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Tax & Accounting Insights
How to Set Up Your Finance, Payment, and Accounting Systems for Your Montana Business
Avoid costly mistakes and streamline your Montana business with the right finance, banking, and accounting systems. Learn how to set up secure processes that scale with your growth.
Six Tips To Keep Your 501(c)(3) Compliant with the IRS in Montana
Avoid losing your 501(c)(3) tax-exempt status with these simple, Montana-specific compliance steps. Learn how to stay in good standing with the IRS, Secretary of State, and more.
How to Use Retirement Plans to Pay Less Tax (Legally and Effectively)
Discover how to legally and effectively use retirement plans to slash your tax bill. Learn real strategies for W-2 employees, business owners, and high earners—from 401(k)s to Backdoor Roths and defined benefit plans.
What Happens When Distributions Exceed Basis in S Corporations and Partnerships
Discover what happens when distributions exceed basis in S corporations and partnerships. Learn how to avoid unexpected capital gains with proactive tax planning, accurate basis tracking, and year-end CPA strategies.
Accountable Plans for S Corps and Partnerships: Maximize Tax-Free Reimbursements in 2025
Learn how Accountable Plans work for S Corps and partnerships in 2025. Discover how to reimburse expenses tax-free, stay compliant, and reduce taxable income.
Entity Selection: How to Structure Your Business from Day One
Choosing the right business entity is more than a formality—it shapes your taxes, liability, and growth potential. Learn when to register, how to choose between LLCs, S Corps, and C Corps, and why your decision matters from day one.