Advisory Insights
Tax insights for complex decisions.
Advisory Insights brings together practical articles and tax updates from Weissgarber CPA on tax planning, business ownership, investments, real estate, and tax law changes.
Many of these topics are also shared through our newsletter and are collected here as an ongoing resource to help you better understand issues that may affect your tax situation and identify questions worth addressing before important decisions become final.
Featured Insights
A selection of planning topics relevant to individuals and business owners navigating increasingly complex tax situations.
How to Maximize the Section 199A Qualified Business Income Deduction
Understand how the QBI deduction works, who may qualify, and planning considerations that can affect the amount of the deduction available to business owners.
Selling Rental Property? Don't Overlook Suspended Passive Losses
A property sale may release passive losses that have accumulated over time. Learn why those losses should be considered before completing a rental property transaction.
Backdoor Roth IRA: Smart or Risky?
Backdoor Roth contributions can help higher-income taxpayers, but existing IRA balances and other tax considerations can create unexpected consequences.
Browse by Topic
Explore Advisory Insights by the tax issues most relevant to your situation.
Individual Tax Planning
Estimated taxes, deductions, charitable giving, family changes, tax credits, and other planning opportunities that can affect your individual tax position.
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Business Owner Tax
S corporations, QBI, depreciation, business purchases, compensation, deductions, and other tax considerations affecting closely held businesses and their owners.
Retirement and Benefits
IRAs, retirement plans, HSAs, contribution strategies, withdrawals, and other tax considerations involving retirement and employee benefits.
Explore Retirement and Benefits →
Real Estate Tax
Rental property, passive activity rules, property sales, depreciation, cost segregation, and other tax issues affecting real estate owners and investors.
Investment Tax
Stocks, cryptocurrency, digital assets, capital gains and losses, and other tax considerations involving investments and investment transactions.
Tax Law and IRS Updates
Significant tax-law changes, new deductions and credits, IRS developments, and other updates that may affect future tax planning.
Explore Tax Law and IRS Updates →
Filing and Compliance
Information reporting, filing requirements, BOI, penalties, international reporting, and other federal and state tax compliance matters.
Latest Insights
Read the latest articles and tax updates from Weissgarber CPA.
How to Maximize the Section 199A Qualified Business Income Deduction
Learn how the Section 199A Qualified Business Income deduction works, who qualifies, and tax planning strategies that may help maximize your deduction.
Section 179 vs. Bonus Depreciation: Which Tax Strategy Is Right for Your Business?
Learn the key differences between Section 179 and bonus depreciation, and how choosing the right strategy could reduce your business's tax bill.
Could Your Business Pay You Tax-Free Rent?
Learn how the Augusta Rule may allow business owners to receive tax-free rental income by renting their home to their business for qualifying meetings.
Year-End Vehicle Purchases: A Smart Way to Maximize 2025 Deductions
Save on taxes by purchasing a qualifying business vehicle before December 31, 2025 — SUVs, trucks, and smaller cars all offer unique benefits.
Six Powerful Year-End Tax Strategies for Business Owners
Smart year-end tax planning moves to lower your 2025 tax bill — six key steps business owners should take before December 31.
Independent Contractor Classification: Important Updates for Your Business
Staying compliant with independent contractor classification rules is crucial as new Department of Labor guidelines aim to limit contractor status. Learn about key criteria, risks of misclassification, and the steps your business can take to reduce potential liabilities.
S Corporation versus Sole Proprietorship - Maximize Your Tax Savings
Choosing between an S Corporation and a Sole Proprietorship can significantly impact your tax savings.
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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