Tax Strategy Blog
Actionable strategies for real estate investors, business owners, and high earners — written by the Roadmap Tax team.
Can You Donate Restricted Stock (RSUs) to Charity? A Tax-Smart Guide
Learn when vested RSUs can be donated, how holding periods and AGI limits affect the deduction, and how to transfer shares without selling first.
Making the S Corp Election: A Form 2553 Walkthrough
A practical walkthrough of Form 2553, the 75-day filing window, late election relief, and what actually changes after your S corp election is approved.
RSU Tax Planning for California: 7 Strategies to Slash Your Tax Bill
RSU tax planning for California residents: the top state rate hits 13.3%. Learn 7 strategies to reduce your RSU tax burden in 2025–2026.
EA vs CPA: Which Tax Professional Should High-Income Earners Choose?
EA vs CPA: which tax pro is right for high earners and business owners? Compare training, IRS representation, and planning vs compliance filing.
You Own Rental Property. Do You Qualify as a Real Estate Professional?
Learn the IRS real estate professional test and 750-hour rule, and see if your rental losses can offset W-2 income via cost segregation.
Your RSUs Don't Just Add Income. They Reshape Your Tax Picture.
One RSU vest ripples through your tax picture: bracket creep, NIIT, QBI phaseout, and California limits. A walkthrough for senior tech execs planning 2026.
When Strategies Stack: How High Earners Combine Tax Moves for Real Impact
High earners save far more by coordinating entity choice, retirement plans, cost segregation, and the Augusta Rule into one tax plan.
Multi-Entity Tax Planning: When One LLC Isn't Enough for Business Owners
Multi-entity structures save business owners on self-employment tax and unlock bigger deductions. A strategist's guide to holding companies and S corps.
San Diego Small Business Tax Deductions Most Owners Miss in 2026
Don't overpay: uncover the California tax deductions San Diego small business owners miss, like the PTE elective tax, and save $10,000+ in 2026.
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