What counts as a qualified estimated tax payment to avoid an underpayment penalty?
Learn which safe harbors qualify your 2026 estimated tax payments to avoid an IRS underpayment penalty, including the 110% rule for high earners.
October 16, 2026
High-Earner Tax Planning
Articles, updates, and wealth-building strategies for high-income earners, business owners, and investors.
What Should High Earners Do for Fall Tax Planning in 2026?
High earners have until December 31 to act on retirement contributions, loss harvesting and Roth conversions. Here is what to do and when to do it.
September 25, 2026
What Are Cost Seg Benefits for Rental Property Owners in 2026?
Cost seg benefits let rental property owners accelerate depreciation deductions far beyond the standard schedule. Here is how the strategy works in 2026.
September 23, 2026
How Does Material Participation Work for Short-Term Rentals?
Material participation determines whether your short-term rental losses offset active income now or sit frozen. Here is how the IRS tests work in 2026.
September 11, 2026
How Should High Earners Approach Retirement Tax Planning in 2026?
High earners in 2026 face a closing window on current tax rates. Here is what the numbers mean and which moves matter most before December 31.
September 7, 2026
How Is Stock Compensation Taxed for High Earners in 2026?
RSUs, ISOs and NSOs each trigger tax differently. Learn how stock compensation tax works in 2026 and which strategies may reduce your exposure.
September 4, 2026
What Is Depreciation Recapture and How Can You Reduce It?
Depreciation recapture can cost real estate investors tens of thousands at sale. Here is how the tax works in 2026 and which strategies may reduce what you owe.
August 26, 2026
Which Retirement Plan Is Best for Business Owners in 2026?
Compare the Solo 401k, SEP-IRA and Defined Benefit Plan to find the best owner retirement plan for your income level and entity type in 2026.
August 19, 2026
How Do You Reduce Taxes on RSUs in 2026?
RSU income is taxed as ordinary W-2 wages the moment shares vest. Here are the strategies high earners can use to reduce that tax bill in 2026.
August 12, 2026