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.
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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.
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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.
Clean Energy Tax Incentives Are Phasing Out: Act Before These Key Deadlines
Explore which clean energy tax credits are ending soon. Learn key 2025–2028 deadlines for solar, EVs, home upgrades, and business incentives.
New 2025 Tax Deductions & Credits: Key Opportunities Through 2028
Explore the latest 2025 tax breaks, including expanded SALT deductions, new auto loan interest and tip income deductions, senior tax relief, and enhanced child tax credits. Plan ahead—most expire by 2028.
TCJA Tax Cuts Made Permanent: What It Means for Your Long-Term Tax Strategy
The 2025 tax bill extends key TCJA provisions—lower brackets, higher deductions, and AMT relief. Learn how this impacts multi-year tax and investment planning.
Preparing for Change: How the Expiring TCJA Provisions Could Impact Your Taxes
Key provisions of the Tax Cuts and Jobs Act are expiring in 2025, potentially impacting your tax liability. Discover actionable strategies to prepare for higher tax rates, maximize deductions, and adjust your tax planning to stay ahead of the changes.
2024 Tax Updates: Inflation Adjustments Compared to 2023
As we move into 2024, understanding the new inflation adjustments is essential for smart tax planning. This article provides a clear, side-by-side comparison of key changes from 2023, including updates to standard deductions, federal income tax brackets, and retirement contribution limits. With increases across all filing statuses and new income thresholds, these adjustments present opportunities to optimize your tax strategies. Dive in to see how these changes may impact your financial planning this year.
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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