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.

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

$1,000,000 is on the line — and one Portland startup is about to get a shot at it.KBF is partnering with Pegasus Venture...
05/08/2026

$1,000,000 is on the line — and one Portland startup is about to get a shot at it.

KBF is partnering with Pegasus Ventures for the inaugural Startup World Cup Portland Regional at the Upstart Collective inside the U.S. Bancorp Tower. Out of 100+ applicants, 10 elite startups will pitch live to a panel of local and national VCs and angels. The regional champion heads to the Grand Finale in San Francisco this November to compete for the full $1M investment.

Forget the standard pitch. This is Oregon's tech scene going global.
May 13, 2026
Grab a ticket → https://www.startupworldcup.io/portland-oregon

Real estate partnerships offer investors meaningful flexibility, but that flexibility comes with complex tax rules in th...
05/07/2026

Real estate partnerships offer investors meaningful flexibility, but that flexibility comes with complex tax rules in the field.

KBF Director Ryan Dobens is bringing his experience in partnership taxation to a live webinar panel, where speakers will explore the rules governing real estate allocations - from Section 704(b) and DRO and QIO requirements to nonrecourse debt and targeted allocation provisions.

Join live with Q&A on May 15 at 10:00 AM PT / 1:00 PM ET. CPE credit will be provided.

Register here: https://www.barbri.com/course/professional-development/cpe/partnership-allocations-for-real-estate-entities-special-all_2026-05-15

KBF is a proud partner of the Oregon CleanTech Ecosystem Reception, presented by E8 Angels in conjunction with the Orego...
05/07/2026

KBF is a proud partner of the Oregon CleanTech Ecosystem Reception, presented by E8 Angels in conjunction with the Oregon Innovation Showcase.

This event brings together investors, companies, and partners working across energy, mobility, the built environment, circular economy, and sustainable materials. We’re joining E8 Angels and Prosper Portland, alongside Silicon Valley Bank and JLL, to help foster connection across Oregon’s cleantech ecosystem.

Register here: https://luma.com/3fyf128v

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