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.
Form 1099-DA in 2026: What Crypto Investors Need to Know
Form 1099-DA is now part of federal digital asset reporting. Learn what crypto investors should expect in 2026, when cost basis will be reported, and why keeping your own transaction records remains important.
U.S. Taxes While Living Abroad in 2026: What Americans Need to Know
Americans living abroad generally remain subject to U.S. tax and filing requirements. Learn how the Foreign Earned Income Exclusion, foreign tax credits, FBAR, Form 8938, and other international rules may apply.
2026 1099 Reporting Changes: What Businesses Need to Know
Beginning in 2026, the Form 1099 reporting threshold for many contractor payments increases to $2,000. Here’s what business owners should know about the new 1099-NEC and 1099-K rules.
BOI Reporting in 2026: U.S. Companies Are Exempt
U.S. companies are now exempt from Beneficial Ownership Information reporting under FinCEN’s final rule. Learn who is exempt and which foreign entities may still need to file.
Corporate Transparency Act in 2026: What U.S. Business Owners Need to Know
The Corporate Transparency Act has changed significantly. U.S. companies are now exempt from BOI reporting, while certain foreign entities may still have filing requirements.
BOI Reporting Rules Have Changed: What U.S. Businesses Need to Know in 2026
Upcoming deadlines for BOI reporting are fast approaching for U.S. businesses. Ensure compliance by understanding key requirements and avoid costly penalties. Learn which entities need to file, important dates, and recent updates from FinCEN.
IRS Penalty Relief in 2026: Options for Reducing Common Tax Penalties
Learn how IRS penalty relief works in 2026, including the new Automatic Exemption from Penalty, reasonable cause relief, and options for small partnerships.
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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