Tax Strategies

Learn how quarterly estimated taxes work for small business owners, including who pays, safe harbor rules, due dates, and cash flow planning tips.

Learn proactive tax planning for small business owners, including S corp strategies, deductions, retirement plans, and year-round ways to reduce taxes.

Learn some of the most important 2026 tax changes for small businesses including updates to the QBI deduction, excess business loss limitations, employer credits, reporting thresholds, and pass-through tax planning strategies. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Key Takeaways Enhancements to the QBI deduction and expanded phase-in ranges may allow more pass-through business owners to benefit from the 20% deduction The excess business loss

Learn how real estate professional status (REPS) works, including qualification rules, material participation requirements, and documentation expectations. Understand when rental losses may be treated as nonpassive and how the IRS evaluates eligibility. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Key Takeaways Rental real estate is generally treated as a passive activity unless specific requirements are met To qualify for REPS you must spend more t

Learn some of the most important 2026 tax law changes for individuals, including updates to deductions, charitable giving rules, 529 plans, AMT, and estate tax exemptions. Understand what these changes mean for your 2026 tax planning. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Key Takeaways Several 2026 tax law changes may impact how individuals plan for deductions, education savings, and estate transfers The law expands certain tax benefits (lik

Compare SEP IRA, SIMPLE IRA, and Solo 401(k) plans for 2026. Learn contribution limits, eligibility rules, and which retirement plan may fit your small business or self-employment income. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Key Takeaways SEP IRAs, SIMPLE IRAs, and Solo 401(k) plans are three common retirement options for small business owners, each with different contribution structures and requirements SEP IRAs offer simplicity and flexib

Cost segregation studies may help real estate investors accelerate depreciation, increase early tax deductions, and improve cash flow. Learn how they work, who benefits most, and key considerations including bonus depreciation and recapture. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Key Takeaways Cost segregation studies may allow certain building components to be depreciated over shorter recovery periods, accelerating tax deductions. Larger upfr

Learn key OBBBA tax changes for real estate investors including bonus depreciation, QBI updates, business interest deductions, Opportunity Zone changes, and estate planning strategies. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Key Takeaways 100% bonus depreciation is restored under current law, which may allow real estate investors to accelerate deductions on qualifying property through cost segregation strategies The Section 163(j) interest lim

Learn how Solo 401(k) plans work in 2026, including contribution limits, tax benefits, eligibility rules, and key deadlines for small business owners. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Key Takeaways A Solo 401(k) is designed for self-employed individuals and business owners with no employees (other than a spouse), and may allow for higher contribution flexibility compared to other retirement plans In 2026, total contributions may reach up

Learn some of the most important 2025 tax changes for individuals, including new deductions, SALT limits, and updated tax credits. Understand how these updates may impact your tax return. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Key Takeaways Several 2025 tax law changes may impact how individual tax returns are calculated Tax rates and the standard deduction have been extended under the new legislation New deductions for individuals age 65+, ti

Learn some of the most important 2025 tax changes for small business owners, including updates to Section 179, bonus depreciation, R&D expensing, and interest deductions. Understand how these changes may impact your tax return and planning strategies for 2025 and beyond. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Key Takeaways Several 2025 tax law changes for small businesses increase immediate expensing opportunities, including higher Section 179