Tax Strategy Blog
Actionable strategies for real estate investors, business owners, and high earners — written by the Roadmap Tax team.
Defined Benefit Plan for Business Owners: 2025 Tax Strategy
Discover how business owners can defer over $200K of 2025 income into a tax-deductible defined benefit plan, maximizing retirement savings beyond 401(k) limits.
From San Diego to Frisco: How Moving States Could Save You $130K+ a Year
Leaving California for Texas? What a $620K earner really saves, what California can still tax after you move (like RSUs), and how to pass a residency audit.
1031 Exchanges in 2026: How Real Estate Investors Defer $100K+
Real estate investors use 1031 exchanges to defer $100K+ in capital gains tax. With Congress debating changes in 2026, now is the time to learn how it works.
The San Diego Surgeon's $60K Tax Problem (And the Strategy Most CPAs Never Run)
San Diego surgeons earning $500K+ could be overpaying $60K+ a year. Here's the year-round strategy most CPAs skip, and why California makes it worse.
The Entity Decision Costing Law Firm Owners $65,000 a Year (And the Retirement Move That Could Fix It)
Law firm partners earning $400K+ can save $95K+/year with the right entity structure and cash balance plan. Real numbers, real strategies.
The HSA Retirement Strategy Most High Earners Ignore: $380,000+ in Tax-Free Money Your CPA Never Mentioned
Max your 401(k)? Good. Now learn the HSA strategy high earners use to build $380K+ in tax-free retirement money, and why most CPAs never mention it.
When Your Financial Advisor and Tax CPA Don't Talk, You Lose $60,000 a Year
High earners lose $60K+ a year when their financial advisor and tax CPA operate in silos. Here's how integrated tax and investment strategy changes everything.
The $10M QSBS Tax Break Most Business Owners Don't Know About
Qualified Small Business Stock (QSBS) lets you exclude up to $10M of federal gains when you sell. Most CPAs never mention Section 1202. Here's how it works.
Solo 401(k) Profit Sharing: How Business Owners Save $70K+ in Taxes in 2026
Max your 401(k) at $23,500? Solo 401(k) profit sharing lets business owners with side income contribute $70,000+ tax-deferred. The strategy most CPAs miss.
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