Advisory Insights
Tax insights for complex decisions.
Practical articles and tax updates from Weissgarber CPA covering tax planning, business ownership, investments, real estate, retirement, and changes in tax law. Explore issues that may affect your tax position before important financial decisions are made.
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Explore tax planning insights by topic.
Individual Tax Planning →
Estimated taxes, deductions, charitable giving, family changes, credits, and other planning opportunities.
Equity Compensation →
RSUs, stock options, AMT, withholding, and tax planning for equity-based compensation.
Business Owner Tax →
S corporations, QBI, depreciation, compensation, business purchases, deductions, and entity planning.
Investment Tax →
Stocks, digital assets, capital gains and losses, and other tax considerations involving investments.
Real Estate Tax →
Rental property, passive activity rules, property sales, depreciation, and cost segregation.
Retirement and Benefits →
IRAs, retirement plans, HSAs, contributions, withdrawals, and employee-benefit tax planning.
Tax Law and IRS Updates →
Important tax law changes, new deductions and credits, IRS developments, and planning updates.
Filing and Compliance →
Information reporting, filing requirements, BOI, penalties, international reporting, and other compliance matters.
Latest Insights
Read the latest articles and tax updates from Weissgarber CPA.
Six Year-End Tax Strategies for Business Owners in 2026
Year-end gives business owners an opportunity to review income, expenses, retirement contributions, major purchases, and other tax decisions while there is still time to act. Here are six strategies to consider for 2026.
Year-End Business Vehicle Purchases: Tax Deductions for 2026
Business vehicle purchases can create valuable tax deductions, but the result depends on business use, vehicle type, Section 179, bonus depreciation, and timing. Review the key 2026 rules before buying.
Retirement Plan Options for Business Owners in 2026
Choosing the right retirement plan can create meaningful tax savings while building long-term retirement assets. Compare four options for business owners in 2026.
How to Maximize the Section 199A Qualified Business Income Deduction in 2026
The Section 199A QBI deduction can provide substantial tax savings for owners of pass-through businesses. Learn how 2026 income thresholds, S corporation wages, SSTB limitations, retirement planning, and other factors can affect the deduction.
How to Avoid Estimated Tax Underpayment Penalties in 2026
Proactive planning can often avoid estimated tax penalties. Learn how the 2026 safe-harbor rules, withholding, estimated payments, and tax projections can help reduce unexpected penalties.
Smart Year-End Crypto Tax Strategies for 2026
Crypto investors should review gains, losses, cost basis, charitable giving, gifting, and estimated taxes before year-end. Learn the key 2026 tax-planning considerations for digital assets.
Equity Compensation and Estimated Taxes: How to Avoid a Surprise Tax Bill
RSU vesting, stock options, bonuses, and investment gains can create significant tax underpayments even when taxes are withheld. Learn when a tax projection may help prevent an unexpected balance due.
Incentive Stock Options vs. Nonqualified Stock Options: Understanding the Tax Differences
ISOs and nonqualified stock options can create very different tax results. Learn how exercise timing, AMT, holding periods, cash flow, and future stock sales affect the analysis.
RSU Tax Planning: What to Know Before a Large Vest
A large RSU vest can increase taxable wages, create withholding shortfalls, and affect other taxes. Learn what to review before and after significant restricted stock units vest.
Advisory Insights is provided for general educational purposes only and is not intended as individualized tax, legal, investment, or financial advice. Tax consequences depend on individual facts and circumstances.
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