Tax Strategy Blog
Actionable strategies for real estate investors, business owners, and high earners — written by the Roadmap Tax team.
CPA vs. EA vs. Tax Strategist: Choosing Your San Diego Tax Professional
Not sure whether to hire a CPA, Enrolled Agent, or tax strategist in San Diego? Here's what high earners need to know about choosing the right San Diego tax professional.
You're 55 and Maxing Your 401(k). Here's How to Add $150,000+ in Retirement Savings.
Maxing your 401(k) at 55? A defined benefit plan can shelter $150,000+ more. See how business owners unlock retirement savings beyond the 401(k) ceiling.
Year-Round Tax Planning for High Earners: A Quarter-by-Quarter Playbook
What year-round tax planning actually looks like for high earners. A concrete quarterly calendar: Q1 baseline, Q2 review, Q3 deduction push, Q4 final moves before Dec 31.
When You Sell Your Business, an Installment Sale Defers the Tax
Selling your business? An installment sale lets you spread the capital gain over multiple tax years instead of paying it all in one. How it works and when it makes sense.
Cost Segregation in San Diego: Is It Worth It in 2026?
Wondering if a cost segregation study makes sense for your San Diego property in 2026? See real savings examples based on local property values and California's 13.3% tax rate.
How to Choose a Tax Strategist in San Diego: 8 Questions to Ask Before You Hire
Earning $300K+ in San Diego? Use these 8 questions to hire a qualified tax strategist — EA vs CPA, FTB audit risk, and California-specific strategies that save real money.
Your 401(k) Caps at $23,500. A Cash Balance Plan Adds $150,000+.
You max your 401(k) and think that is the ceiling. A cash balance plan lets business owners and high earners shelter six figures more per year in 2026.
Tax Planning San Diego: 6 California Tax Strategies for High Earners
Live in San Diego and earn $300K+? California's 13.3% top rate hits hard. Here are 6 local tax strategies that actually move the needle. Book a free call: (619) 280-2700.
The S Corp Question for 2026: When Does It Still Make Sense?
Your business is profitable. You're paying 15.3% self-employment tax on every dollar. Here's how to know if an S corp election still works for you in 2026.
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