Tax Strategy

Tax strategy is about far more than reducing this year's tax bill.
These articles explore proactive planning, entity selection,
owner compensation, state tax considerations, and the decisions that help privately held businesses
operate more efficiently over the long term.

Tax Strategy Jelena Allen, CPA, CVA, CEPA Tax Strategy Jelena Allen, CPA, CVA, CEPA

Where Do You Owe Tax? Understanding Nexus in a Post-Wayfair World

Do you know where your business owes tax? In today’s post-Wayfair landscape, understanding nexus - the connection that triggers state tax obligations - is more important than ever. From physical presence to economic thresholds, affiliate relationships, and click-through referrals, states are expanding their reach. This article breaks down the types of nexus, what triggers them, and how pending federal legislation could reshape the rules again. Whether you sell online, offer remote services, or operate across state lines, this guide will help you stay informed and compliant.

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Tax decisions rarely exist in isolation.

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