Tax Strategy Blog
Actionable strategies for real estate investors, business owners, and high earners — written by the Roadmap Tax team.
Augusta Rule 2026: How to Collect $14,000+ in Tax-Free Rent From Your Business
Rent your home to your business for up to 14 days a year and pay no tax on it. The 2026 Section 280A rules, fair-rent proof, and the documents to keep.
What Your S Corp Should Pay You: Reasonable Compensation in 2026
How much salary should an S corp owner take? How the IRS judges reasonable compensation, why rules of thumb fail, and how to document your number in 2026.
Cost Segregation Firms: How to Choose One You Can Trust
Learn how to choose a cost segregation firm you can trust: engineering-based vs desktop studies, credentials, red flags, and questions for IRS audit defense.
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.
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.
CPA vs. EA vs. Tax Strategist: Choosing Your San Diego Tax Professional
Learn the key differences between CPAs, EAs, and tax strategists for high-income San Diego earners and pick the right professional to reduce your tax bill.
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