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.
2026 SALT Deduction: Higher Cap and Income Phaseout
The SALT deduction cap is significantly higher in 2026, but higher-income taxpayers may see the benefit phase out. Learn how the new limits work and where planning opportunities may exist.
2026 Charitable Giving Tax Changes: What Donors Should Know
Charitable giving rules changed significantly in 2026. Learn how the new non-itemizer deduction, 0.5% AGI floor, higher-income limitations, and giving strategies may affect your tax planning.
Clean Energy Tax Credits in 2026: What Has Expired and What Remains
Many federal clean energy tax incentives ended earlier than expected. Learn which credits have expired in 2026 and which incentives may still be available.
2026 Tax Law Changes: Key Deductions and Credits for Individuals
Several important tax rules changed for 2026. Learn about new deductions, expanded credits, SALT changes, and other provisions that may affect your tax planning.
Key TCJA Tax Provisions Made Permanent: What It Means for Long-Term Planning
Key provisions of the Tax Cuts and Jobs Act are now permanent, creating greater certainty for multi-year tax planning. Learn what changed and why it matters.
2026 Business Tax Planning: Key Rules Business Owners Should Revisit
Several major business tax rules changed after 2025. Learn how permanent QBI, 100% bonus depreciation, Section 179, and entity structure may affect your 2026 tax strategy.
2026 Tax Brackets and Inflation Adjustments: Key Changes
See the 2026 federal income tax brackets, standard deduction amounts, and updated retirement contribution limits, along with why these inflation adjustments matter for tax planning.
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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