Advanced Tax Strategies
Advanced Tax Planning for Family Estates in 2026
How advanced tax planning for family estates coordinates the $15M exclusion, gifting, trusts and basis so one decision doesn't undo another.
Lenny Whiting
Advanced Tax Strategies
Articles about Advanced Tax Strategies
Advanced Tax Strategies Articles
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Advanced Tax Strategies
Step-Up in Basis Planning Strategies for Estate Tax
How the step-up in basis works under IRC 1014, why community property matters in Nevada, and planning mistakes that can cost your heirs.
Lenny Whiting
Advanced Tax Strategies
2026 Estate Tax Exemption Sunset: What Changed
The 2026 estate tax exemption sunset was replaced by a $15 million exclusion. Here's what changed and what to review with your advisor.
Lenny Whiting
Tax Planning
Tax Planning Strategies for High-Income Earners 2026
Where the 37% rate and 3.8% NIIT start in 2026, and the advanced moves high-income earners can use to keep more of what they earn.
Lenny Whiting
Advanced Tax Strategies
Roth Conversion Ladder: A Step-by-Step Tax Strategy for Early Access and Lower Lifetime Taxes
A Roth conversion ladder can fund early retirement access and cut lifetime taxes but it can also raise Medicare premiums. See the 5-year rule and the traps.
Lenny Whiting
Advanced Tax Strategies
1031 Exchange: How to Defer Capital Gains Tax on Investment Real Estate
A 1031 exchange defers capital gains on real estate if you hit two unforgiving deadlines. See the rules, the traps, and how it pairs with an estate plan.
Lenny Whiting
Advanced Tax Strategies
Backdoor Roth IRA and Mega Backdoor Roth: Advanced Roth Strategies for High Earners
Earn too much for a Roth IRA? See how the backdoor Roth IRA and mega backdoor Roth work in 2026, the pro-rata trap, and up to $72,000 in Roth room.
Lenny Whiting
Advanced Tax Strategies
Cash Balance Plans: An Advanced Tax Strategy for Business Owners Who've Maxed Out Their 401(k)
A cash balance plan can let a 55-year-old business owner deduct $253,300 a year, far past 401(k) limits. See how it works, what it costs, and who qualifies.
Lenny Whiting
Estate Planning
Advanced Tax Planning for Family Estates and Complex Trusts
Complex trusts hit the top 37% tax bracket at $15,650 of income. See how SLATs, GRATs, and GST planning protect family estates — from a CPA/attorney firm.
Lenny Whiting
Advanced Tax Strategies
Advanced Tax Strategies for Selling a Business
I break down how QSBS, a deferred sales trust and smart deal structure work together to cut the tax bill when you sell your business.
Lenny Whiting
Advanced Tax Strategies
Tax Strategies That Actually Hold Up Under IRS Examination
Which tax strategies are legal, and which get flagged as abusive? A Las Vegas dual CPA/tax attorney breaks down what actually holds up under IRS examination.
Lenny Whiting
Advanced Tax Strategies
QBI Deduction 2026: How to Maximize the Now-Permanent 20%
If you run a profitable pass-through business and earn $300,000 in qualified business income, the 20% QBI deduction puts $60,000 off your taxable income. At a 37% marginal rate, that's roughly $22,200 in federal tax savings — every single year. And starting in 2026, that benefit is no longer scheduled to disappear.The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, permanently extended the Section 199A deduction. What was set to sunset at the end of 2025 under the Tax Cuts and Jobs Act is now a permanent part of the tax code. That changes the planning calculus for every self-employed owner, S-corp shareholder, and LLC operator.But "permanent" doesn't mean automatic. The rules governing income thresholds, W-2 wage limitations, and entity structure choices still determine whether you capture the full 20% or walk away with a fraction of it. This guide breaks down exactly how to maximize your QBI deduction in 2026 — with step-by-step math and strategy.
Lenny Whiting
Tax Planning
Business Entity Tax Planning: LLC, S-Corp, C-Corp Guide 2026
The entity structure you choose for your business determines how much of your profit goes to taxes — and for entrepreneurs earning $200,000 or more, that difference can easily exceed $20,000 per year. Self-employment tax alone sits at 15.3% on the first $184,500 of net earnings in 2026, according to the Social Security Administration. The right entity structure either eliminates or dramatically reduces that liability.This guide covers the core tax treatment of LLCs, S-corps, and C-corps in 2026. It explains when each structure works best, how the One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, changed the math on pass-through income, and what decisions need your attention now. The 2026 tax landscape is meaningfully different from prior years. The QBI deduction is permanent. Bonus depreciation is back at 100%. And the QSBS exclusion just got a $5 million increase.
Lenny Whiting
Tax Planning
Investment Management Tax Strategies for High Earners (2026)
For high-income investors in 2026, the federal long-term capital gains rate sits at 23.8%: a 20% base rate plus the 3.8% Net Investment Income Tax for single filers above $200,000 MAGI and joint filers above $250,000. State taxes layer on top of that. A California resident adds another 13.3%. What that means in practice: a $1 million gain can send more than $370,000 straight to government coffers before you reinvest a dollar.Most investment conversations start with returns. This one starts with taxes, because for high-net-worth individuals, the difference between pre-tax and after-tax performance is where real wealth is built or quietly lost. The strategies covered here, including tax-loss harvesting, asset location, and fee discipline, are not theoretical. They're the specific tools that separate investors who grow wealth from those who merely generate returns.
Lenny Whiting
Advanced Tax Strategies
How to Establish Nevada Residency for Tax Purposes (2026 Guide)
More than 53,200 people moved from California to Nevada in 2024 alone, and Nevada gained $10 billion in adjusted gross income from those former Californians between 2020 and 2022 (Tax Foundation, 2025). The reason isn't hard to find. Nevada charges zero state income tax, a constitutional guarantee written into Article 10 of the Nevada Constitution, not just a statute the legislature can repeal. California's top marginal rate is 13.3%. New York's is 10.9%.A business owner earning $500,000 a year keeps roughly $56,000 more by living in Nevada. At $1 million in income, that gap becomes $119,000 annually. A single $2 million business-sale capital gain that clears after you've established Nevada domicile avoids approximately $265,000 in California state tax.But this only works when you do it right. Your former state, especially California, has deployed AI-assisted data matching to catch residents who claim they've left but haven't genuinely moved. This guide covers the legal requirements, the documents you need, and the mistakes that end in a six-figure audit bill.
Lenny Whiting
Tax Planning
Max Out 401k Tax Strategy. Roth vs Traditional IRA And HSA Plan
Max out 401k tax strategy is not about being clever, it is about following a simple playbook that high income professionals actually stick to.You earn good money.You pay a painful amount of tax.You know you should use every tax advantaged account available, but the rules feel like alphabet soup.401k.Traditional IRA.Roth IRA.Backdoor Roth.HSA.You do not need more jargon.You need a clear order of operations with real numbers.That is what this is.
Lenny Whiting
Tax Planning
Comprehensive Guide to Tax Planning Strategies
Tax planning strategies probably sound confusing, expensive, and easy to get wrong.You are worried about paying more tax than you should, getting flagged by the IRS, or missing some relief everyone else seems to know about.You are not alone.Most people focus on tax once a year when the return is due, and that is exactly why they overpay.This guide will walk you through tax planning strategies in plain English so you can keep more of what you earn without playing games with the rules.
Lenny Whiting
Tax Planning
Tax-Efficient Investing: Why Is It Important?
Tax-efficient investing is one of the most overlooked ways to grow your wealth faster.Most people obsess over picking the right stocks or timing the market.But here is the truth nobody talks about enough:It is not how much you make. It is how much you keep.
Lenny Whiting
Tax Planning
Comprehensive Guide to Tax Planning Strategies
Tax planning strategies aren’t about “beating” the system.They’re about using the rules properly so you keep more of what you earn without losing sleep over an IRS letter at 2am
Lenny Whiting
Tax Planning
Your Guide to Tax-Efficient Planning
Financial planning and tax planning are not just for the wealthy.They're for anyone who's tired of watching their money shrink every April.
Lenny Whiting
Tax Planning
Financial Planning for High Net Worth Individuals: What Nobody Tells You
Financial planning for high net worth individuals is not just about making more money.It is about keeping it, growing it, and making sure it outlives you.Most people think once you hit a certain number in your account, money starts taking care of itself.It does not.In fact, the more you have, the more ways there are to lose it.So let's talk about what actually matters.
Lenny Whiting
Tax Planning
What Services Do Business Tax Attorneys Typically Offer?
If you run a business and taxes feel like a minefield, you're not alone.Most business owners I talk to say the same thing:"I don't know what I don't know."That's exactly where a business tax attorney comes in.They're not just there to file your returns.They're there to protect your money, your business, and your future.Let me break down exactly what they do and why it matters to you.
Lenny Whiting
Tax Planning
How to Find a Qualified Business Tax Attorney Near You
If you're searching for a business tax attorney near me, you already know something's off.Maybe the IRS sent a letter.Maybe your accountant said "you need a lawyer for this."Maybe you're just tired of guessing whether your business is set up the right way.Whatever brought you here, this guide will help you find the right person fast.
Lenny Whiting
Tax Planning
What Is a Business Tax Attorney? (And Do You Actually Need One?)
Let me be straight with you.Most business owners find out they need a business tax attorney after they're already in trouble.Don't be that person.If you're running a business, dealing with the IRS, or trying to figure out how to legally keep more of your money, a business tax attorney might be the smartest hire you make this year.Let's break it down.
Lenny Whiting
Tax Planning
LLC vs. S-Corp: Which One Actually Saves You More in Taxes?
If you're asking "should I set up an LLC or an S-Corp", you're already asking the right question.Most people pick a business structure because their mate told them to, or because they Googled it for five minutes and went with whatever felt safest.That's how you leave thousands of dollars on the table every single year.I'm going to break down LLC vs. S-Corp in plain English so you can stop guessing and start making decisions based on actual numbers.
Lenny Whiting
Tax Planning
What Is an S Corp? A Simple Guide for Small Business Owners
What is an S Corp, and why does everyone keep telling you to get one?If you've been running a business for more than five minutes, you've heard it.Your accountant mentioned it. You saw it on YouTube. A friend brought it up.Most explanations make it sound complicated.It isn’t.Here’s the simple version.
Lenny Whiting
Tax Planning
CPA Attorney Near Me: Your Complete Guide to Hiring the Right Tax & Legal Expert
An IRS notice. A business deal gone sideways. A tax debt you didn't see coming. When the financial and legal stakes are high, you need one expert who speaks both languages fluently.Searching for a CPA attorney near me? This guide covers what they do, when you need one, and how to find the right fit, fast.
Lenny Whiting
Tax Planning
Can you recommend the top CPA firms in Las Vegas?
Are you buried in tax headaches? Struggling to find reliable CPA firms in Las Vegas? I get it. Running CPA Attorney LLC here in Las Vegas, Nevada, I've seen business owners lose sleep over bad advice or sky-high bills. You need pros who actually save you money. Not just file papers. Today, I'll break down the top CPA firms in Las Vegas. From my view on the ground. And why we stand out at CPA Attorney LLC.
Lenny Whiting
Tax Planning
Accountant Las Vegas NV – What Real Business Owners Should Know
Ever wonder why your books never seem to line up even when you’ve got the best intentions? Or why your accountant takes weeks to reply when tax season hits? Yeah. That’s the stuff that kills your focus faster than a bad coffee. If you’re searching for an accountant in Las Vegas NV who actually gets how business moves here, not just number‑crunchers but growth partners, this one’s for you.
Lenny Whiting
Tax Preparation
Common Tax Preparation Options Available in Las Vegas (And Which One Actually Works for You)
Tax preparation in Las Vegas NV isn't rocket science, but most people overcomplicate it. You've got options—free ones, paid ones, DIY software, or hiring a professional. The real question is: which one saves you the most money while keeping the IRS off your back? Let me break down every option so you can make a decision that actually makes sense for your situation.
Lenny Whiting
Tax Planning
When Can You Start Filing Taxes? Your Complete 2025 Tax Filing Guide
The Real Question Everyone Wants Answered You're sitting at your desk wondering: when can I start filing taxes this year? It's February 2026, and the IRS just opened the gates. Here's the straight truth: the IRS started accepting 2025 tax returns on January 26, 2026. That's it. That's when you can start filing taxes. The IRS processes most e-filed returns with direct deposit within 21 days. That's faster than most things in government move. The average federal tax refund is over $3,000. Why would you wait six months to get your money back? File early, get your refund early, problem solved.
Lenny Whiting
Tax Preparation
Finding the Right Tax Accountant in Las Vegas: A Complete Guide to Maximising Your Money
You're running a business, juggling taxes, and somewhere in the back of your mind, you're wondering: "Am I paying too much in taxes right now?" That question keeps a lot of Las Vegas business owners, professionals, and real estate investors up at night. Here's the thing—most people think taxes are just something that happens to them. You file, you pay, you move on. But that's not how it works if you know what you're doing.
Lenny Whiting
Advanced Tax Strategies
Tax Relief in Las Vegas: Your Real Options (Not the Scams)
You're getting those calls because someone knows you owe taxes. But the company on the other end isn't trying to help—they're trying to get paid upfront before disappearing. Here's what actually works.
Lenny Whiting
Tax Planning
How to Choose the Right Online Tax Filing Service for Your Needs
You're staring at a stack of receipts, documents, and forms wondering whether you should just file your own taxes or hire someone to handle it. It's a real question most business owners face, especially when there's so much noise out there about what's "best." Here's the honest truth: there is no one-size-fits-all answer. What works for your friend's simple W-2 situation won't work if you've got rental properties, business income, or complex investments. The right tax filing service for you depends on your specific situation, budget, and how much headache you want to deal with. Let me walk you through exactly how to find the CPA for tax filing that actually makes sense for your situation.
Lenny Whiting
Tax Planning
Tax Preparation Near Me: Finding the Right Help Without the Stress
I sat down with a client last week who'd spent the entire weekend trying to file their taxes using software they found online. They were stressed. They were exhausted. And they were pretty sure they were doing it wrong. Here's what I told them: finding tax preparation near you isn't just about convenience—it's about protecting yourself and your money. Let me explain why.
Lenny Whiting
Tax Planning
Nevada Solar Rebates and Incentives Guide: Your Complete 2025 Breakdown
Want to go solar but worried about the cost? Nevada's actually the perfect place to make that happen. With over 300 sunny days a year and some serious federal tax credits still available, you can slash your installation costs by thousands. But here's the thing—there's a deadline you need to know about, and it's coming fast. Let me break down exactly what's available, what you actually need to do, and why timing matters more than ever.
Lenny Whiting
Tax Planning
Asset Protection Trust: The Real Talk Guide for Nevada Business Owners
You've built something. A business. A brand. Real estate. Investments. Maybe all of it. So here's the uncomfortable question: What happens when someone sues you? Not if—when. That's where an asset protection trust comes in. But here's the thing. Most people don't understand what these actually do, what they don't do, or whether they're even legal (spoiler: they absolutely are). I'm Lenny at CPA Attorney, LLC in Las Vegas, and this is the real breakdown of asset protection trusts—no BS, just what you actually need to know.
Lenny Whiting
Tax Preparation
Tax and Estate Planning: The Stuff Nobody Wants to Talk About But Everyone Needs to Know
You're probably not thinking about tax and estate planning right now. But here's what happens when you don't.
Lenny Whiting
Solar Tax Plan
The Complete Guide to Solar Tax Planning: Maximize Your Savings in 2025
As a CPA and Attorney in Las Vegas, Nevada, I work with clients daily who want to understand how solar energy investments can reduce their tax burden while supporting clean energy goals.Solar tax planning has become increasingly sophisticated, especially with recent changes to federal legislation.This guide provides you with actionable insights to maximize every tax benefit available to you.
Lenny Whiting
Tax Preparation
The Complete Tax Preparation Guide: Answers to America's Top Tax Questions
Tax season can feel overwhelming, especially when you're unsure what documents you need, which deductions you qualify for, or even if you're filing correctly. If you've been searching for answers to common tax preparation questions, you're not alone—millions of Americans turn to Google each year asking the same things. This comprehensive guide answers the questions that people ask most frequently about tax preparation, helping you file accurately and maximize your tax savings.
Lenny Whiting
Tax Preparation
Tax Preparation for Small Business Owners in Las Vegas: A Complete 2025 Guide
Tax preparation for small business owners in Las Vegas is about more than filing forms; it’s a year-round strategy to track expenses, claim every eligible deduction, meet IRS and Nevada deadlines, and choose the right business structure so you legally minimize taxes while staying audit-ready and protecting cash flow.
Lenny Whiting
Tax Planning
Smart Tax Filing: Software, CPAs, and Local Services
Compare tax software vs. professional CPAs, find affordable tax preparation services near you, and discover free options for seniors and low-income filers.
Lenny Whiting
Advanced Tax Strategies
Discover Effective Tax Strategies for High-Income Earners: Advanced Planning for Maximum Savings
If you’re a high-income earner, taxes can take a big bite out of your earnings. But with the right tax planning strategies, you can legally minimize your tax bill, protect your wealth, and plan for a secure financial future. This guide covers the most effective tax saving strategies for high-income individuals, with actionable tips and U.S.-based examples.
Lenny Whiting