Deep Tax Topic Guides
10 comprehensive pillar guides covering the highest-leverage tax topics for individuals and small businesses. Each guide pulls together the rules, strategies, common mistakes, and the forms and terms that go with the topic.
- Business
S-Corp Taxation
How S-Corp taxation works: pass-through income, reasonable salary rules, K-1 distributions, payroll taxes, and tax savings vs LLC sole proprietorship.
- Industry
Real Estate Investor Tax
How real estate investors minimize tax: depreciation, cost segregation, REPS, 1031 exchanges, short-term rental rules, and Section 121 strategies.
- Individual
Cryptocurrency Tax
How cryptocurrency is taxed in the US: capital gains, DeFi and staking income, NFT treatment, wash sale exemption, Form 8949, and IRS enforcement.
- IRS
IRS Resolution
How IRS resolution works: audit defense, CP2000, back taxes, Offer in Compromise, installment agreements, penalty abatement, and innocent spouse relief.
- International
International Tax & Expat
US international tax guide: expat returns, FBAR (FinCEN 114), FATCA Form 8938, foreign earned income exclusion, foreign tax credit, GILTI, and PFIC rules.
- Planning
Tax Planning
Proactive tax planning for individuals and small businesses: retirement, charitable giving, entity choice, capital gains, and year-end moves with real savings.
- Business
Small Business Tax
Tax guide for small business owners: entity choice, self-employment tax, deductions, retirement plans, payroll, sales tax, and quarterly estimates.
- Individual
Equity Compensation Tax
How equity compensation is taxed: RSUs at vesting, ISO AMT, NQSO exercise, ESPP dispositions, 83(b) elections, and QSBS. A guide for employees and founders.
- International
Expat & Nonresident Tax
How nonresident aliens and US newcomers are taxed: Form 1040-NR, ECI vs FDAP, 30% withholding, treaty rates, the substantial presence test, and FIRPTA.
- Planning
Retirement Tax Planning
How to cut taxes before and during retirement: Roth conversions, backdoor and mega backdoor Roth, RMDs under SECURE 2.0, QCDs, Social Security tax, and IRMAA.
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