Tax Planning
Strategic tax planning guides and tips to minimize your tax burden and maximize deductions.
11 articles
Charitable Giving Changed in 2026: New Deduction for Non-Itemizers, New Floor for Everyone Else
Starting in 2026, non-itemizers can deduct up to $2,000 in cash gifts — while itemizers face a new 0.5% AGI floor. A DFW CPA explains how to give smarter.
Trump Accounts Are Live: Should You Open One for Your Kid?
Trump Accounts launched July 4, 2026 with a free $1,000 for eligible newborns. A DFW CPA explains how they work, who qualifies, and how they compare to a 529.
Home Office Deduction Rules 2026: What DFW Remote Workers Need to Know
Can you claim the home office deduction? Learn who qualifies, how to calculate it, and what documentation you need. A DFW CPA breaks down the rules.
The QBI Deduction: How to Claim Your 20% Tax Break in 2026
The QBI deduction can save pass-through business owners up to 20% on qualified income. Learn who qualifies, income limits, and strategies to maximize it.
5 Tax Deductions DFW Small Business Owners Miss Every Year
Running a small business in Plano, Richardson, or Frisco? You're probably missing these tax deductions. A DFW CPA breaks down the ones that save thousands.
Quarterly Estimated Taxes: A Simple Guide for DFW Freelancers and Business Owners
Confused about quarterly taxes? A Plano CPA breaks down who needs to pay, how much, and when—without the IRS jargon.
IRS Audit Red Flags: What Triggers an Audit (and How to Avoid One)
Worried about an IRS audit? Learn what triggers audits, which red flags to avoid, and how to protect yourself. A DFW CPA shares what really matters.
Solo 401(k) vs SEP-IRA at $80K–$300K of Self-Employment Income
Self-employed? Compare SEP-IRA and Solo 401(k) retirement plans. Learn contribution limits, tax benefits, and which is better for your situation.
The Backdoor Roth IRA: A Tax Strategy for High Earners
Make too much to contribute to a Roth IRA? A DFW CPA explains the backdoor Roth strategy—how it works, who qualifies, and common mistakes to avoid.
Mid-Year Tax Check-In: 5 Questions to Ask Your CPA Now
Don't wait until December for tax planning. A Plano CPA shares the 5 questions every business owner should ask their accountant mid-year.
Don't Wait Until December: Mid-Year Tax Moves for DFW Owners
The best year-end tax moves happen before December. A Plano CPA shares what DFW business owners should be doing now to minimize their tax bill.