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Sources

Planning Basis research deskSection 09 · Page 13 of 13Last updated 3 November 2026

All web sources below were retrieved or found in indexed primary-source results on 3 November 2026. Dates in titles identify publication or data periods, not necessarily the last update. Publisher descriptions establish advertised scope, not independently verified outcomes.

Supplied background: the complete attached context pack, including persona, search-term, market, lead-magnet, primer and supplier documents. Its commercial assumptions are attributed as supplied estimates; existing-research.json contained no prior documents.

Sources cited on this page

  1. IRS — Choosing a tax professionalwww.irs.gov
  2. NASBA — What is CPAverify?nasba.org
  3. FTC — Safeguards Rule: What your business needs to knowwww.ftc.gov
  4. US Code — Section 430: Minimum funding standardsuscode.house.gov
  5. Grassi — Construction accounting serviceswww.grassiadvisors.com
  6. IRS — S corporation compensation and medical insurance issueswww.irs.gov
  7. Grassi — GVC Construction case study, 26 May 2026www.grassiadvisors.com