Tax Strategy Insights

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

What Is Reasonable Compensation for an S-Corp Owner in 2026?
Business Owner Strategies

What Is Reasonable Compensation for an S-Corp Owner in 2026?

Reasonable compensation for S-corp owners must reflect real market wages. Here is how to set a defensible salary and protect your payroll tax savings in 2026.

August 15, 2026
How Do You Reduce Taxes on RSUs in 2026?
High-Earner Tax Planning

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
Can Your Child Have a Roth IRA in 2026?
High-Earner Tax Planning

Can Your Child Have a Roth IRA in 2026?

Any child with earned income can contribute to a custodial Roth IRA in 2026. Here is how the rules work and why it matters for high-income parents.

August 10, 2026
What Are the Roth Conversion Rules for High Earners in 2026?
Retirement Strategies

What Are the Roth Conversion Rules for High Earners in 2026?

Roth conversion rules have no income limit in 2026, so high earners can convert freely. Learn how tax brackets, IRMAA and the pro-rata rule affect your.

August 7, 2026
What Counts as Qualified Research Expenses for the R&D Credit?
R&D Tax Credits

What Counts as Qualified Research Expenses for the R&D Credit?

Qualified research expenses determine your R&D tax credit under IRC Section 41. Learn which costs count, what the four-part test requires, and how to avoid.

August 5, 2026
How Does Solar Depreciation Work for High Earners in 2026?
Solar Tax Strategies

How Does Solar Depreciation Work for High Earners in 2026?

Solar depreciation lets high-income investors front-load large ordinary income deductions. Here is how the math works and what to watch in 2026.

August 3, 2026
How Can High Earners Reduce Taxes in 2026?
High-Earner Tax Planning

How Can High Earners Reduce Taxes in 2026?

High earners in 2026 face federal rates up to 37% plus NIIT. These strategies may help reduce taxes before year-end deadlines close your options.

July 28, 2026
How Does the Short-Term Rental Loophole Work for High Earners?
High-Earner Tax Planning

How Does the Short-Term Rental Loophole Work for High Earners?

The short-term rental loophole lets high earners turn STR property losses into active income offsets. Learn who qualifies and how it works in 2026.

July 27, 2026
How Does a Roth Ladder Work for High Earners in 2026?
High-Earner Tax Planning

How Does a Roth Ladder Work for High Earners in 2026?

A Roth ladder converts traditional IRA funds into Roth IRA funds over several years. Learn how high earners can use it to cut future RMDs and build tax-free.

July 25, 2026