Tax Strategy Blog
Actionable strategies for real estate investors, business owners, and high earners — written by the Roadmap Tax team.
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.
The Bonus Depreciation Phase-Down: How Real Estate Investors Can Save $57,000+ in 2026
Bonus depreciation dropped to 20% in 2026. But real estate investors can still save $57K+ with cost segregation and Section 179. Here's your mid-year playbook.
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 in 2026. Strategy most CPAs never mention.
Q3 Estimated Tax Fix: Adjust Now and Save $35,000+ This Year
Q2 estimated taxes just ended. Your payments are probably wrong. Here's how to adjust your Q3 estimates using actual income — and save $35,000+ by April.
Your Customized Tax Plan: 4 Mid-Year Moves That Could Save High Earners $78K+ in 2026
A year-round tax strategy isn't a luxury for high earners — it's how you stop overpaying. Here are 4 mid-year moves that could save you $78K+ in 2026.
Tax Planning for Doctors: 6 Strategies to Save $80K+ a Year
Most doctors max their 401(k) and stop there. Discover 6 tax strategies for high-income physicians that could save you $80K+ a year—legally.
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.
Talk to a strategist