---
title: Resources | CFO Associates | Rolando Lopez
description: Stay informed on the most recent trends and analyses of financial management world. Our team of experts share best practices on cash flow, wealth management, and more.
---
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# Rolando Lopez
## Blog Post by Rolando Lopez
## [Rolando Lopez Apr 24, 2026 10:30:09 AM 13 min read How to Classify DeFi Transactions for Form 8949: A CPA's Guide One of the most technically demanding areas in cryptocurrency tax compliance today is the ... Start Reading](https://www.thecfoassociates.com/resources/how-to-classify-defi-transactions-for-form-8949-a-cpas-guide)
## [Rolando Lopez Apr 1, 2026 9:00:00 AM 9 min read Puerto Rico Act 60 and Act 38 of 2026 How the new law changes the individual investor tax incentive — and why the application ... Start Reading](https://www.thecfoassociates.com/resources/puerto-rico-act-60-act-38-2026)
## [Rolando Lopez Mar 24, 2026 12:32:49 PM 7 min read 1099-DA Is Here; Is Your Crypto Reporting Ready? The IRS Is Now Watching Your Crypto — What Form 1099-DA Means for Investors and ... Start Reading](https://www.thecfoassociates.com/resources/1099-da-is-here-is-your-crypto-reporting-ready)
## [Rolando Lopez Mar 17, 2026 9:55:34 AM 6 min read No W-9, No Payment: How to Avoid IRS Penalties Why You Should Never Pay Vendors Without having a W-9 on file (And what it Actually Costs ... Start Reading](https://www.thecfoassociates.com/resources/no-w-9-no-payment-how-to-avoid-irs-penalties)
## [Rolando Lopez Jan 23, 2026 5:11:15 PM 3 min read 1031 Exchange Rules and Timeline: How Real Estate Investors Can Defer Capital Gains Taxes Real estate investors have one of the most powerful tax-deferral tools available when ... Start Reading](https://www.thecfoassociates.com/resources/1031-exchange-rules-and-timeline-how-real-estate-investors-can-defer-capital-gains-taxes)
## [Rolando Lopez Nov 25, 2025 10:14:59 AM 7 min read Setting Up an S Corporation How to form your S-Corp and properly pay yourself as an owner Start Reading](https://www.thecfoassociates.com/resources/setting-up-an-s-corporation)
## [Rolando Lopez Oct 14, 2025 9:59:59 AM 5 min read The New 1099-DA for Crypto Reporting A critical update for crypto investors and businesses Start Reading](https://www.thecfoassociates.com/resources/the-new-1099-da-for-crypto-reporting)
## [Rolando Lopez Oct 6, 2024 3:50:12 PM 8 min read Use Disaster Losses to Reduce Your Taxes Use disaster loss deductions to ease tax & financial burden Our beautiful Tampa Bay ... Start Reading](https://www.thecfoassociates.com/resources/understanding-disaster-loss-tax-deduction-for-property)
## [Rolando Lopez Dec 2, 2019 3:48:38 PM 2 min read Employer Payroll Taxes Explained In the business world you often hear the term payroll taxes. Payroll is a crucial part of ... Start Reading](https://www.thecfoassociates.com/resources/employer-payroll-taxes-explained)
## [Rolando Lopez Oct 26, 2019 2:15:57 PM 3 min read Maximize Your Home Office Tax Deductions One of the best tax deductions available to almost all business owners under the US Tax ... Start Reading](https://www.thecfoassociates.com/resources/home-office-tax-deductions)
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