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.
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.
Cost Segregation in 2026: Accelerating Real Estate Depreciation
Cost segregation can accelerate depreciation deductions by identifying shorter-life components within rental and commercial real estate. Learn how permanent 100% bonus depreciation makes the strategy particularly relevant in 2026.
HSA Planning in 2026: How to Make the Most of a Health Savings Account
Health Savings Accounts can provide valuable tax benefits for eligible individuals. Learn the 2026 contribution limits, expanded eligibility rules, and strategies for using an HSA for both current and future healthcare costs.
Marriage, Divorce & Family Tax Planning: Year-End Moves for 2026
Review key year-end tax strategies for marriage, divorce, and family planning to make the most of 2025’s tax-saving opportunities.
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.
Backdoor Roth IRA: How It Works and What to Watch For
A Backdoor Roth IRA can help higher-income taxpayers build tax-free retirement savings, but existing IRA balances can complicate the strategy. Learn what to review before converting.
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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