top of page

Insights
Memos answering questions I actually get asked.
Written in plain language, because that's the whole point.
These are general information, not legal advice for your situation.
All Posts
Resale certificates: buying inventory without paying sales tax
A resale certificate lets you buy inventory tax-free because you'll collect tax when you sell it. Which certificate to use, and how businesses misuse them.
Oct 5
Can your HSA or Roth IRA own an LLC?
A self-directed HSA or Roth IRA can invest through an LLC. The prohibited transaction rules still apply, and so does tax on some business income.
Oct 5
Your subcontractor quit mid-project. Now what?
A contractor walks off, keeps your equipment, or wants full pay for half the work. What your agreement controls and the mistakes that make it worse.
Oct 5
SPVs and waterfalls: how small deals split the money
A special purpose vehicle pools investors for one deal. The waterfall decides who gets paid, in what order. What to settle before anyone wires money.
Oct 5
Taking equity for your work while you're in bankruptcy or behind on debts
Equity earned for work can belong to your bankruptcy estate or be reachable by creditors. What founders in Chapter 13 or with judgments should sort out first.
Oct 5
Should your brand live in its own company?
Holding trademarks or other IP in a separate entity and licensing it to your operating company can protect it, or create tax and paperwork problems. Here's how it works.
Oct 5
Selling your business to someone who wants to work in it first
A trial period before a sale protects the buyer. Without the right documents, it can leave the seller with an employee, a partner, or a claim they didn't plan for.
Oct 5
When the other side sends the contract
A buyer's purchase agreement, a big client's standard terms, an NDA they call non-negotiable. What to read first and what's usually worth pushing back on.
Oct 5
You built the model. Do you still own it after the client pays?
Consultants reuse templates, models, and tools across clients. Whether you can depends on what your contract says about who owns the work.
Oct 5
Selling a home your LLC owns: does the exclusion survive?
Moving your home into an LLC can keep or lose the home-sale exclusion, depending on how the LLC is taxed. What changes, and what to check before you sell.
Oct 5
Plain-English answers, no invoice attached. Every Tuesday and Wednesday on LinkedIn.
bottom of page