Tax Strategy Blog
Actionable strategies for real estate investors, business owners, and high earners — written by the Roadmap Tax team.
Tax Planning for San Diego Business Owners in 2026 — 7 Strategies to Keep More of What You Earn
Seven specific tax strategies San Diego business owners should use in 2026 to minimize combined California and federal taxes — S Corp vs LLC, PTET election, and QBI sunset
Augusta Rule 2026: How to Collect $14,000+ in Tax-Free Rent From Your Business
The Augusta Rule lets business owners collect tax-free rent from their own company for up to 14 days a year. How it works and what to document.
What Your S Corp Should Pay You: Reasonable Compensation in 2026
The IRS is auditing S corp owner salaries in 2026. Learn how to set, document, and defend reasonable compensation and avoid back taxes and penalties.
Cost Segregation Firms: How to Choose One You Can Trust
An owner-side checklist for choosing a cost segregation provider: engineering-based vs. desktop studies, red flags, and what audit-ready documentation really means.
Opportunity Zones in 2026: Defer Capital Gains Before the Deadline
San Diego investors: use Qualified Opportunity Funds to defer capital gains before the 2026 deadline. How the strategy works and what to watch for.
Enrolled Agent vs CPA: Which One Should You Hire for Tax Strategy?
Enrolled agent vs CPA: the credential isn't the deciding factor. Learn whether your tax advisor plans year-round or only files, and how to choose.
Cost Segregation in San Diego: The Look-Back Study Walkthrough
Owned a commercial building for years but still depreciating it over 39? A look-back cost segregation study reclassifies parts to 5, 7, and 15 years. Here's how it works.
7 Legal Ways to Reduce Your California Capital Gains Tax (2026 Guide)
California's combined cap gains rate hits 37.1%. Here are 7 legal strategies—1031 exchanges, QOZs, installment sales, DAFs, and more—to cut your tax bill.
Your Business Owns Your Building. Why That Might Cost You.
San Diego business owners who own their commercial building in one entity miss key tax moves. Here is how a holding company and operating company work together.
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