Planning · October 30, 2026
Year-End Tax Planning Checklist for Business Owners
What business owners should review in November and December: profit projections, owner pay, equipment, retirement plans, and estimated taxes.
Read the article →Planning · October 30, 2026
The SALT Deduction Cap for High Earners After the 2025 Tax Law
The SALT cap is $40,400 for 2026, but it phases down above $505,000 of income. Why PTE elections still matter for business owners.
Read the article →IRS update · October 30, 2026
The 2026 Roth Catch-Up Rule for High Earners, Explained
Starting in 2026, 401(k) catch-ups must be Roth if your 2025 wages from the employer topped $150,000. Who it affects, S corp owners included, and what to do.
Read the article →Retirement · October 30, 2026
SEP vs. SIMPLE vs. Solo 401(k) vs. Cash Balance: 2026 Plans Compared
2026 limits, employee costs, and setup deadlines for SEP IRAs, SIMPLE IRAs, Solo 401(k)s, 401(k) profit sharing plans, and cash balance plans.
Read the article →Oklahoma · October 30, 2026
How Oklahoma Taxes S Corporations, and What the PTE Election Changes
How Oklahoma taxes S corporation income, the rules for nonresident shareholders, and how the pass-through entity (PTE) election works.
Read the article →IRS update · October 30, 2026
IRS 2026 Inflation Adjustments: What High Earners Need to Know
The 2026 numbers from Revenue Procedure 2025-32 that matter most to business owners and high earners: brackets, AMT, estate and gift, Section 179, QBI.
Read the article →IRS & compliance · October 30, 2026
Estimated Tax Safe Harbor Rules for High Earners in 2026
How high earners avoid estimated tax penalties: the 110% prior-year rule, the 90% option, uneven income, 2026 due dates, and Oklahoma rules.
Read the article →Planning · October 30, 2026
The $15 Million Estate Tax Exemption: What It Means for Your Family
The 2025 tax law set the estate and gift tax exemption at $15 million for 2026. What changed, how portability works, and why owners still plan.
Read the article →Planning · October 30, 2026
Charitable Giving for High Earners: The New 2026 Rules
Starting in 2026, a 0.5% of AGI floor, a cap for the 37% bracket, and a 1% corporate floor change how gifts are deducted. Here’s how to give well.
Read the article →Planning · October 30, 2026
Capital Gains Tax Planning for High-Net-Worth Investors in 2026
2026 capital gains rates, the 3.8% net investment income tax, Oklahoma’s capital gain deduction, and the tools that lower tax on a big gain.
Read the article →Selling a business · October 30, 2026
Asset Sale vs. Stock Sale: How Selling Your Business Is Taxed
Why buyers want asset sales and sellers want stock sales, and how allocation, recapture, entity type, and installment terms change your tax.
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