Insights
Perspectives on Private Wealth & Business Tax
Analysis of tax strategy, legislative changes and planning deadlines, written by our senior team.
Briefings
Proactive Insights
Briefings for medical practice owners, developers, professional partnerships and families on the tax decisions in front of them.
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Your 2026 W-2s and 1099s have new boxes: what TP, TT and 14b mean for your payroll
Read more →: Your 2026 W-2s and 1099s have new boxes: what TP, TT and 14b mean for your payrollOctober 15 came and went last Thursday. That was the extended deadline for 2025 individual returns and calendar-year C-corp returns, and for…
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Four tax changes that hit your 2026 return
Read more →: Four tax changes that hit your 2026 returnExtension season is nearly over. The 15th has come and gone for S-corps and partnerships, and October 15 is the last filing…
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The IRS made first-time penalty relief automatic. Here’s what else changed this summer
Read more →: The IRS made first-time penalty relief automatic. Here’s what else changed this summerEvery year I have the same conversation with clients in December. They want to lower their tax bill, and I have to…
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S Corp vs. LLC: Which Business Structure is Right for You?
Read more →: S Corp vs. LLC: Which Business Structure is Right for You?After deciding to formalize your business, one of the most critical steps is selecting the right legal structure. This choice significantly impacts…
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Supercharge Your Real Estate Investments with a 1031 Exchange
Read more →: Supercharge Your Real Estate Investments with a 1031 ExchangeAs a real estate investor, your goal is to build wealth. But when you sell a property that has appreciated significantly, a…
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A Game-Changer for Real Estate Investors: Understanding Cost Segregation
Read more →: A Game-Changer for Real Estate Investors: Understanding Cost SegregationAs a business owner or real estate investor, you’re always looking for smart strategies to improve cash flow and minimize your tax…
The Client Advisory Newsletter
Periodic planning notes from Shah Tax & Accounting Services, with the dates, figures and legislative changes that matter, sent ahead of the deadlines.