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Tax Tips

27 guides in Tax Tips.

Tax Tips

The Step-Up in Basis: Why Your Heirs Won't Owe a Dime on Decades of Business Growth

When you die, your heirs inherit your business at today's fair market value — not what you paid for it. Here's what that means for capital gains.

Tax Tips

Your Opportunity Zone Deferral Expires December 31, 2026 — Even If You Haven't Sold a Thing

You invested in a Qualified Opportunity Fund. That deferred capital gain must be recognized by December 31, 2026. Here's what to do before year-end.

Tax Tips

You Own the Building. You Rent It to Your Business. The IRS Has a Trap for That.

If you own your building and rent it to your own business, the IRS applies a rule that traps your losses and taxes your income. Here's how to fix it.

Tax Tips

72.5 Cents Per Mile or Track Every Receipt: The Vehicle Deduction Decision You Can't Take Back

The 2026 IRS mileage rate is 72.5 cents per mile. But the method you choose in year one follows the car for life — here's how to pick the right one.

Tax Tips

You Have an Airbnb. Here's How the IRS Actually Taxes It.

Short-term rentals aren't taxed like regular rentals. Schedule E, Schedule C, the 7-day rule — here's what Airbnb and VRBO hosts actually need to know.

Tax Tips

New Car Loan Interest Deduction: What Business Owners Need to Know Before They Claim It

New $10,000 auto loan interest deduction for US-made vehicles: how it interacts with the business vehicle write-off for owners.

Tax Tips

You Don't Have to Hand the IRS a Six-Figure Check the Year You Sell Your Business

Taking the cash upfront when you sell can push your entire gain into the top bracket. An installment sale spreads it over years — but there's one catch.

Tax Tips

You're Halfway Through 2026. Here Are 5 Tax Moves to Make Before September.

Most business owners only think about taxes in April. Here are five moves to make now that can actually lower what you owe this year.

Tax Tips

The 0% Capital Gains Rate Is Real — and Most Business Owners Never Use It

In 2026, married couples can sell appreciated investments at zero federal capital gains tax if taxable income stays under $98,900. Here's how it works.

Tax Tips

Married Filing Jointly vs. Separately: What Business Owners Actually Need to Know

MFJ saves most couples money. But for business owners, three specific scenarios flip the math — and most people never check.

Tax Tips

Your Business Had a Loss. Here's How the IRS Lets You Use It — and Where It Stops.

Net operating losses carry forward indefinitely, but you can only use 80% of taxable income per year. Here's what that means for your future tax bills.

Tax Tips

New York Business Owners Got a SALT Break This Year. Most of Them Are Still Missing the Better Move.

The SALT cap jumped from $10K to $40,400 in 2026. But for NY S-Corps and partnerships, New York's PTET often beats it — and most owners haven't elected it.

Tax Tips

The Home Office Deduction: What Self-Employed Owners Can Actually Claim — and What Kills It

Work from home as a sole proprietor? Part of your rent and utilities is deductible. How the home office deduction works and what disqualifies it.

Tax Tips

The 1031 Exchange: How Real Estate Investors Defer a Tax Bill That Would Otherwise Run Six Figures

Roll investment property proceeds into a new property and defer the capital gains tax. Here's how a 1031 exchange works and where investors blow it.

Tax Tips

Cost Segregation: How Business Property Owners Cut Decades Off Their Depreciation Schedule

A cost segregation study can reclassify 20–40% of a commercial building's cost into shorter-lived property, generating six-figure first-year deductions.

Tax Tips

You Wrote It Off at 100%. Now You're Selling It — Meet Depreciation Recapture.

Wrote the truck off at 100%? When you sell it or business use drops below 50%, the IRS recaptures that depreciation as ordinary income. The math.

Tax Tips

The IRS Will Cover Up to $5,000 a Year of the Cost of Setting Up Your Team's Retirement Plan

Have employees? SECURE 2.0 covers up to 100% of the cost of starting a retirement plan — $5,000 a year for three years — plus a contribution credit.

Tax Tips

You Can Deduct the Money You Spent Before the Business Even Opened

Spent money getting a business off the ground? Up to $5,000 of startup costs is deductible year one — and the rest isn't lost, it's amortized.

Tax Tips

Writing Off Business Travel: What You Can Actually Deduct — and What Gets the Trip Thrown Out

Transportation and lodging are 100% deductible, meals 50% — but only if the trip is really for business. The real rules on business travel write-offs.

Tax Tips

Why Your Rental Losses Are Trapped — and the Two Ways to Free Them

Rental losses can wipe out other income, but passive-activity rules usually lock them up. Here are the only ways to actually use them against your W-2.

Tax Tips

Writing Off a Business Vehicle: The 6,000-Pound Rule and the Luxury-Car Trap

How to actually write off a business vehicle in 2026 — the 6,000-lb GVWR rule, the luxury-car caps, and mileage vs. actual, with the real dollar math.

Tax Tips

The Long Island Small Business Owner's Year-Round Tax Checklist

Bookkeeping, quarterly estimates, entity choice, and planning — the year-round tax habits that keep Long Island small business owners out of trouble.

Tax Tips

Quarterly Taxes for NYC Freelancers and Creators: A No-Panic Guide

1099 income, quarterly estimates, deductions, and when an S-corp makes sense — a calm, practical tax guide for NYC freelancers and creators.

Tax Tips

The Augusta Rule: Rent Your Home to Your Own Business for Up to 14 Tax-Free Days

Rent your home to your own business up to 14 days a year and the rent is tax-free to you, deductible to the business. The rules, limits, and math.

Tax Tips

Filing a Tax Extension Isn't a Red Flag — It's Often the Smart Move

An extension buys six more months to file — not to pay. What it actually does, what it doesn't, and why smart business owners use one on purpose.

Tax Tips

Tax Planning Is Not Tax Preparation

Your preparer files the return. A planner sees April coming in October. The difference — and why it matters most for business owners.

Tax Tips

100% Bonus Depreciation Is Permanent Again: What It Changes for 2026 Equipment Buys

100% bonus depreciation is permanent again under the OBBBA. What qualifies, how it pairs with Section 179, and the acquisition-date trap to watch.