Latest articles
How Coffee Can Help You With Taxes
Coffee will not fix bad bookkeeping, but it can support the habits that keep tax problems from getting expensive. Better records, better meetings, and better decisions usually start before the return is filed.
The Nuance of Non-Compete Agreements in Oklahoma
Oklahoma is not friendly terrain for broad non-compete agreements, but that does not mean every restriction is dead on arrival. Employers and employees both get in trouble when they confuse broad assumptions with the actual limits of Oklahoma law.
Recent 1031 Exchange Changes and What You Need to Watch Out For
Section 1031 still offers powerful tax deferral, but the useful mistakes are getting more expensive. Investors need to understand current limits, timing pressure, basis problems, related-party risks, and the compliance traps that keep turning good exchanges into bad tax outcomes.
HB 2764 Is Live. Here's What Oklahoma Business Owners Are Getting Wrong About the New Tax Brackets.
Oklahoma's top income tax rate dropped to 4.5% and six brackets collapsed into three. Most of my clients think this is simple good news. It's not — it's a planning event with a ticking clock.
The IRS Is Using AI to Pick Audit Targets. Oklahoma Business Owners Should Be Paying Attention.
The IRS reported 101 active AI projects as of April 2025. Machine learning is now integrated into return selection. If you think audits are random, you're five years behind.
LLC vs. S-Corp in Oklahoma: The 2026 Math After the QBI Deduction Went Permanent
The One Big Beautiful Bill Act made the QBI deduction permanent and bumped it from 20% to 23%. If you're still operating as a default LLC, you're overpaying. Let me show you the numbers.
Everything You Need to Know About Oklahoma Liquor Licensing in 2026. And Several Things the ABLE Commission Won't Tell You.
The ABLE Commission moved to an all-digital application system, revised its fee structure, and is enforcing deadlines with new rigor. If you're opening a bar, restaurant, or liquor store in Oklahoma, read this before you file anything.
You Got an IRS CP2000 Notice. Don't Panic. But Don't Ignore It Either.
The CP2000 isn't technically an audit. It's worse — it's the IRS telling you they already calculated what you owe. And in my experience, their math is wrong about half the time.
Oklahoma Sales Tax Nexus: If You're Selling Into Oklahoma and Not Collecting, the OTC Already Knows.
Post-Wayfair, Oklahoma has economic nexus thresholds that catch remote sellers. The Oklahoma Tax Commission is actively cross-referencing marketplace data with state filings. Here's what you need to know.
Offer in Compromise vs. Installment Agreement: A Decision Framework for Oklahoma Taxpayers Who Owe the IRS
Most taxpayers who think they qualify for an Offer in Compromise don't. But most taxpayers who think they can only get an installment agreement have more options than they realize. Here's how to decide.