KBF Advisory

KBF Advisory KBF is a rapidly growing professional services firm that offers a comprehensive range of tax, assurance, and advisory services.

KBF is a recognized leader in Accounting for Income Tax (ASC 740) and GAAP advisory services.

The IRS has finalized regulations that simplify Form 8308 reporting requirements for partnerships.Under the new rules, p...
06/16/2026

The IRS has finalized regulations that simplify Form 8308 reporting requirements for partnerships.

Under the new rules, partnerships are no longer required to furnish the detailed Part IV information to buyers and sellers of partnership interests by January 31. Instead, only Parts I–III must be provided by that deadline, while the complete form is submitted with the partnership’s annual Form 1065 filing.

The regulations are effective May 20, 2026.

Learn more: https://kbfadvisory.com/irs-finalizes-form-8308-part-iv-relief-for-section-751a-partnership-exchanges/

Maligayang Araw ng Kalayaan, Pilipinas! Today, we celebrate the spirit of freedom and the strength of our ancestors who ...
06/12/2026

Maligayang Araw ng Kalayaan, Pilipinas! Today, we celebrate the spirit of freedom and the strength of our ancestors who fought for it. May solidarity continue to be our shield, and may our collective voice ring out loud and proud. We are a nation of resilience and hope, forever striving for a brighter tomorrow.

For the first time in more than a decade, Indiana is offering a tax amnesty program.Eligible individuals and businesses ...
06/05/2026

For the first time in more than a decade, Indiana is offering a tax amnesty program.

Eligible individuals and businesses can resolve unpaid tax liabilities for periods before January 1, 2024, with penalties, interest, and collection fees fully waived.

The program opens July 15. Now is the time to review your eligibility and prepare before the application window begins.

Learn more: https://kbfadvisory.com/indiana-tax-amnesty-2026-no-penalties-no-interest-no-collection-fees-until-september-9/

Transfer pricing non-compliance rarely surfaces all at once. It builds quietly until an audit reveals the full exposure....
06/04/2026

Transfer pricing non-compliance rarely surfaces all at once. It builds quietly until an audit reveals the full exposure.

Penalties of up to 40%, double taxation across jurisdictions, and significant time spent managing disputes—the costs are real and often preventable.

We’ve put together a practical guide covering the risks, common pitfalls, and what companies with international operations should have in place: https://kbfadvisory.com/the-real-cost-of-getting-transfer-pricing-wrong-five-categories-of-exposure/

New QSBS regulations are on the horizon, and the Section 1202 exclusion just got bigger.Higher exclusion limits, shorter...
06/04/2026

New QSBS regulations are on the horizon, and the Section 1202 exclusion just got bigger.

Higher exclusion limits, shorter holding period requirements, and an increased gross asset threshold could make more founders, employees, and investors eligible for the benefit.

But one thing hasn't changed: documentation remains critical. Without the right records, claiming QSBS benefits can become much more difficult, regardless of future regulatory guidance.

Learn what’s changing and what documentation should be in place now: https://kbfadvisory.com/section-1202-qsbs-regulations-are-coming-heres-what-to-document-now/

The moment your company has a foreign entity and begins transacting with it, transfer pricing rules apply—with no de min...
05/29/2026

The moment your company has a foreign entity and begins transacting with it, transfer pricing rules apply—with no de minimis exception.

For CFOs and tax directors navigating a new cross-border structure, the first 90 days matter. Get the documentation, agreements, or pricing methods wrong early, and the risk can compound quickly.

We put together a practical cheat sheet covering key transaction types, penalty thresholds, and what’s required at each step. If your business is expanding internationally, start here: https://kbfadvisory.com/9236-2/

If your startup has issued convertible notes, there’s an important tax reporting question to answer: which form should y...
05/21/2026

If your startup has issued convertible notes, there’s an important tax reporting question to answer: which form should you use to report interest income?

For most startups, the answer comes down to Form 1099-OID vs. Form 1099-INT. Choosing the wrong one can create reporting issues for both your company and your investors.

We put together a short guide to help break down the difference and when each form applies.

Read the full guide here: https://kbfadvisory.com/1099-oid-vs-1099-int-which-form-to-use-for-convertible-note-interest-reporting/

States are responding to the OBBBA in very different ways.This quarter’s update covers how states are selectively adopti...
05/19/2026

States are responding to the OBBBA in very different ways.

This quarter’s update covers how states are selectively adopting, decoupling from, or fully conforming to key provisions of the One Big Beautiful Bill Act (OBBBA). We also highlight notable non-OBBBA developments, including Washington’s new tax on high earners, a taxpayer win in Florida on sourcing, policy updates in Texas and Louisiana, and a tax rate cut in Utah.

Read the full update here: https://kbfadvisory.com/kbf-state-income-tax-newsletter-1st-quarter-2026/

For questions or guidance, connect with Nicholas McMahon at [email protected] or George W. Rendziperis at [email protected].

Three minutes. One stage. A real championship belt.Demolicious is back for Portland Startup Week 2026, and KBF is sponso...
05/11/2026

Three minutes. One stage. A real championship belt.

Demolicious is back for Portland Startup Week 2026, and KBF is sponsoring this edition. Portland founders get three minutes to pitch a live crowd, the audience votes, and one founder walks out wearing the belt.

Come watch it happen.

Thursday, May 14th 5:00 PM - 7:00 PM

Reserve your spot: https://eventship.com/event/demolicious-portland-startup-week-edition

Twenty of Oregon's most promising AI startups are pitching live at the U.S. Bancorp Tower for Oregon AI Accelerator Demo...
05/11/2026

Twenty of Oregon's most promising AI startups are pitching live at the U.S. Bancorp Tower for Oregon AI Accelerator Demo Day — and KBF will be in the room.

Sponsored by Google and backed by Oregon's leading universities, investors, and tech organizations, this is the culminating event of the inaugural OAIX cohort and a milestone moment for the state's emerging AI ecosystem. We're showing up because we believe in the founders building it.

Thursday, May 14 1:00 PM - 5:00 PM

See you there: https://luma.com/OAIX-DemoDay-S26

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Lake Oswego, OR
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Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
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