Non-Compete Agreement Allocation: A Powerful Tax Tool in Business Sales
When a business owner sells a company, the total purchase price rarely flows into a single tax category.
Tax Strategy Blog: Page 33
1236 articles for business owners and real estate investors. Page 33 of 35.
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Showing articles 1153–1188 of 1236.
Using Qualified Opportunity Zones to Defer Capital Gains on Your Business Sale
Selling a business often generates a substantial capital gain, and without proactive planning.
Solo 401(k) Maximum Contributions for 2026
How much you can put into a solo 401(k) in 2026, how the employee and employer pieces are calculated for an S-Corp versus a sole proprietor, and the deadlines...
Shareholder Basis Tracking: The Exit Planning Step Most Owners Skip
When business owners begin planning for an exit, the conversation typically focuses on valuation multiples, deal structure, and buyer qualification.
What the One Big Beautiful Bill Act Means for Business Owners in 2026
Review 2026 OBBBA rules: 20% QBI, a $40,400 SALT cap before phase-down, Section 179 limits, and bonus-depreciation eligibility for business owners.
How to Clean Up Your Books Before Selling Your Business
The financial records of your business tell a story, and when you are preparing to sell, that story needs to be clear, credible, and compelling.
Stock Sale vs Asset Sale: The Tax Decision That Can Cost You Hundreds of Thousands
When the time comes to sell your business, few decisions carry as much financial weight as the choice between structuring the transaction as a stock sale.
IRC 1060 Asset Classification: What Every Business Seller Needs to Know
Review the seven IRC 1060 asset classes, goodwill and recapture rules, Form 8594, and the records to prepare before signing a business asset sale.
How Purchase Price Allocation Can Save You Six Figures When Selling Your Business
When a business owner finally reaches the closing table, the last thing on their mind is usually how the purchase price gets divided among the company's.
Cash Balance Plans for S-Corp Owners: A Practical Guide
A cash balance plan layered on a 401(k) can push an S-Corp owner's pre-tax retirement contributions past $300,000.
Using Short-Term Rental Losses to Offset Physician W-2 Income
Physicians face few options for reducing W-2 tax. The short-term rental strategy is one of the last that works.
How to Track Material Participation Hours (With a Template That Holds Up)
Material participation cases are almost never lost on the law. They are lost on the record.
Case Study: Multi-Property Portfolio Restructuring Saves $200K+
For multi-property real estate investors, understanding a detailed case study of portfolio-level tax optimization is not optional, it is essential.
The Discovery Call: What to Expect When You Talk to AE Tax Advisors
For prospective clients considering AE Tax Advisors, understanding the discovery call process is not optional, it is essential for minimizing your tax burden.
Tax Strategies the Top 1% of Real Estate Investors Use
For ambitious real estate investors, understanding advanced strategies used by the most sophisticated investors is not optional, it is essential.
How Much Should You Budget for Tax Advisory?
Build a tax advisory budget around your decision, required work and written quote. Compare preparation, focused review and coordinated planning scopes.
When to Fire Your CPA: 7 Red Flags
For real estate investors evaluating their current tax professional, understanding warning signs that your CPA is costing you money is not optional.
How to Evaluate a Cost Segregation Study
For real estate investors reviewing cost segregation proposals or completed studies, understanding quality evaluation criteria is not optional.
The Real Estate Investor's Annual Tax Calendar
Key tax deadlines, planning milestones, and action items for real estate investors throughout the year.
Insurance, Entity Structure, and Asset Protection: The Complete Guide
For real estate investors seeking comprehensive asset protection, understanding integrating insurance, entities, and legal strategies is not optional.
How STR Operators Are Beating Traditional Landlords on Taxes
For short-term rental operators and traditional landlords, understanding the tax advantages of STR over LTR is not optional, it is essential for minimizing.
Building a Tax-Efficient Portfolio from Scratch
For new and early-stage real estate investors, understanding building a portfolio optimized for tax efficiency is not optional, it is essential for minimizing.
Why the Best Real Estate Investors Hire Tax Strategists, Not Just CPAs
For successful real estate investors, understanding the competitive advantage of proactive tax strategy is not optional, it is essential for minimizing.
What to Look for in a Real Estate Tax Advisor
For real estate investors evaluating tax advisory firms, understanding selecting the right tax advisor is not optional, it is essential for minimizing.
Short-Term Rental Tax Strategy for First-Time Investors
A plain-English walkthrough of the STR tax strategy for first-time investors: what has to be true for it to work, what to do before you buy, and the mistakes...
From $62K Tax Bill to $0: A Real Estate Investor's Story
For high-income professionals considering real estate tax strategy, understanding a case study of complete tax elimination is not optional, it is essential.
The First-Year Investor's Guide to Tax-Optimized Real Estate
For new real estate investors, understanding setting up your first investment for tax efficiency is not optional, it is essential for minimizing your tax.
Year-End Tax Planning Checklist for Real Estate Investors
For real estate investors preparing for year-end, understanding year-end tax planning actions is not optional, it is essential for minimizing your tax burden.
How One Investor Saved $127K with a Single Cost Segregation Study
For real estate investors considering cost segregation , understanding a detailed case study showing real-world savings is not optional, it is essential.
Tax Planning for Real Estate Portfolios Over $5M
For real estate investors with portfolios exceeding $5 million, understanding advanced tax strategies for large portfolios is not optional, it is essential.
Depreciation Recapture Planning: Do Not Get Caught Off Guard
Depreciation recapture under IRC Section 1250 can create a significant tax bill when you sell. Here is how to plan for it and minimize the impact.
QBI Deduction Optimization for Real Estate
For real estate investors and business owners, understanding maximizing the 20% QBI deduction is not optional, it is essential for minimizing your tax burden.
1031 Exchange Alternatives: What to Do When You Cannot Defer
For real estate investors selling properties without 1031 exchange options, understanding alternatives to 1031 exchanges is not optional, it is essential.
Tax Strategies for Airbnb and VRBO Operators
For short-term rental operators on Airbnb and VRBO platforms, understanding STR-specific tax optimization is not optional, it is essential for minimizing.
How to Structure LLCs for Maximum Asset Protection and Tax Benefit
For real estate investors seeking asset protection and tax efficiency, understanding LLC structuring strategies is not optional, it is essential.
Lookback Depreciation: Recovering Years of Missed Deductions
For real estate investors whose prior CPAs missed depreciation opportunities, understanding lookback analysis and recovery is not optional, it is essential.