Tax Planning Strategies
Resources, best practices, and expert insights on Tax Planning Strategies.

Tax Credits for startups
Updated on Mon, May 5, 2025
Claim key startup tax credits, including the R&D credit, to reduce burn, extend runway, and preserve cash longer through smart planning.
by
Kruze Consulting

California SaaS Sales Tax Starts in 2027 | SB 122
Updated on Mon, Aug 10, 2026
California SB 122 taxes most SaaS and prewritten digital software starting Jan. 1, 2027. Learn what startups need to do.
by
Vanessa Kruze

Which States Tax SaaS? A Startup Guide
Updated on Sun, Aug 9, 2026
See which states tax SaaS, cloud software, and digital products, and what startup founders need to know about compliance.
by
Vanessa Kruze

Net Operating Losses for Startups: Turn NOLs Into Savings
Updated on Wed, Apr 1, 2026
Learn how smart startup accounting can turn net operating losses (NOLs) into future tax savings. Discover how NOL carryforwards, R&D credits, and Section 382 rules affect your startup’s profitability and tax strategy.
by
Dave Lowe, CPA
