Blog

Practical notes on credits, tax planning, and startup funding.

Read updates on R&D credit documentation, Section 174 capitalization, funding options, and planning topics that matter to early-stage teams.

Structured R&D credit documentation dashboard

What CPAs Should Prepare Based on 2024 Proposed Changes to Form 6765

A practical look at proposed Form 6765 changes and what return-preparing CPAs should prepare before claiming R&D credits.

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Tax planning team reviewing financial documentation

How to Minimize Tax Impact From Section 174 Capitalization

Recent tax changes affect how businesses handle R&D expenses, especially when Section 174 capitalization applies.

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Startup finance planning workspace

A Boom for Startups in California: Leveraging the SSBCI Loan Program

The SSBCI loan program can help California startups pursue growth funding while managing founder risk.

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