Last updated: January 30, 2026 If you’re a business owner earning too much to contribute directly to a Roth IRA, the Backdoor Roth IRA and Mega Backdoor Roth
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Maximizing QBI Deduction for S-Corps: 2026 Strategies
The 20% Qualified Business Income deduction is one of the most valuable tax breaks available to S-Corp owners. And as of July 2025, it’s permanent. But here’s what
Real Estate Partnership Tax Planning: Strategies for Investors and Property Owners
Partnerships dominate real estate investing for good reason. The combination of pass-through taxation, debt basis rules, and flexible profit sharing makes partnerships the preferred structure for everything from
S-Corp vs Partnership: Complete Tax Comparison for 2026
Both S-Corporations and partnerships are pass-through entities. Neither pays federal income tax at the entity level. Income flows through to the owners’ personal returns. But the similarities end
S-Corp Tax Planning: Salary, Retirement & Savings Strategies
Key Takeaways S-Corp tax planning centers on balancing reasonable salary with distributions to minimize self-employment tax The QBI deduction (now permanent under OBBBA) adds complexity: higher W-2 wages
Year-End Tax Planning Checklist for Business Owners (2026)
Key Takeaways The best tax planning happens October through December, not during tax season Equipment purchases, retirement contributions, and income timing decisions lock in on December 31st S-Corp
Quarterly Tax Planning Checklist for Business Owners
Key Takeaways Tax planning is year-round work, not a December scramble Q1 focuses on entity elections and prior year cleanup Q2 is for mid-year review and estimated payment
S-Corp Reasonable Salary: How to Set It Right (2026 Guide)
Key Takeaways Reasonable salary must be “reasonable for the services performed,” not a specific percentage IRS looks at industry comparables, time worked, experience, and business profitability Too-low salary
QBI Deduction Planning: Maximizing Your 20% Pass-Through Deduction (2026)
Key Takeaways The QBI deduction (Section 199A) is now permanent under the OBBBA, providing long-term planning stability 2026 thresholds: $203,000 single / $406,000 MFJ before limitations apply New
Partnership Tax Planning: Allocations, Distributions & Strategies
Key Takeaways Partnership tax planning requires coordinating multiple partners’ individual tax situations The choice between guaranteed payments and distributions has significant tax implications Special allocations can shift income