Tax Strategy Blog
Actionable strategies for real estate investors, business owners, and high earners — written by the Roadmap Tax team.
Stop Getting Blindsided Every April: A Quarterly Tax Plan for High Earners
Earning $300K+ and dreading April? The fix is a quarterly tax plan, not a new CPA. Learn what high earners should do each quarter to stop overpaying.
The S-Corp Election That Saves Business Owners $30K a Year
Most business owners overpay $20K–$40K in self-employment tax every year. Here's how an S-Corp election fixes that, with real numbers.
The Tax Strategy That Turns Your Building Into a $150K Deduction
Own real estate? A cost segregation study can unlock $150K–$300K in year-one deductions. Here's what most CPAs never bring up, and how to act now.
The Retirement Account That Can Shield $200K From Taxes
High earners can shelter $100K–$300K+ annually with a defined benefit plan. Here's how doctors, executives, and business owners use it.
Your 401(k) Is Leaving $200K on the Table Every Year
A 401(k) caps at $23,500, but a cash balance plan can shelter $150,000 to $300,000 more each year for business owners. See the numbers.
The Retirement Account Your CPA Never Mentioned
High-income earners can contribute $200K+ per year to a defined benefit plan and slash their tax bill legally. See how it works and what you're missing.
W-2 and Still Overpaying? 5 Tax Strategies Your CPA Skipped
High-income W-2 earners leave thousands on the table every year. Here are 5 advanced tax strategies your CPA probably never brought up.
The $200,000 Tax Deduction Your CPA Never Mentioned
High earners can shelter $100K–$200K+ per year in a defined benefit plan. See how doctors, surgeons & business owners use it to legally slash their tax bill.
The Retirement Account Your CPA Never Mentioned: How High Earners Can Shelter $200K+ Per Year
Most high earners max a 401k and stop there. A defined benefit plan lets you shelter $200K+ annually, legally. Here's how it works.
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