How Does the Augusta Rule Work for Business Owners?
The Augusta Rule lets S-Corp owners rent their home to their business for up to 14 days and exclude that income from their federal return. Here is how it works.
July 24, 2026
Tax Strategy Insights
Articles, updates, and wealth-building strategies for high-income earners, business owners, and investors.
What Is the Cash Balance Plan Deadline for 2026?
The 2026 cash balance plan deadline is December 31 for plan adoption. Learn the key dates, contribution limits and mistakes to avoid before the window closes.
July 23, 2026
How Do Quarterly Estimated Tax Payments Work in 2026?
Learn who owes quarterly estimated tax payments in 2026, how to calculate the right amount, and which strategies may reduce your tax burden before each.
July 22, 2026
How Does the R&D Payroll Offset Work for Small Businesses?
The R&D payroll offset lets qualifying small businesses apply their research credit against employer Social Security taxes instead of waiting for income tax.
July 21, 2026
Is the Residential Energy Tax Credit Available in 2026?
The residential energy tax credit expired after 2025. Here is what ended, what still applies for business owners, and how to plan around it in 2026.
July 20, 2026
How Does AMT Apply to Incentive Stock Options in 2026?
Exercising incentive stock options can trigger the AMT. Learn how the calculation works in 2026 and what strategies may reduce your exposure before year end.
July 20, 2026
What Are the Real S Corp Benefits for High Earners in 2026?
S corp benefits can reduce self-employment tax for high-income earners by splitting income between a W-2 salary and shareholder distributions. Here is how it.
July 19, 2026
What Are the Backdoor Roth Limits for High Earners in 2026?
In 2026 high earners can still fund a Roth IRA using the backdoor method. Learn the income thresholds, contribution caps and key rules that apply this year.
July 19, 2026