John Roberts

salt deduction in 2025 vs. 2026

The SALT Deduction in 2025 vs. 2026: What Changed, What’s Coming, and How to Prepare Now 

By John Roberts / January 29, 2026

The rules for the state and local tax (SALT) deduction are changing again under the One Big Beautiful Bill Act (OBBBA). The expanded caps, beginning in 2025, create real opportunities for homeowners, high-income earners, real estate investors, and pass-through business owners. These benefits increase slightly each year through 2029, then drop back to the original $10,000…

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tax planning strategies 11 ways small business owners can lower taxes

Tax Planning Strategies 2026: 11 Ways Small Business Owners Can Lower Taxes 

By John Roberts / January 22, 2026

New rules under the One Big Beautiful Bill Act have changed how deductions, credits, and write-offs work. With the right tax planning strategies, you can minimize your tax bill, improve cash flow, and pay less in taxes.  If you own a small business, 2026 is not a year to “wing it” with taxes; it’s time to make informed decisions through tax planning strategies. …

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2026 tax brackets explained

2026 Tax Brackets Explained (for Dummies) 

By John Roberts / January 15, 2026

You must be wondering what the new 2026 tax brackets from the IRS actually mean for your paycheck. Every year, the IRS updates tax brackets to adjust for inflation and new laws that reshape the tax landscape.   With the One Big Beautiful Bill Act (OBBBA) now fully in effect, 2026 brings some significant changes. By the end of…

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attracct wrapped 2025

Attracct Wrapped: 2025 

By John Roberts / January 8, 2026

CATEGORY 1: THE HEADLINERS   #1 Chart-Topping Service  Nothing compares to the joy of looking back at the service that topped the charts after pulling long hours till your coffee got colder and your sanity…questionable. Our #1 service with the most explosive growth in 2025 was… drum roll… TAX PLANNING. So, next time you’re drowning in receipts or trying to understand the difference between a…

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real estate professional status or STR loophole cover page

Real Estate Professional Status or STR Loophole to Minimize Your W-2 Income? 

By John Roberts / December 4, 2025

If you’re trying to figure out how to minimize taxable income with rental losses, the answer almost always comes down to one thing. You need to understand how the IRS determines whether your activity is passive or non-passive, because that decision controls what you can actually deduct. This is where real estate professional status and…

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consistent financial reporting for business owners

Consistent Financial Reporting for Business Owners 

By John Roberts / November 27, 2025

One of the most common mistakes business owners make is failing to follow consistent financial reporting. The impact goes far beyond messy or inaccurate numbers. Inconsistent reporting leads to faulty decisions, missed opportunities, and in some cases, financial problems that threaten the stability of the entire business.  Does this happen to you?  You pull last…

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big beautiful bill overtime tax

Big Beautiful Bill Overtime Tax: The Real Story 

By John Roberts / November 13, 2025

If you’ve been hearing about the “no tax on overtime” benefit in the One Big Beautiful Bill Act, here’s the real story. The Big Beautiful Bill overtime tax deduction gives qualified workers a break on part of their overtime pay for the years 2025 through 2028.  It’s one of the most talked-about provisions of the…

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end of year tax tips for growing business owners

End of Year Tax Tips for Growing Business Owners: What to Do Before December 31 

By John Roberts / October 30, 2025

The difference between a smart business owner and one who ends up overpaying on taxes is timing and strategy. Smart business owners know that applying end of year tax tips before December 31 can maximize deductions, improve cash flow, and give them the confidence to reinvest in their business, all while keeping their finances under…

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title written about capital gains tax on real esate - what every property seller should know in 2025

Capital Gains Tax on Real Estate: What Every Property Seller Should Know in 2025 

By John Roberts / October 22, 2025

Selling a property is a major financial event, and understanding capital gains taxes on real estate is crucial to retaining a larger portion of your profit. Many property owners are surprised by the tax bill, but the right planning tactics can save you thousands. This guide breaks down the latest rules and proven strategies, like…

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step by step guide to filing llc taxes for the first time cover image

Filing Business Taxes for LLC for the First Time: Step-by-Step Guide for Beginners

By John Roberts / October 16, 2025

You’ve launched your first LLC, but now the questions are piling up: what forms do you need to file, which deductions can you claim, and how exactly does filing business taxes for an LLC for the first time work? It’s normal to feel overwhelmed. By the time you finish reading this blog, you’ll have a…

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