with outside advisers — from Dohan CPA.
High-Net-Worth Family Tax Planning
A multi-year tax planning framework for high-net-worth families, covering entity structure, income and deduction timing, documentation, and coordination with outside advisers.