Tax strategies
Tax planning guides for real estate investors, business owners, high-income earners, and self-employed professionals.
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2027 Tax Changes: What Is Already Set and What Is Still Coming
2027 tax changes for high earners: Opportunity Zones 2.0, the $40,804 SALT cap, $4,500/$9,000 HSA limits, and which 2027 limits the IRS has not yet set.
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The Opportunity Zone Tax Bill Due in April 2027
Deferred an old gain into an Opportunity Zone fund? It is taxed on Dec 31, 2026 and due with your 2026 return. Who owes, how much, and how OZ 2.0 works.
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Year-End Tax Moves to Make Before 2027
The tax moves that must happen by Dec 31, 2026, the ones that can wait until April 15, 2027, and the 2027 elections to set during open enrollment.
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Real Estate Tax Courses for Doctors and Dentists (2026)
A fair 2026 guide to real estate tax strategy courses and firms for doctors and dentists, with who each fits and the IRS rules that decide what works.
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Wealth Building Programs for a $500K Business Owner (2026)
Making $500K and overpaying taxes? A fair 2026 comparison of programs, firms, and memberships for business owners, with who each fits and its sources.
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Best Tax Strategy Programs for W-2 Earners Over $250K (2026)
What is actually left after you max a 401(k) and an HSA, plus eight tax strategy programs and services compared on format, published price, and fit.
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How to Cut Taxes as a W-2 Earner Making $300K Without Starting a Business (2026)
A ten-step checklist with 2026 numbers for a $300K W-2 earner who does not want a business, a rental, or a new entity. Do them in this order.
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Karlton Dennis vs Mark Kohler vs Legacy Wealth Blueprint (2026)
A three-way comparison of Karlton Dennis Tax Strategy Accelerator, Mark J. Kohler's programs, and Legacy Wealth Blueprint on price, format, who teaches, community, and fit.
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Tax Alchemy Alternatives (2026): 7 Tax Strategy Programs Compared
A neutral 2026 comparison of Tax Alchemy and seven alternatives, with format, published price, who each one fits, and a source link for every claim.
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TaxFreeCEO Alternatives (2026): 8 Tax Strategy Options Compared
What TaxFreeCEO is, and eight alternatives compared on format, published price, and who each one fits. Every claim links to the seller's own page.
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You Maxed Your 401k and HSA. Here Is What Is Actually Left for W-2 Earners at $300K+ (2026)
A ranked, honest list of what is left for a $300K W-2 earner after the 401k and HSA are full, with 2026 limits, what each move requires, and what is only being sold to you.
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2026 Mileage Reimbursement Rates: Business Rate, Charitable Rate, and the Log
2026 IRS business mileage rate: 72.5 cents, then 76 cents from July 1. Charity is 14 cents. The 12,000-mile example and the log that proves it.
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Capital Gains Tax 2026: What You Owe When You Sell
2026 long-term capital gains rates: 0%, 15%, and 20%, plus the 3.8% NIIT. See how the thresholds work with worked examples and headroom planning.
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Employer Payroll Cost Guide: What an $80,000 Salary Really Costs
An $80,000 salary costs about $87,000-89,000 after the 7.65% FICA match, FUTA, state unemployment, and workers' comp. See the full math and the loaded budget.
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Home Office Deduction 2026: Who Qualifies, Both Methods, and the Math
Home office deduction 2026: the $5 per square foot simplified method, the 10% regular-method example, and who can claim it — including the W-2 employee rule.
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How Much to Set Aside for Self-Employment Tax (2026 Rates and Math)
Self-employment tax is 15.3% of net profit in 2026. See the rate breakdown, the 25-30% set-aside rule, and the $80,000 worked example before you spend it.
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How to Fix Your W-2 Withholding Mid-Year (Before April Surprises You)
Owed thousands at filing? Fix withholding mid-year with the W-4: estimate full-year income, compare to safe harbor, and adjust step 4c now.
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Marginal vs Effective Tax Rate: What the Brackets Actually Do to Your Money
Marginal vs effective tax rate explained: the $150,000 single-filer example, a 16.7% effective rate, a 24% marginal rate, and why brackets decide raises.
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Take-Home Pay: What Your Salary Actually Pays You (2026)
A $100,000 salary takes home about $79,000 after federal tax and FICA. See the paycheck anatomy, the 2026 numbers, and how to change your take-home.
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Tax Withholding Reconciliation: Check the Math Before the Year Ends
Reconcile withholding in October, not April: compare year-to-date withholding to full-year tax and the 100%/110% safe harbor, then adjust W-4 step 4c.
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Augusta Rule 280A for Business Owners: How the 14-Day Rule Actually Works in 2026
Learn how the Augusta Rule works under Section 280A, when a business owner can rent a home to a business, what documentation matters, and where people get this tax strategy wrong.
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Cost Segregation 481(a) Adjustment: How the Method Change Works in 2026
Learn what a Section 481(a) adjustment means in a cost segregation study, when Form 3115 is used, and how real estate investors should think about catch-up depreciation.
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Cost Segregation Form 3115 Guide: 2026 Method Change Basics for Investors
Learn why Form 3115 comes up in cost segregation work, how it relates to method changes, and why catch-up depreciation discussions often point back to this filing step.
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Donor Advised Fund for Appreciated Stock: 2026 Guide to Timing and Tax Fit
Learn why donor advised funds are often discussed alongside appreciated stock and how contribution timing, deduction planning, and later grants fit together.
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Donor Advised Fund Tax Benefits: 2026 Guide to Deductions, Timing, and Strategy
Learn how donor advised funds work, when the deduction happens, what tax benefits high-income givers actually get, and how to avoid common timing mistakes.
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Donor Advised Fund Tax Deduction Guide: Contribution Year, Itemizing, and Timing
Learn when the donor advised fund tax deduction is usually taken, how contribution timing works, and why itemizing and asset type matter more than people expect.
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Estate Tax Planning Guide: 2026 Framework for High-Net-Worth Families
Learn how estate tax planning works in 2026, what major levers families use, and why lifetime gifting, trusts, liquidity, and entity structure need to be evaluated together.
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Estate Tax Strategy Guide: 2026 Overview of Trusts, Gifting, and Liquidity Planning
Learn how to think about estate tax strategy in 2026, including gifting, trust planning, liquidity management, and why the best approach is usually a coordinated structure rather than one tactic.
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IRS Donor Advised Fund Rules: 2026 Guide to What Actually Matters
Learn the IRS-facing rules and practical compliance issues that matter with donor advised funds, including timing, substantiation, and why the deduction year is not the same thing as the grant year.
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Maximum Home Office Deduction in 2026: Simplified vs Actual Expense Method
Learn the maximum home office deduction under the simplified method, when the actual-expense method is better, and how self-employed taxpayers should think about the tradeoff.
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Qualified Opportunity Fund Guide: 2026 Rules, Deferral Timing, and Exit Planning
Learn how qualified opportunity funds work, what gain deferral means in 2026, and how investors should think about the fund timeline, holding period, and exit decisions.
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Qualified Opportunity Zone Investment Guide: 2026 Rules, Timeline, and Investor Fit
Learn how qualified opportunity zone investments work, why the 2026 timing matters, and how to evaluate the structure as both a tax move and an actual investment.
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Section 179 Carryover Guide: 2026 Rules, Limits, and Planning Mistakes
Learn what a Section 179 carryover means, why it happens, and how the business-income limit affects when the deduction can be used.
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Section 179 Deduction Guide: 2026 Rules, Limits, and When It Actually Helps
Learn how the Section 179 deduction works, what property may qualify, how the business-income limit matters, and when bonus depreciation might be a better fit.
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Who Qualifies for the QBI Deduction? 2026 Guide for Owners, SSTBs, and Pass-Throughs
Learn who qualifies for the QBI deduction in 2026, what types of businesses are commonly eligible, and why income level, SSTB status, and filing facts can change the outcome.
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2026 Tax Changes You Need to Know: 7 Updates That Matter
Transcript-based 2026 tax update guide covering standard deductions, SALT changes, tip/overtime deductions, retirement limits, QBI permanence, and bonus depreciation planning.
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$88K in year one value: what one CPA missed for a $300K W-2 earner
Preston's 12-month plan for one $300,000 W-2 client: LLC setup, home office, an accountable plan, a W-4 change, and what the $88,000 year one figure includes.
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7 Money Moves Your CPA Never Mentioned for $200K+ Earners
A transcript-based breakdown of the 7 money moves from Preston's video, including liquidity, mega backdoor Roth, S-Corp thresholds, cost segregation, debt strategy, and asset protection.
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Best Tax Planning Books: Complete 2026 Guide for Real-World Tax Decisions
Compare the best tax planning books for 2026 with a decision framework, scenario table, worked savings example, and a 30-day implementation checklist.
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Best Tax Planning Strategies: Complete 2026 Guide for US Households and Business Owners
Actionable 2026 guide to best tax planning strategies with decision frameworks, numeric examples, scenario table, 30-day checklist, and CPA questions for US readers.
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Best Tax Strategy Books: Complete 2026 Guide for Smarter U.S. Tax Planning
Use this 2026 guide to choose the best tax strategy books, build a practical reading stack, and turn ideas into CPA-ready actions that may reduce taxes.
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Capital Gains Tax for Beginners: Complete 2026 Guide to Paying Less and Avoiding Costly Mistakes
Learn how capital gains tax works, estimate what you may owe, and use a practical 30-day plan to reduce taxes on stocks, real estate, and business sales.
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Capital Gains Tax for Real Estate Investors: Complete 2026 Guide to Reducing, Deferring, and Planning Your Exit
Learn how to estimate federal and state tax on rental property sales, including recapture and NIIT, then compare 1031, installment, and hold strategies for 2026 planning.
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Capital Gains Tax Rate 2026: Complete 2026 Guide to Brackets, NIIT, and Smart Sale Timing
Capital gains tax rate 2026 explained with IRS bracket thresholds, NIIT, scenario math, a worked example, and a 30-day checklist to plan sales smarter.
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How Does Cost Segregation Help With Taxes: Complete 2026 Decision Guide
Learn how cost segregation can reduce near-term taxable income, when it works best, key risks, and a practical 30-day implementation plan for 2026.
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How Does QBI Deduction Work With a Loss? Complete 2026 Guide for Owners and Investors
How does qbi deduction work with a loss? Learn netting, carryforwards, wage limits, and 2026 planning with a scenario table, numeric example, and 30-day checklist.
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How QBI Deduction Works: Complete 2026 Guide for Pass-Through Owners
Learn how QBI deduction rules work in 2026, including thresholds, SSTB limits, wage-property rules, numeric examples, and a practical 30-day plan.
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How Roth Conversions Are Taxed: Complete 2026 Guide for Smarter Bracket Planning
Learn how Roth conversions are taxed in 2026, with bracket planning, phase-out risks, numeric examples, and a 30-day execution checklist for US households.
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How Roth IRA Is Taxed: Complete 2026 Guide for Contributions, Withdrawals, and Conversions
Learn how roth ira is taxed in 2026 with practical rules, phaseout math, withdrawal timing, backdoor Roth tradeoffs, and a 30-day implementation checklist.
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How Tax Deductions Are Compared To Tax Exemptions: Complete 2026 Guide for U.S. Filers
Learn how tax deductions are compared to tax exemptions in 2026, with practical tax math, scenario planning, worked examples, and a 30-day action checklist.
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HSA Strategy for Beginners: Complete 2026 Guide to Lower Taxes and Build Long-Term Health Wealth
Learn a practical hsa strategy for beginners with clear rules, numeric examples, checklists, and decision frameworks for 2026 tax and retirement planning.
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QBI Deduction for Real Estate Investors: Complete 2026 Guide to Section 199A
Learn how real estate investors can use Section 199A, income thresholds, wage/property limits, and planning tactics to maximize the QBI deduction in 2026.
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QBI Deduction vs Itemized Deductions: Which Strategy Works Better in 2026?
Compare QBI deduction vs itemized deductions for 2026 using IRS thresholds, worked tax math, scenario planning, and a 30-day execution checklist.
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Tax Planning for Beginners: Complete 2026 Guide to Reducing Your Tax Bill
Learn tax planning for beginners in 2026 with practical frameworks, numeric examples, a 30-day checklist, and CPA questions to lower taxes with less stress.
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What Activities Qualify for QBI Deduction: Complete 2026 Guide for US Business Owners
Learn what activities qualify for QBI deduction in 2026, how Section 199A limits work, and how owners can model wages, income, and entity choices to cut taxes.
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Best Tax Deductions for High Income Earners: Complete 2026 Guide
Learn a practical 2026 framework for the best tax deductions for high income earners, with scoring logic, deduction tradeoffs, a scenario table, numeric case study, and a 30-day action checklist.
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Best Tax Deductions for Self Employed: Complete 2026 Guide to Lower Taxes Without Leaving Money on the Table
A practical 2026 playbook for US freelancers and solo operators to maximize legal deductions, prioritize high-impact moves, avoid common traps, and run a disciplined 30-day tax optimization plan.
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Best Tax Deductions for Small Business: Complete 2026 Guide
A practical, high-signal U.S. 2026 roadmap for small-business owners to maximize legal deductions, avoid expensive mistakes, and execute a 30-day tax optimization checklist with clear tradeoffs.
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Best tax deductions for W2 employees: Complete 2026 guide for cash-flow-minded earners
A practical 2026 guide for W2 employees on which tax deductions still apply, how to rank them by real savings, and how to execute a 30-day tax-efficiency plan.
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How Is QBI Deduction Calculated for S Corp: Complete 2026 Guide
Step-by-step, practical guide for US S corporation owners on how is qbi deduction calculated for s corp in 2026, including wage and asset limits, phase-in rules, numeric examples, and planning pitfalls.
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Tax deduction for beginners: Complete 2026 Guide to Practical Tax Reduction Decisions
Tax deduction for beginners guide for 2026 that combines a repeatable decision framework, numeric examples, deduction vs credit logic, mistakes, and a 30-day implementation checklist.
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Tax deduction for real estate investors: Complete 2026 guide for maximizing legal deductions and avoiding common errors
A practical 2026 U.S. guide on tax deduction for real estate investors with decision frameworks, numeric case studies, mistake controls, and a CPA-ready filing workflow.
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What Tax Deductions for Rental Property: Complete 2026 Guide to Maximize After-Tax Returns
A practical 2026 guide to rental property deductions, decision frameworks, recordkeeping systems, and tax strategy mistakes to avoid for serious U.S. landlords.
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Why $150K/Year Feels Broke: The Tax Math Nobody Shows You
If you make $150,000/year and still feel broke, it's not your fault. Discover why the tax code is designed against W2 employees and 4 concrete moves to escape the trap.