For TaxSquad clients
The guides behind your tax plan.
Each guide covers one strategy: what it is, who it fits and exactly what to do next. Most take under ten minutes.
Stock compensation
RSUs, options, ESPP and startup equity, from vest to sale.
- RSUs: what to do at every vestClose the 22% withholding gapStep-by-step · 5 min
- Google stock units (GSUs)RSUs, the Google wayStep-by-step · 4 min
- ISOs: exercising without an AMT shockPlan the exercise, then the saleStep-by-step · 5 min
- NSOs: non-qualified stock optionsTaxed at exercise, plan for itStep-by-step · 3 min
- ESPP: buying and selling your sharesKeep the discount, skip the double taxStep-by-step · 3 min
- Early exercise and the 83(b) election30 days that can save a fortuneStep-by-step · 3 min
- QSBS: the Section 1202 exclusionTax-free gains on startup stockOverview · 3 min
- Leaving your job with equityThe 90-day clock and what to checkChecklist · 3 min
- Withholding and estimated taxesStay out of underpayment penaltiesStep-by-step · 3 min
- Fixing cost basis on your 1099-BStop paying tax twiceStep-by-step · 3 min
Retirement & investing
Accounts and portfolio moves that lower this year’s bill.
- Backdoor Roth and mega backdoor RothRoth savings above the income limitStep-by-step · 3 min
- SEP IRAUp to 25% of pay, set up in a dayQuick guide · 3 min
- Solo 401(k)The biggest account for one-person businessesQuick guide · 3 min
- Defined benefit planSix-figure deductions for high earnersQuick guide · 3 min
- Roth conversionsPay tax now, never againOverview · 3 min
- Tax-efficient investingThe right asset in the right accountOverview · 3 min
- Tax-loss harvestingTurn market dips into savingsStep-by-step · 3 min
Your business
Entity setup, payroll and the paperwork that keeps deductions safe.
- Opening a business bank accountKeep business and personal separateStep-by-step · 3 min
- Electing S corp statusThe step-by-step electionStep-by-step · 3 min
- S corp salary and payrollSet a salary you can defendStep-by-step · 3 min
- Health insurance for S corp ownersGet the W-2 reporting rightStep-by-step · 3 min
- Pass-through entity tax (PTET)Work around the SALT capOverview · 3 min
- Home office deductionDeduct part of your homeQuick guide · 3 min
- Home office accountable planReimburse yourself tax-freeStep-by-step · 3 min
- Mileage reimbursement planReimburse miles, deduct at the S corpStep-by-step · 3 min
- R&D credit for startupsA credit that can offset payroll taxOverview · 3 min
Vehicles
Four ways to handle a car used for business. Pick one.
Real estate
Your home, rentals and depreciation.
- Augusta rule14 tax-free rental daysStep-by-step · 3 min
- Cost segregationFront-load your depreciationQuick guide · 3 min
- Short-term rentalsRental losses against W-2 incomeQuick guide · 3 min
- Real estate professional statusUnlock passive lossesOverview · 3 min
- Buying a homeWhat your mortgage does and does not doQuick guide · 3 min
- Selling your homeKeep up to $500,000 of gain tax-freeQuick guide · 3 min
Family & kids
Accounts and strategies for your household.
- Paying your kids through your businessShift income to a 0% bracketStep-by-step · 3 min
- Roth IRA for kidsDecades of tax-free growthStep-by-step · 3 min
- Trump accountsNew investment accounts for childrenOverview · 3 min
- 529 plansTax-free growth for educationQuick guide · 3 min
- New baby tax checklistCredits, accounts and paperworkChecklist · 3 min
Charitable giving
Give more of what you mean to give.
Deductions & savings
The yearly checklist, health accounts and where you live.
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