Tax Archives - Mize CPAs Inc.

Getting more from every dollar: pre-tax arbitrage for business owners

Oct 1, 2025
Tax

Unlock the power of pre-tax spending to optimize your financial strategy and significantly reduce tax burdens. Discover how strategic spending can transform everyday expenses into effective wealth-building tools through educational assistance programs, healthcare accounts, and charitable giving policies. Learn how high-earning individuals and businesses can deploy these tactics to preserve more income and enhance future growth.

Inflation-adjusted tax provisions: 2026 updates

Oct 29, 2025
Tax

Every year, the government adjusts certain tax thresholds and deductions for inflation. These changes can have a significant impact on how individuals and businesses plan their finances. For the 2026 tax year, a host of new inflation-adjusted figures have been…

Illustration Showing Global Digital Transactions, Tax Compliance, And Online Payment Processing, Representing Marketplace Facilitator Responsibilities Managed By Mize CPAs.

Understanding Marketplace Facilitators and Taxes

Oct 16, 2025
Best practices for small businesses, Restaurants, Tax

What are “Marketplace Facilitators”? More and more, the way in which we purchase goods and services has moved from physical brick-and-mortar shopping to a digital experience. At the heart of this e-commerce revolution is the “marketplace facilitator” – a company…

Final regulations released on increased catch-up contributions under SECURE 2.0

Oct 1, 2025
Tax

The latest IRS final regulations under the SECURE 2.0 Act increase catch-up contribution limits for individuals aged 60 to 63 and require Roth contributions for higher-income earners. These changes aim to enhance retirement readiness but require plan administrators to navigate new operational complexities. Explore how these rules reshape retirement strategies and the paths to compliance.

Debt-financed distributions for pass-throughs: how they work and when they make sense

Sep 3, 2025
Tax

When a pass-through business takes out a loan at the entity level and immediately distributes the borrowed funds to its owners, this is considered a debt-financed distribution. This maneuver provides owners with immediate liquidity without triggering a current tax bill, as long as they have sufficient tax basis to cover the distribution.

An Image Of Form 2553 With A Pen, A Calendar, And $100 Bills.

You’ve filed an S election – now what? A practical compliance checklist for new S corps

Sep 3, 2025
Tax

Making the jump to S-corporation status probably wasn't an impulse decision; you looked at your books, saw profits piling up well beyond the salary you pay yourself, and decided it was time to stop paying self-employment tax on every extra dollar. However, the S election is more than just a single signature on Form 2553; it introduces a new set of rules.

Incentive units: how partnership-style equity can reward talent without a surprise tax bill

Aug 27, 2025
Tax

Non-public pass-through companies can't flash the same liquid stock options that publicly traded C-corporations deploy, but a profits interest solves the problem by letting newcomers participate only in growth that occurs after the grant date - with no immediate tax bill for either party. Learn more in our article.

Affordable Care Act Adjusted Amounts for 2026

Aug 21, 2025
Tax

Employers with 50 or more full-time equivalent employees are considered “applicable large employers” (ALEs) under the Affordable Care Act. ALEs must offer at least 95% of their full-time employees health insurance coverage that is both affordable and provides minimum essential…

A tax-focused walk-through of the One Big Beautiful Bill Act

Aug 1, 2025
Headlines, Tax

The One Big Beautiful Bill Act overhauls the tax code, locking in many 2017 cuts and unveiling new relief for workers, families, and businesses. Read our article for an overview of new rules created by the Act, in addition to extensions or enhancements of existing provisions.

Image Of A Box Trap Using Money As Bait.

Tax traps for real estate investors and how to avoid them

Jul 3, 2025
Tax

Uncover strategies to maximize benefits and minimize pitfalls, from understanding passive loss rules to mastering 1031 exchanges and differentiating repairs from capital improvements. Stay informed and effectively manage your investments amidst an ever-evolving tax landscape.