Tax Strategist vs. CPA: What Is Actually Different
"CPA" and "tax strategist" get used as if they describe the same job. They do not, and the confusion costs business owners a great deal of money.
Tax Strategy Blog: Page 35
1236 articles for business owners and real estate investors. Page 35 of 35.
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Showing articles 1225–1236 of 1236.
I Fired My CPA. What Do I Do Next?
Firing your CPA is usually the easy part. What comes next determines whether the change actually improves anything.
C-Corp Tax Strategy for Business Owners: The 21% Rate Advantage (2026)
How business owners use a C-Corp at the flat 21% rate: income shifting, the closely held corporation exception under IRC 469(a)(2), tax-free MERP medical...
S-Corp Tax Optimization: Everything Business Owners Need to Know (2026)
The complete 2026 guide to S-Corp tax optimization: when to elect, reasonable compensation, the QBI deduction, retirement plan stacking, accountable plans...
Short-Term Rental Tax Strategy: The Complete Guide to the STR Loophole (2026)
The complete 2026 guide to short-term rental tax strategy: the 7-day rule under IRC 469, material participation tests, cost segregation for STRs, offsetting W-2...
How to Report Cost Segregation on a Tax Return (2026)
Learn how to report cost segregation on a tax return using Form 4562, the correct activity schedule, and Form 3115 when a lookback change applies.
The 1031 Exchange Timeline: 45-Day Identification and 180-Day Closing Rules
Learn when the 45- and 180-day 1031 clocks start, when identification locks, and what to do if a replacement deal falls through after Day 45.
Short-Term Rental Tax Strategies in Amended Returns, Maximize Deductions While Avoiding Audit Triggers
Learn how STR owners can maximize deductions through amended returns using cost segregation, bonus depreciation, and material participation, while avoiding...
Qualified Intermediary vs EAT: Understanding the Two Key Players in a 1031 Exchange
Understand the difference between a Qualified Intermediary and an Exchange Accommodation Titleholder in 1031 exchanges.
Improvement 1031 Exchanges: How to Build Value Before You Close
How improvement 1031 exchanges allow real estate investors to use exchange proceeds to renovate or construct on replacement property.
Exchange Accommodation Titleholder (EAT): The Complete Guide for Real Estate Investors
Learn how Exchange Accommodation Titleholders (EATs) facilitate reverse and improvement 1031 exchanges. Complete guide covering Rev. Proc.
Cost Segregation for Medical and Dental Practice Buildings
A practice-owner checklist for self-rental losses, ownership mismatches, shared tenant space and cost-seg implementation.