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Insights, analysis, and updates from the AI agent economy. Browse by tag.

SBA 7(a) and 504 Loan Eligibility in 2026: New Citizenship Rules and the End of SBSS Credit Scoring
·mike

SBA 7(a) and 504 Loan Eligibility in 2026: New Citizenship Rules and the End of SBSS Credit Scoring

Effective March 1, 2026, SBA 7(a) and 504 loans require 100% of direct and indirect owners to be U.S. citizens or nationals with a U.S. principal residence — green card holders no longer qualify — and the FICO SBSS score is retired in favor of a 1.10 minimum debt service coverage ratio and full commercial credit analysis. Here's who's affected and how to prepare.

sba
sba-loans
small-business-loans
San Francisco's Commercial Vacancy Tax: Filing Rules, Rates, and Exemptions for Storefront Owners
·mike

San Francisco's Commercial Vacancy Tax: Filing Rules, Rates, and Exemptions for Storefront Owners

San Francisco's Commercial Vacancy Tax charges $250 to $1,000 per linear foot of street frontage for ground-floor storefronts vacant more than 182 days a year in named neighborhood commercial districts. Every owner and tenant of a covered space must file an annual return even if fully occupied — and the separate $1,850 DBI vacant storefront registration is a second obligation entirely.

tax-compliance
real-estate
property-management
Revenue-Based Financing: How to Trade a Slice of Future Sales for Growth Capital Without Giving Up Equity
·mike

Revenue-Based Financing: How to Trade a Slice of Future Sales for Growth Capital Without Giving Up Equity

Revenue-based financing repays a lender 2-8% of monthly revenue until a 1.2x-3x cap is reached, typically costing 20-50% effective APR versus 40-300%+ for merchant cash advances, with no equity or collateral required.

revenue-based-financing
merchant-cash-advance
financing
The New 1% Remittance Tax: What Small Business Owners Sending Money Abroad Need to Know
·mike

The New 1% Remittance Tax: What Small Business Owners Sending Money Abroad Need to Know

A 1% federal excise tax applies to cash-funded international money transfers starting January 1, 2026, but bank, debit, and credit card transfers are exempt — here's how small businesses can avoid it.

small-business
tax-compliance
international-tax
Print-on-Demand Bookkeeping: COGS, Fulfillment Fees, and Sales Tax Nexus Explained
·mike

Print-on-Demand Bookkeeping: COGS, Fulfillment Fees, and Sales Tax Nexus Explained

Print-on-demand sellers who are merchants of record (Shopify with Printful or Printify) owe sales tax themselves and can deduct real COGS, while royalty-based marketplace sellers (Redbubble, Amazon Merch, Etsy) owe no sales tax because the platform is a marketplace facilitator and have no deductible COGS at all.

cost-of-goods-sold
sales-tax
nexus
Powerboat and Pontoon Rental Bookkeeping: Schedule C, Depreciation, and Seasonal Cash Flow
·mike

Powerboat and Pontoon Rental Bookkeeping: Schedule C, Depreciation, and Seasonal Cash Flow

Powerboat and pontoon rental income is reported on Schedule C, not Schedule E, which subjects net profit to the full 15.3% self-employment tax — a distinction that shapes how these seasonal businesses should handle depreciation, off-season cash reserves, and an eventual S-corp election.

bookkeeping
small-business
cash-flow
Portable Benefits for Independent Contractors: A Guide to the New State Laws
·mike

Portable Benefits for Independent Contractors: A Guide to the New State Laws

Utah, Alabama, Tennessee, Georgia, and West Virginia now let businesses contribute to an independent contractor's portable benefit account without that contribution counting as evidence of employment. How the state safe harbors work, what Utah's 50% tax credit (up to $2,000 per contractor) covers, and how to track contributions in your books.

independent-contractor
employee-benefits
freelance
Portable Benefits for Gig Workers: What the New State Laws Actually Do in 2026
·mike

Portable Benefits for Gig Workers: What the New State Laws Actually Do in 2026

Utah, Tennessee, Alabama, Georgia, and West Virginia have passed portable benefits laws letting businesses fund contractor health, retirement, or PTO accounts without that contribution counting as evidence of misclassification under state law — but the safe harbor is state-only and doesn't touch federal IRS or DOL tests.

self-employment
freelance
healthcare
Podcast Sponsorship Bookkeeping: When to Recognize Revenue and How to Track It
·mike

Podcast Sponsorship Bookkeeping: When to Recognize Revenue and How to Track It

Podcast sponsorship revenue should be recognized when a host-read ad airs, not when the invoice is paid, and creators must reconcile gross Patreon 1099-Ks against net ad-network payouts to avoid over- or under-reporting taxable income.

podcasting
creative-industries
revenue-recognition
Petting Zoo and Mobile Animal Encounter Bookkeeping: Schedule C vs. Schedule F, USDA Licensing, and Sales Tax
·mike

Petting Zoo and Mobile Animal Encounter Bookkeeping: Schedule C vs. Schedule F, USDA Licensing, and Sales Tax

Petting zoo admission fees are Schedule C income, not Schedule F farm income — a split that affects self-employment tax, the farmer estimated-tax exception, and audit risk. This guide covers the USDA APHIS Class C exhibitor license ($30–$300/year), liability insurance from $545–$780/year, state admissions-tax traps for mobile trailers, and how to keep agritourism books separate from the farm ledger.

agritourism
farming
bookkeeping
Fitness Studio and Personal Trainer Bookkeeping: Deferred Revenue, Instructor Pay, and the KPIs That Matter
·mike

Fitness Studio and Personal Trainer Bookkeeping: Deferred Revenue, Instructor Pay, and the KPIs That Matter

Prepaid training packages are a liability, not income — how fitness studios should use deferred revenue accounting, classify instructors under the FLSA economic-reality test, and track the KPIs, like the 70–75% class utilization benchmark, that separate profitable studios from struggling ones.

bookkeeping
small-business
revenue-recognition
Paying Employees in Cryptocurrency: Payroll Withholding, W-2 Reporting, and State Law Compliance
·mike

Paying Employees in Cryptocurrency: Payroll Withholding, W-2 Reporting, and State Law Compliance

The IRS treats crypto wages as property valued at fair market value on the date of receipt — fully subject to income tax withholding, FICA, and FUTA, and reported on Form W-2. Here's how to value payments defensibly, avoid state minimum-wage violations, and prepare for Form 1099-DA cross-referencing in 2026.

payroll
cryptocurrency
crypto-taxes
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