Avant Accountants

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Avant Accountants Modern accounting and advisory built to help business owners grow with confidence.

If you've ever changed jobs, closed a retirement plan, or consolidated accounts, you know how confusing rollovers can be...
10/08/2026

If you've ever changed jobs, closed a retirement plan, or consolidated accounts, you know how confusing rollovers can be.

Different plans. Different rules. Different paperwork. Easy to make a mistake that triggers taxes or penalties you weren't expecting.

The IRS just simplified it.

New guidance under SECURE 2.0 standardizes the rollover process and provides sample forms for direct rollovers to and from retirement plans. That means less ambiguity, fewer errors, and a cleaner paper trail.

This matters if you are:

- Changing jobs and moving a 401(k)
- Consolidating old retirement accounts
- A business owner shutting down or changing a plan
- Planning a rollover as part of a broader retirement strategy

If you have retirement accounts sitting in old plans or you're planning a rollover, let's make sure it's done right.

A lot of business owners spend years building something valuable. Then they get to the sale and the tax bill is a surpri...
10/05/2026

A lot of business owners spend years building something valuable. Then they get to the sale and the tax bill is a surprise.

It doesn't have to be.

How your business is structured, how the deal is set up, and when you start planning all have a significant impact on what you keep after the sale.

Here's what determines your tax outcome on a business sale:

- Whether it's structured as an asset sale or a stock sale
- Your entity type (S corp, C corp, LLC) and how long you've held it
- Whether any proceeds are classified as ordinary income vs. capital gains
- Whether installment sale treatment is available and beneficial
- What your basis is in the business

The worst time to think about this is during the negotiation. The best time is years before you plan to exit.

If selling is on the horizon, even 5 or 10 years out, the planning starts now. Let's talk.

The IRS and Security Summit partners reminds all tax professionals: a Written Information Security Plan is not optional....
10/01/2026

The IRS and Security Summit partners reminds all tax professionals: a Written Information Security Plan is not optional.

It's required by federal law for anyone who handles taxpayer data.

Here's why this matters to you as a client:

Your accountant has access to your Social Security number, your business financials, your bank information, your tax history. If their systems are compromised, your data is compromised.

At Avant, data security is something we take seriously. We maintain the required security protocols to protect your information.

But this is also a good reminder to ask the question of any financial professional you work with:

How is my data being protected?

If they can't answer clearly, that's worth paying attention to. We're happy to walk you through how we handle it.

Schedule a discovery call.

Treasury is signaling increased scrutiny of certain high-end tax investment strategies.Things like syndicated conservati...
09/28/2026

Treasury is signaling increased scrutiny of certain high-end tax investment strategies.

Things like syndicated conservation easements, certain partnership structures, and other arrangements that have been marketed as large deduction generators are drawing more attention.

This doesn't mean every advanced strategy is suspect. Many are entirely legitimate.

But it does mean a few things for anyone using them:

- Documentation and proper structuring matter more than ever.
- Strategies that lack economic substance beyond the tax benefit are at higher risk.
- The IRS has listed several of these as transactions of interest or listed transactions, meaning they're actively watching.

If you've been sold a strategy primarily on the basis of how large a deduction it generates, that's worth a second look. We can help you understand the difference between smart planning and high-risk territory.

Schedule a call today.

Most business owners assume loan interest is fully deductible. It's not always that simple.The IRS limits how much busin...
09/23/2026

Most business owners assume loan interest is fully deductible. It's not always that simple.

The IRS limits how much business interest expense you can deduct in a given year under Section 163(j). The cap is generally 30% of your adjusted taxable income.

Here's the good news: starting in 2026, the rules shifted back in your favor.

Depreciation, amortization, and depletion are once again added back when calculating your adjusted taxable income. That means a higher cap, and potentially a larger deduction, for businesses that carry significant debt or heavy depreciation.

If your business has:

- Business loans or lines of credit
- Equipment financing
- Real estate debt
- Any significant interest expense
..this change is worth reviewing before year-end. We can help you figure out where you stand.

For the fourth year, Avant was proud to support the MC Charity Challenge as a hole sponsor and by volunteering at the re...
09/21/2026

For the fourth year, Avant was proud to support the MC Charity Challenge as a hole sponsor and by volunteering at the registration desk.

It was a record-breaking year, with more than $300,000 raised in support of the fight against cancer. Over the past 10 years, the event has raised more than $1.7 million for The James through Buckeye Cruise for Cancer.

We are grateful to be a small part of such an incredible event and community!

The Saver's Match is coming in 2027. And most people have no idea it exists.Here's how it works: if you contribute to a ...
09/17/2026

The Saver's Match is coming in 2027. And most people have no idea it exists.

Here's how it works: if you contribute to a qualifying retirement account and your income falls below a certain threshold, the federal government will make a direct matching contribution into your account.

Not a tax credit. An actual deposit.

The IRS just announced intent to propose regulations on the program.

Who will likely qualify:

- Lower and middle-income earners
- Contributions to 401(k), IRA, SIMPLE, or SEP plans
- Income limits to be confirmed in final regulations

The window to prepare is now. If you're not currently contributing to a retirement account, starting before 2027 positions you to take advantage of this from day one.

Questions about how this fits into your retirement strategy? That's exactly what we're here for.

Most people don't know this: the IRS has a 10-year window to collect unpaid taxes. After that, the debt is legally extin...
09/15/2026

Most people don't know this: the IRS has a 10-year window to collect unpaid taxes. After that, the debt is legally extinguished.

But that clock isn't always running.

Certain actions pause it:

- Filing an Offer in Compromise
- Requesting a Collection Due Process hearing
- Filing for bankruptcy
- Requesting innocent spouse relief

Every time the clock pauses, the IRS gets more time. Some taxpayers unknowingly extend the collection window by years.

This doesn't mean ignoring tax debt is a strategy. An unpaid balance means liens, levies, refund offsets, and potential passport issues for large debts.

But if you owe the IRS money, understanding how this timeline works can change how you approach resolution.

Schedule a discovery call and let's talk through your options.

Major life events don't just change your life. They change what you owe.Most people don't update their tax picture until...
09/09/2026

Major life events don't just change your life. They change what you owe.

Most people don't update their tax picture until April. By then, it's too late to do anything about it.

Here's what to revisit after a big life event:

- Marriage or divorce changes your filing status and potentially your tax bracket.
- A new baby may unlock the Child Tax Credit, dependent care deductions, and more.
- Buying or selling a home affects deductions and may trigger capital gains.
- A job change or raise means your withholding may no longer be accurate.

Any one of these can mean you're over or underwithholding right now.

The fix is simple. The timing matters.

Schedule a discovery call and let's make sure your tax picture reflects your life.

If you recently moved or split time between two states, your tax situation is more complicated than most people realize....
09/07/2026

If you recently moved or split time between two states, your tax situation is more complicated than most people realize.

It comes down to a concept called domicile. Your domicile is your permanent legal home. It determines which state taxes your worldwide income.

The problem: states don't always agree on when you left.

Auditors look for evidence. Driver's license. Voter registration. Where your kids go to school. Where your bank accounts are. Where you actually spend your time.

Inconsistent records across any of these are a red flag.

If you've moved in the last year or own property in more than one state, it's worth making sure your records tell a clear, consistent story.

We help clients navigate this before it becomes a problem. Let's talk.

Address

670 Meredian Way, Suite 155
Westerville, OH
43082

Opening Hours

Monday 10am - 4pm
Tuesday 10am - 4pm
Wednesday 10am - 4pm
Thursday 10am - 4pm
Friday 10am - 4pm

Telephone

(614) 300-6463

Website

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