Tax Strategy Blog for Business Owners

If you write the check for your long-term care insurance from your personal account, the same way you pay for car insurance or a gym membership, you may be paying for it the hard way. There is a side door most business owners walk right past. Here is the short answer. The IRS treats long-term […]

Walter is 54. His self-directed IRA holds a rental property that pays him steadily every month, and for a few years he has been moving pieces of that account into the Roth version, a little at a time, whenever the numbers worked. His thinking was simple: get it into the Roth, let it grow, take […]

“With a 100% K-1 loss on a passive investment, can I write it off 100% if I have the same amount in capital gains from stocks or a windfall from a deal that did go well?” Can a K-1 passive loss offset a capital gain? It’s one of the most common — and most expensive […]

Build something valuable with your own two hands, a patent, a copyright, a piece of software, and you would expect the profit on a sale to land at the lower long-term capital gains rate. For a specific set of intangibles, the tax code says no. The gain comes out as ordinary income, taxed at your […]

A 401k alternative for employees may be coming through TrumpIRA.gov — giving your team a better path to retirement savings, and it costs you nothing. If you're a business owner who's been meaning to set up a retirement plan for your team but keeps putting it off…I know why. You know you should. You've probably […]

About Andrea Steinbrenner Andrea spent a decade in operational and financial leadership at TGG Accounting before becoming CEO of Exit Consulting Group. She's a Certified Exit Planning Advisor who understands how businesses are built, run, and made ready to sell. Named one of the Top 50 Women Leaders of California for 2025. Connect with Andrea […]

About Shaaya Shaifi Shaaya is an M&A advisor who helps business owners buy and sell companies. He handles deal origination, financial due diligence, and transaction structuring — and he knows exactly where deals fall apart. Connect with SHAAYA Watch Shaaya’s Segment Acquisition strategy for business owners is not just about finding a company with revenue […]

About Laura Dohanes Laura advises business owners in the $5M–$20M range on entity structure, tax-efficient exits, and wealth preservation. With experience representing more than 3,000 clients in federal and state tax audits, she brings a practical understanding of how tax strategy holds up under scrutiny. She is the CPA who asks the questions your current […]

The Buy, Build, Sell Masterclass replay brings together four different lenses on the same core question: how do you build a business that creates wealth now, stays attractive to buyers later, and leaves you with more after the deal closes? This event covers tax strategy, exit planning, acquisitions, and the human side of a transition […]