Tax Strategy Insights

Articles, updates, and wealth-building strategies for high-income earners, business owners, and investors.

What can you deduct on a short-term rental, and how do the tax rules work in 2026?
Short-Term Rental Tax Benefits

What can you deduct on a short-term rental, and how do the tax rules work in 2026?

Short-term rental owners can deduct mortgage interest, depreciation, repairs, and more in 2026, but the rules depend on personal use days and participation.

October 14, 2026
What Is the S Corp Year End Deadline and Why Does It Matter?
Business Owner Strategies

What Is the S Corp Year End Deadline and Why Does It Matter?

The S corp year end deadline is December 31, 2026. Here is what payroll, distributions and retirement moves must happen before that date closes.

October 12, 2026
What Is Bonus Depreciation Timing in 2026?
Bonus Depreciation & Cost Segregation

What Is Bonus Depreciation Timing in 2026?

Bonus depreciation is 100% in 2026 under current law. Learn which assets qualify, how timing affects your deduction, and what to do before year end.

October 9, 2026
What Is the Solar Tax Deadline for 2026?
Solar Tax Strategies

What Is the Solar Tax Deadline for 2026?

The residential solar credit ended after 2025. Here is what the solar tax deadline 2026 means for commercial projects and what credits still apply.

October 7, 2026
What Are the Best Rental Property Tax Strategies for 2026?
Tax Deadlines & Calendar

What Are the Best Rental Property Tax Strategies for 2026?

High earners can reduce 2026 rental property taxes through cost segregation, REPS, short-term rental rules and more. Here is what to act on before December 31.

October 5, 2026
When Is the R&D Credit Claim Deadline for 2026?
R&D Tax Credits

When Is the R&D Credit Claim Deadline for 2026?

The 2026 R&D credit claim deadline is not one date but a sequence. Learn which deadlines apply to your business and what happens if you miss each one.

October 2, 2026
What Should High Earners Do for Fall Tax Planning in 2026?
High-Earner Tax Planning

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?
High-Earner Tax Planning

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 the Software R&D Credit Work for Tech Companies in 2026?
R&D Tax Credits

How Does the Software R&D Credit Work for Tech Companies in 2026?

The software R&D credit gives tech companies a dollar-for-dollar federal tax reduction for qualifying development work. Here is how it works in 2026.

September 21, 2026