30
May
California Pass-Through Entity Tax Deduction
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By
Jason Watson
Key Takeaways
Model the PTET Prepayment Before June 15. California’s PTET prepayment is based on last year’s tax, not this year’s ...
26
Feb
Niche Assets and Advanced Tax Strategies: Moving Beyond the Basics
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By
Overview of Niche Asset Investments
Depreciation Is a First-Year Sugar High. The massive deduction usually happens in year one tha...
25
Jan
Cost Segregation: When Fully Engineered Still Wins
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By
Overview of Engineered Cost Segregation
Cost segregation is a spectrum. DIY, enhanced residual, and fully engineered studies all h...
24
Jan
Cost Segregation: Mixing High Tech With Sticks And Bricks
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By
Overview of High Tech Cost Segregation
The Goldilocks problem. Cost segregation has long been a choice between “expensive but thor...
01
Jan
Don’t Apologize for Making Money: How to Offset Your Liquidity Event
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By
Overview of Offsetting High Income
High income isn’t a problem, it’s leverage. A big tax bill usually means a liquidity event happ...
05
Dec
One Big Beautiful Bill Act + SECURE Act 2.0
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By
Overview of OBBBA and SECURE Act 2.0
100% bonus depreciation is back and it’s loud. From January 19, 2025 through 2030, full bonus...
02
Dec
Why WCG CPAs & Advisors Is Different (Planning-First CPA Firm for Real People)
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By
Overview of Why WCG Is The CPA Firm For You
The missing middle needs real advisors, not form-fillers. Most firms either sell cheap...
23
Nov
Tax Strategies for High-Income W-2 Earners: Smart Ways to Reduce Taxable Income
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By
Overview of How to Reduce Taxable Income
STRs Are the Heavyweight Champion. Short-term rentals with material participation remain ...
20
Nov
Short-Term Rentals Are a Real Business: Why Success Requires More Than a Good Property
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By
Overview of Short-Term Rental as a Business
STRs are real businesses, not real estate hobbies. They require daily decisions, real ...
02
Nov
Mileage Myths Busted: Khan v. Commissioner Puts Landlords and Small Businesses on Notice
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By
Overview of Mileage Logs and Substantiation
Strict really means strict. The Tax Court wasn’t being poetic — IRC 274(d) requires ex...
