Tax Strategy Insights

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

How Does the Commercial Solar Credit Work for Business Owners?
Solar Tax Strategies

How Does the Commercial Solar Credit Work for Business Owners?

The commercial solar credit under Section 48E gives business owners a dollar-for-dollar federal tax reduction of 30% or more on eligible solar system costs in.

September 18, 2026
What Is the October 15 Tax Extension Deadline for 2026?
Tax Deadlines & Calendar

What Is the October 15 Tax Extension Deadline for 2026?

The October 15 2026 extension deadline is the final date to file your 1040. Learn what it covers, what it does not, and the moves still available to high.

September 14, 2026
How Does Material Participation Work for Short-Term Rentals?
High-Earner Tax Planning

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-Earner Tax Planning

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?
High-Earner Tax Planning

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
How Does a Mega Backdoor Roth Setup Work in 2026?
Retirement Strategies

How Does a Mega Backdoor Roth Setup Work in 2026?

A mega backdoor setup lets eligible 401(k) participants move up to $72,000 into Roth in 2026. Here is how the strategy works and what can go wrong.

September 2, 2026
What Is Depreciation Recapture and How Can You Reduce It?
High-Earner Tax Planning

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?
High-Earner Tax Planning

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
What Is the September 15 Estimated Tax Deadline for 2026?
Tax Deadlines & Calendar

What Is the September 15 Estimated Tax Deadline for 2026?

The September 15 estimated tax deadline is Q3 payment day for high earners. Missing it triggers an 8% annualized IRS penalty that starts immediately.

August 17, 2026