John Malone, JD

John Malone, JD

Co-CEO, Anomaly CPA

John Malone is the Co-CEO of Anomaly along with Greg O'Brien, CPA. He focuses on complex client issues as well as leads the company's operations and management team. John is a multi-faceted advisor with a passion for working with entrepreneurial clients and early stage businesses as they navigate complex tax and financial issues. John understands that your business and life are intertwined, requiring a management strategy that considers the right now in conjunction with your company's financial longevity and wellbeing. John is dialed in on his clients’ futures, centering his approach around proactive and advanced tax planning. John is a Certified Tax Coach as designated by the American Institute of Certified Tax Planners. John was a 2023 40 Under 40 and has helped lead Anomaly to the #1186 ranking on the Inc5000 list.

Education

Bentley University BS Economics & Finance; Suffolk Law JD

Expertise

Tax Law; Startups

Highlight

2023 40U40

If you’d like to explore more ways to grow your businesses financial operations and tax strategies, connect with us at anomalycpa.com/connect.

Articles by John Malone, JD

Maximizing customer lifetime value: Formula, strategies, and insights

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Maximizing customer lifetime value: Formula, strategies, and insights
Learn what customer lifetime value (CLV) is, how to calculate it, and strategies to boost retention and profitability for your business.
Navigating the change from LLC to Delaware C Corporation

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Navigating the change from LLC to Delaware C Corporation
The decision has multiple legal and tax complexities but it can also lead to substantial growth and opportunities. In this post, we'll dive into this process and make the technicalities more relatable including some examples we have worked through with clients.
A guide to the Corporate Transparency Act for small businesses

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A guide to the Corporate Transparency Act for small businesses
Explore our in-depth analysis of the Corporate Transparency Act (CTA), effective January 1, 2024. Understand key provisions, reporting requirements, and exemptions to ensure compliance and avoid hefty fines. Learn how the CTA impacts small businesses across Financial Services, Healthcare, Manufacturing, Professional Services, and Technology sectors, and stay informed with expert insights on navigating new regulations and benchmarks.
How profits interest equity grants work

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How profits interest equity grants work
Dive into the benefits of profits interests as a strategic equity compensation tool for LLCs. Understand how profits interests work, their tax advantages, and the legal considerations. Ideal for founders and early-stage business owners looking to attract top talent and align employee goals with long-term company success.
Don’t be surprised by state excise taxes

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Don’t be surprised by state excise taxes
Unlock strategies to manage state excise taxes effectively with our detailed guide. Learn how different business structures impact tax obligations and explore state-specific examples such as Massachusetts, Tennessee, Ohio, and Washington. Equip yourself with the knowledge to enhance your financial planning and prevent unexpected tax liabilities as you start and scale your business.
Founders guide to navigating secondary transactions

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Founders guide to navigating secondary transactions
Explore the mechanics, benefits, and complexities of secondary transactions for startup founders seeking liquidity. Understand legal frameworks, valuation challenges, and tax implications to navigate these transactions effectively. This guide helps founders align with investors for mutual benefit while maintaining strategic cap table management.