The Journal

Advisory Insights

Precision tax strategies, wealth planning mechanics, and operational frameworks for high-performing coaching businesses.

Exits & Business Sales•August 5, 2026

Asset Sale vs. Stock Sale: When to Pick Each Option

The choice between an asset sale and a stock or equity sale changes liability, tax character, and after-tax proceeds. Here's how each structure works and how to choose.

17 min read

Working With a CPA•August 5, 2026

How to Change Your Accountant Without Pain: A Practical CPA Guide

Changing accountants doesn't have to be disruptive. This guide covers when it's time to switch, how to sequence the transition, which records to request, and how to keep deadlines and system access from falling through the cracks.

13 min read

Tax Strategy & Deductions•August 5, 2026

Tax Deductions for Businesses Working From Home: The Full List

Home-based businesses can deduct far more than the home office alone. This guide covers who qualifies, the simplified vs. actual methods, 17 write-off categories, and the records you need to support them.

13 min read

Online Business Formation•July 24, 2026

Best States to Incorporate an Online Business? What Creators Should Know

For most coaches, creators, consultants, and other owner-operated online businesses, the best formation state is where the business is actually managed and operated. Here is when Delaware, Wyoming, Nevada, or another state may make sense.

10 min read

Creator Tax Planning•July 9, 2026

When Do Content Creators Actually Need a CPA?

A creator may be able to handle modest, straightforward income alone. As profit, platforms, noncash compensation, tax exposure, and planning decisions grow, CPA involvement can be worth the cost.

9 min read

Creator Business Structures•July 7, 2026

Do Content Creators Need an LLC? A Practical Guide

Most creators do not need an LLC the moment money starts trickling in. Here is when recurring revenue, contracts, products, contractors, events, and risk make a formal business structure worth considering.

10 min read

Creator Tax Deductions•July 7, 2026

Tax Deductions for Content Creators: A Complete CPA Guide

Creator expenses can overlap with personal life. Learn what may qualify, how to handle gifted products and mixed-use gear, when a home studio counts, and which records protect the deduction.

14 min read