Tax Planning & Deadlines
Year-End Tax Planning for Business Clients: The Firm Playbook
A firm playbook for year-end tax planning for business clients: depreciation, PTET, accruals, and the moves that require year-end action.
Andrew Sedlacek, CPA
Subject Matter Expert - Tax
Andrew began his accounting career at a local firm in Bend, OR, moving his way up to Deloitte's tax team in Guam before founding OGCPA in 2019. He previously served as founding CPA at a leading AI tax startup in San Francisco. Today he also serves as the tax subject matter expert for Marble working directly with the Product and Engineering team.
AI Adoption
Accounting and Artificial Intelligence: What to Delegate, What to Review, What to Keep
A task-by-task framework for accounting and artificial intelligence: what AI can draft, what a reviewer must verify, and what stays with the professional.
Practice Management
CAS Pricing and Engagement Classification Under SSARS 27
CAS pricing models compared, what the 2024 benchmark data shows, and how SSARS 27 changes engagement classification for advisory work.
Firm Operations
Running a CAS Practice: Staffing, Cadence and Technology
How to staff and run a CAS practice: team structure, the monthly operating cadence, and the technology and AI stack that keep the close on time.
Practice Management
What Is a CAS Firm? Client Advisory Services Explained
What a CAS firm does, how client advisory services are scoped, and where the service line starts and stops. Written by a practicing CPA.
IRS Forms & Reporting
Capital Loss Carryback for Corporations: Rules, Form 1139, and Deadlines
How the capital loss carryback for corporations works: 3 years back, 5 forward, the no-NOL limit, and whether to file Form 1139 or Form 1120-X.