Weekly updates on tax law, real estate strategy, property tax appeals, and IRS developments that affect your investments.
Keep more of your investment profits by delaying tax payments. Use these current rules to plan your next successful property exchange.
August 23, 2026 · 10 min readCalifornia does not follow federal bonus depreciation rules. We help you manage dual ledgers to keep your taxes accurate and avoid audit risks.
August 18, 2026 · 8 min readFrustrated by rental losses you can't use? Learn why the IRS classifies them as passive, how REPS and the $25,000 allowance work, and the real audit risk of these strategies.
August 18, 2026 · 8 min readDiscover how the Augusta Rule allows business owners to extract tax-free income from their own properties while creating legitimate business deductions.
August 16, 2026 · 7 min readNew tax-advantaged investment accounts help your children grow wealth with $2,500 in yearly tax-free employer contributions and a $1,000 government pilot program.
August 16, 2026 · 5 min readKeep more of your hard-earned money and grow your real estate portfolio by deferring capital gains taxes.
August 16, 2026 · 8 min readKeep more of your rental income by accelerating tax deductions today. Learn how LaviCPA uses precise calculations to maximize your investment returns.
August 16, 2026 · 8 min readLearn how to use cost segregation to lower your tax bill and keep more cash in your pocket. We break down exactly how this strategy works for your portfolio.
August 16, 2026 · 6 min readMaximize your tax savings by combining a 401(k) and a Cash Balance Plan. Learn how to manage contributions while accounting for your real estate investments.
August 16, 2026 · 8 min readLearn how the new 0.5% AGI floor impacts your charitable giving and how to use bunching to protect your tax deductions. We help you navigate these 2026 changes to keep your giving strategy efficient.
August 9, 2026 · 4 min readYou can protect your wealth by understanding how new tax rules impact your AMT liability. We show you exactly who is at risk and how to plan now.
August 2, 2026 · 6 min readThe federal estate tax exclusion rises to $15 million in 2026. Use this guide to understand your gifting strategy and the upcoming 2030 sunset cliff.
July 26, 2026 · 8 min readIf you are 65 or older, you may qualify for an above-the-line deduction of up to $6,000. Use this guide to understand your eligibility and savings for 2025–2028.
July 19, 2026 · 4 min readMaximize your tax savings in 2026 by knowing when to itemize versus taking the $32,200 standard deduction.
July 12, 2026 · 5 min readThe new $40,000 SALT cap offers tax relief, but phaseouts for high earners change the math. We help you understand if you actually benefit.
July 5, 2026 · 6 min readThe 20% QBI deduction is now permanent. Use these tax planning steps to secure your full benefit under §199A.
June 28, 2026 · 8 min readThe One Big Beautiful Bill Act makes 100% bonus depreciation permanent. Use this tax tool to deduct your equipment costs immediately starting in 2026.
June 21, 2026 · 5 min readSave money on your taxes by learning how to request a penalty abatement from the California FTB. Use this guide to navigate the reasonable cause requirements.
June 14, 2026 · 5 min readYou can often eliminate IRS CP162A penalties for late S-Corp filings. Use this guide to request relief and protect your business assets.
June 7, 2026 · 5 min readYou can add 10% to your solar tax credit if your property sits in a qualifying location. Follow these simple steps to verify your census tract today.
May 31, 2026 · 5 min readYou can save up to $100,000 per location on EV charging infrastructure costs. Secure this federal tax credit before the program ends on June 30, 2026.
May 24, 2026 · 4 min readYou may recover IRS penalties and interest from the COVID years. Act now to protect your refund eligibility before the statute of limitations closes.
May 19, 2026 · 5 min readMost investors ignore taxes when calculating returns and end up with smaller profits than expected. Use this 4-layer framework to see the true after-tax value of your real estate deals.
May 17, 2026 · 12 min readYou can often clear an IRS penalty with a single request. Follow these steps to check your eligibility and ask for a waiver.
May 10, 2026 · 6 min readLearn how to understand your K-1 and manage your real estate partnership taxes with confidence. We explain the core rules to help you stay organized.
May 3, 2026 · 12 min readBoost your cash flow by using cost segregation and 100% bonus depreciation to write off property costs in year 1. Learn how to apply these powerful tools to your real estate investments.
April 26, 2026 · 11 min readKeep your real estate portfolio flexible and tax-efficient when you split ownership interests. Learn effective strategies to manage your assets while avoiding unnecessary tax bills.
April 25, 2026 · 5 min readLearn how to use an after-tax framework to keep more of your investment profits. We simplify complex tax strategies like depreciation and 1031 exchanges for you.
April 24, 2026 · 5 min readYou can recover missed depreciation deductions on your real estate investments without the hassle of filing amended tax returns. Learn how to optimize your current tax strategy today.
April 20, 2026 · 5 min readGet ready for the biggest tax changes since 2017. These updates help you save money and plan your financial future with confidence.
April 19, 2026 · 10 min readLearn exactly what boot is and how to keep your 1031 exchange tax-free. We break down simple strategies to help you reinvest your full proceeds.
April 17, 2026 · 5 min readLearn how to manage depreciation recapture when you sell. We simplify the rules and show you how to protect your hard-earned gains.
April 15, 2026 · 7 min readDesignating your spouse as a real estate professional helps you deduct rental losses from your ordinary income. Use this strategy to keep more of your hard-earned money.
April 12, 2026 · 5 min readKeep more of your hard-earned money by learning how to challenge an unfair property tax assessment. This guide shows you exactly how to research and appeal your valuation.
February 21, 2026 · 8 min readKeep your tax deferral on track by understanding exactly how the 45-day deadline works for your replacement property.
February 1, 2025 · 5 min read