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The strategy library

Every strategy guide we've written, in one place — real mechanics, real numbers, and who each one actually fits. Looking for honest reviews of strategies being aggressively marketed to you? See our pitch reviews instead.

Business owners & S-corps

The S-corp election: when it saves money and when it doesn't

Reasonable salary for S-corp owners

S-corp vs. LLC

When NOT to elect S-corp status

Late S-corp election: fixing a missed Form 2553

Self-employed health insurance for S-corp owners

The accountable plan

The Augusta rule

The family management company

Hiring your children

S-corp & payroll for agency owners

1099 side income & the S-corp question

PTET elections: getting around the SALT cap New

ESOP planning New

Qualified small business stock (§1202) New

Business purchase price allocation New

Installment sales New

Real estate investors

Cost segregation studies

The short-term rental loophole

Short-term vs. long-term rental taxation

Real estate professional status (REPS)

1031 exchanges

Passive loss planning

Retirement & tax-advantaged savings

The Solo 401(k)

Solo 401(k) vs. SEP-IRA

Mega backdoor Roth

Backdoor Roth IRA

Cash balance & defined benefit plans New

HSA as a stealth retirement account

Retirement stacking for solo marketers

Profit sharing plans for businesses with employees New

Consultants, freelancers & agencies

Home office + accountable plan for consultants

Home studio, gear & software write-offs

Contractor vs. employee for VAs and freelancers

Subcontractors vs. employees

QBI for marketers: the SSTB question

QBI (Section 199A) optimization

Multi-state & sales tax nexus for digital services

Locum tenens taxes

Charitable giving & wealth transfer

Donor-advised funds New

Charitable bunching & donor-advised funds

Charitable remainder trusts New

Gifting appreciated assets to family New

Conservation land donations (non-syndicated) New

Credits, deductions & deadlines

The R&D tax credit New

Section 179 & bonus depreciation

Quarterly estimates & safe harbor

The Work Opportunity Tax Credit New

Business energy tax credits New

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