Tax Strategy Blog
Actionable strategies for real estate investors, business owners, and high earners — written by the Roadmap Tax team.
What a Customized Tax Strategy Covers That Your Preparer Doesn't
A tax preparer files your return. A tax strategist designs your outcome before the year closes. Here's what a customized tax strategy includes for high earners.
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Can You Donate Restricted Stock (RSUs) to Charity? A Tax-Smart Guide
Donate vested RSUs or restricted stock to charity, skip capital gains tax, and claim the full deduction. Covers holding periods, tax limits, transfer process.
Making the S Corp Election: A Form 2553 Walkthrough
A practical walkthrough of Form 2553, the 75-day filing window, late election relief, and what actually changes after your S corp election is approved.
RSU Tax Planning for California: 7 Strategies to Slash Your Tax Bill
RSU tax planning for California residents: the top state rate hits 13.3%. Learn 7 strategies to reduce your RSU tax burden in 2025–2026.
EA vs CPA: Which Tax Professional Should High-Income Earners Choose?
EA vs CPA — which tax pro is right for high earners and business owners? Compare training, IRS representation, and planning vs compliance filing.
You Own Rental Property. Do You Qualify as a Real Estate Professional?
The IRS real estate professional test explained: 750-hour rule, material participation, and how qualification determines whether cost segregation deductions offset your salary.
Your RSUs Don't Just Add Income. They Reshape Your Tax Picture.
One RSU vest ripples through your tax picture: bracket creep, NIIT, QBI phaseout, and California limits. A walkthrough for senior tech execs planning 2026.
When Strategies Stack: How High Earners Combine Tax Moves for Real Impact
Most high earners use one strategy at a time. Real savings come when Augusta Rule, cost seg, cash balance plans, and timing work together. Here is how coordination works.
Multi-Entity Tax Planning: When One LLC Isn't Enough for Business Owners
Multi-entity structures save business owners on self-employment tax and unlock bigger deductions. A strategist's guide to holding companies and S corps.
Ready to build your tax strategy?
Reading is a start. A call with the Roadmap Tax team turns these strategies into a plan built around your entities, income, and goals.
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