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.
Browse by Topic
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.
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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