Passive vs. Nonpassive Income: How It Affects Taxes, Losses, and Bonus Depreciation
Learn the difference between passive vs. nonpassive income, IRS passive activity rules, and how a smart tax strategy can unlock bonus depreciation, maximize deductions, and avoid passive loss limitations.
Donor-Advised Funds: A Smart Tax Strategy
High-income earners are increasingly using donor-advised funds (DAFs) as a strategic tool to reduce taxes while maintaining control over their charitable giving.
Why QSBS Doesn’t Work for Physician Practices (and What to Do Instead)
Why QSBS doesn’t work for physician practices is a critical concept physicians must understand before implementing any advanced tax strategy.
CFO Services for Business Growth: Why Understanding Your Financial Numbers Matters
The real challenge is understanding where that revenue is going and how it is actually impacting your bottom line. Without that clarity, growth can feel chaotic rather than controlled.
LLC vs. Limited Partnership: Choosing the Right Business Structure
LLC vs. Limited Partnership: Choosing the Right Business Structure for Your Investment Key Takeaways Business Structure Start with the end in mind: Just like constructing a building, the entity you choose must match its intended use—LLCs are best for operating businesses, while LPs are designed for investment structures with passive partners. […]
PTET and Tax Strategy in 2026: Navigating the New SALT Landscape
by Elizabeth Brown and Hank Winston KEY TAKEAWAYS FOR TAX STRATEGIES PTET is a core tax strategy tool in 2026. It allows S-Corps and partnerships
Legacy Planning: Advanced Strategies for Preserving Wealth
KEY TAKEAWAYS OF LEGACY PLANNING: Wealth transfer should be intentional, not assumed. Without a clear plan, assets—especially businesses—can lose value or become fragmented across generations.
Designing a Tax Strategy Using the Investment Tax Credit (ITC)
A Practical Guide for Business Owners and Project Sponsors KEY TAKEAWAY ITC directly reduces taxes — It can offset most federal tax liability, making it
Creating a Tax Strategy Using the Augusta Rule
by: Elizabeth Brown and Hank Winston KEY TAKEAWAYS The Augusta Rule creates a unique tax strategy by allowing you to shift business income to personal
Key Tax Strategies for the High Income Entrepreneur in 2026
KEY TAKEAWAY Structure drives outcomes with the best tax strategies. The right entity choice, combined with proactive planning for income, distributions, and exit strategy, can