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.
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
Build a Smarter Tax Strategy Using Dividends
KEY TAKEAWAYS FOR YOUR TAX STRATEGY Dividend classification directly affects how much of your income you keep. Qualified dividends are taxed at long-term capital gains