Tax Planning Resources & Insights
Audit-ready strategies and plain-English breakdowns from a Fort Worth tax advisor. Built for business owners and high earners who want to keep more of what they earn — legally, proactively, and with documentation that holds up.
The 2026 Tax Planning Guide for Business Owners
18 sections of audit-ready strategies — the Augusta Rule, S-Corp salary optimization, retirement deferrals, and the 2026 TCJA bracket changes every high earner needs to prepare for now.
Latest Insights
The Augusta Rule: Rent Your Home to Your Business Tax-Free
Section 280A lets you rent your home to your business for up to 14 days — tax-free to you, deductible to the company. Here's how it works, who qualifies, and how to document it correctly.
S-Corp Reasonable Compensation: Setting a Defensible Salary
Set your S-Corp salary too low and you invite an IRS reclassification; too high and you overpay. A practical framework for benchmarking, documenting, and defending your number.
The 2026 TCJA Sunset: What to Do Before December 31
Brackets revert, the standard deduction shrinks, and QBI expires. A clear action plan for business owners to accelerate income, lock in rates, and position before the calendar flips.
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These resources are provided for general informational purposes only and do not constitute tax, legal, or financial advice. Tax laws change frequently and individual situations vary. Consult a qualified tax professional before acting on any strategy.