Posted Monday, July 13, 2026
Strategy Spotlight
August 3, 2026
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How a $770,000 Tennessee Short-Term Rental Offsets Two High W-2 Incomes
August 3, 2026
Equipment Leasing Tax Deduction: The Seven-Day Rule the Opinion Letter Left Out
Sam A. from California brought a $1 million heavy equipment purchase to a tax strategy session with Rachael Weber, CPA,…
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July 16, 2026
When S Corp Income Drops 98%, the Payroll Plan Has to Change Too
David from Minnesota runs an Amazon FBA business structured as an S Corp. In 2024, the business generated $300,000 in…
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July 8, 2026
Short-Term Rental Feasibility: Building the Structure Before the Purchase
The Situation. Namasi from North Carolina came into this session with a strong rental portfolio, seven long-term rentals held in…
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July 8, 2026
Three Moves Left on the Table: HSA, Augusta Rule, and the STR Loophole
The Situation. Mike B. from Massachusetts runs a growing S Corp consulting business with gross profit tracking toward $500,000 for…
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July 7, 2026
A $119,000 Decision Built Around Residency Timing
The Situation. Roelof and Barb from Massachusetts came into their first planning session with WCG carrying a lot of moving…
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July 7, 2026
Strategy Spotlight: William S. from Colorado
The Situation. William S. from Colorado Springs was about to launch a window blinds franchise. He had financing mostly figured…
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July 6, 2026
Strategy Spotlight: Tax FOMO and the Cost Seg Math That Put It to Rest
The Situation. Nick B. from Texas is a high-income W-2 earner (base plus bonus, right around $320,000 annually) who recently…
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July 6, 2026
Buying the STR Is Not Enough: Hours, Cost Seg, and Bonus Depreciation by State
The Situation. Lyle W. from Washington is a high W-2 earner sitting at the 32% federal tax bracket.
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July 6, 2026
S-Corp Election and Getting the Health Insurance Piece Right in Year One
The Situation. Noah and Shree from Colorado are in their first full year running a digital services business on their…
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July 2, 2026
Protecting a Potential 8-Figure Exit with QSBS and an Irrevocable Trust
Jeff has been building businesses for decades. His current company, a data analytics firm with 70-80% margins and a $50…
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July 1, 2026
A High-Income W-2 Earner Gets His STR Strategy Confirmed Before the First Guest Checks In
The Situation Jason K. from New York came into a discovery meeting with Megan Oeltjenbruns, CPA, Partner at WCG CPAs…
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