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The Library

Articles and strategy guides.

Strategy Guide

Real Estate Professional Status: what actually qualifies

The IRS test, the documentation that survives audit, and the household structures most investors miss when paired with a high-W-2 spouse.

12-min read · Updated 2026Read →

Article

Cost segregation now that 100% bonus depreciation is back

The 2025 law made 100% bonus depreciation permanent for most property acquired after January 19, 2025. What that changes about study timing, and what it does not.

8-min readRead →

Strategy Guide

Defined benefit plans for clinical practice groups

How to get partner consensus, the actuarial trade-offs, and how a layered DB+401(k) structure moves six figures off the table per partner.

15-min readRead →

Article

QSBS and §1202: the founder’s most under-used exemption

Up to $10M (or 10× basis) excluded from federal capital gains tax, if the structure is right. The five-year clock, qualifying entities, and the mistakes that disqualify.

10-min readRead →

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