Tax Planning

Strategies to lower next year's tax bill before it arrives.

QSBS in 2026: The $15M Exclusion, $75M Asset Cap, and New 3-Year Tiers
Tax PlanningAug 4, 2026

QSBS in 2026: The $15M Exclusion, $75M Asset Cap, and New 3-Year Tiers

QSBS (2026): stock issued after July 4, 2025 can exclude up to $15M of gain on a new 50/75/100% schedule at 3/4/5 years. Two regimes, $75M asset cap.

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S Corp Reasonable Salary (2026): IRS Rules and Benchmarks
Tax PlanningJul 30, 2026

S Corp Reasonable Salary (2026): IRS Rules and Benchmarks

No IRS percentage exists for S corp salary. Use market data: BLS medians ($101,860 consultants, $50,670 bookkeepers), 9 IRS factors. $65k on $120k saves $7,110.

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How Much to Set Aside for Taxes on 1099 Income (2026): Percentages by Income Level
Tax PlanningJul 21, 2026

How Much to Set Aside for Taxes on 1099 Income (2026): Percentages by Income Level

Set aside 25–30% of net 1099 income for 2026 taxes. Exact federal percentages at $30k, $60k, $100k and $150k, state add-ons, and when the rule fails.

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What Is Tax Liability and How to Calculate It (2026)
Tax PlanningJun 13, 2026

What Is Tax Liability and How to Calculate It (2026)

Tax liability is the total tax you owe for the year. Learn how to calculate yours in 2026 — income tax, self-employment tax, and what to subtract.

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Short-Term vs Long-Term Capital Gains Tax 2026: Rates, Rules, and Strategies
Tax PlanningMar 12, 2026

Short-Term vs Long-Term Capital Gains Tax 2026: Rates, Rules, and Strategies

Short-term vs long-term capital gains tax rates for 2026: holding period rules, rate thresholds, NIIT, netting rules, and strategies to reduce your tax bill.

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9 States With No Income Tax in 2026: What Business Owners Need to Know Before Relocating
Tax PlanningMar 11, 2026

9 States With No Income Tax in 2026: What Business Owners Need to Know Before Relocating

The 9 states with no income tax in 2026: Alaska, Florida, Nevada, NH, South Dakota, Tennessee, Texas, Washington, Wyoming. Taxes, nexus, and LLC rules.

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Crypto Tax Guide 2026: How Digital Assets Are Taxed, Reported, and Filed
Tax PlanningMar 9, 2026

Crypto Tax Guide 2026: How Digital Assets Are Taxed, Reported, and Filed

Complete 2026 crypto tax guide: capital gains rates, Form 8949, new 1099-DA reporting, staking/mining income, DeFi rules, and cost basis requirements.

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Wash Sale Rule 2026: How the 61-Day Window Works and How to Avoid It
Tax PlanningMar 4, 2026

Wash Sale Rule 2026: How the 61-Day Window Works and How to Avoid It

The wash sale rule blocks your capital loss deduction if you rebuy the same security within 30 days. Here's how the 61-day window works in 2026.

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How Are Dividends Taxed in 2026: Qualified vs Ordinary Rates Explained
Tax PlanningMar 3, 2026

How Are Dividends Taxed in 2026: Qualified vs Ordinary Rates Explained

How dividends are taxed in 2026: qualified vs ordinary rates, holding period rules, S-corp distributions, NIIT, and reporting on your tax return.

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Depreciation Recapture 2026: Section 1245, Section 1250, and How to Calculate What You Owe
Tax PlanningFeb 19, 2026

Depreciation Recapture 2026: Section 1245, Section 1250, and How to Calculate What You Owe

Depreciation recapture explained for 2026: Section 1245 vs 1250 rules, Form 4797 reporting, how to calculate recapture tax, and strategies to minimize it.

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2025 Tax Year in Review: What Changed for Small Businesses
Tax PlanningDec 17, 2025

2025 Tax Year in Review: What Changed for Small Businesses

QBI deduction made permanent. SALT cap quadrupled. Tips exemption up to $25K. BOI suspended after legal chaos. Here's everything that changed for small businesses in 2025—and what it means for 2026.

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App Store Revenue Recognition Guide: Tax Strategies for Founders
Tax PlanningAug 20, 2025

App Store Revenue Recognition Guide: Tax Strategies for Founders

App Store Revenue Recognition: The Complete Founder's Guide to Getting It Right

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