Every advanced tax strategy,
in one library.
Plain language. Real strategies. Written by licensed professionals with 20+ years of experience.
S-Corp Election
FeaturedSplit income between salary and distributions to reduce self-employment tax.
Reduce Self-Employment Tax
Featured5 legal strategies to cut the 15.3% SE tax bill: S-Corp, Solo 401(k), and more.
QBI Deduction (IRC §199A)
FeaturedDeduct up to 20% of qualified business income — equivalent to cutting your rate.
Augusta Rule
FeaturedRent your home to your business for up to 14 days annually — tax-free income.
LLC vs S-Corp vs C-Corp
FeaturedEntity structure tax comparison: SE tax, 21% C-Corp rate, QSBS, pass-through.
Home Office Deduction
FeaturedSimplified vs. actual expense method — which saves you more?
1031 Exchange
FeaturedDefer capital gains indefinitely by rolling real estate profits into new property.
Real Estate Professional Status
FeaturedUnlock unlimited rental losses against W-2 income — the 750-hour rule explained.
Solo 401(k)
FeaturedContribute up to $70,000 in 2025 — more than SEP-IRA for most earners, with Roth.
Defined Benefit / Cash Balance Plan
FeaturedContribute $100K–$200K+ per year. The ultra-high earner retirement weapon.
Capital Gains Tax Planning
FeaturedTiming, loss harvesting, zero-rate bracket, QSBS §1202 $10M exclusion.
Charitable Remainder Trust (CRT)
FeaturedBypass capital gains, get income for life, take a charitable deduction. IRC §664.
QSBS: §1202 Gain Exclusion
FeaturedFounders and investors: exclude up to $10M in capital gains. C-Corp, 5-year hold.
S-Corp Election
FeaturedSplit income between salary and distributions to reduce self-employment tax.
Reduce Self-Employment Tax
Featured5 legal strategies to cut the 15.3% SE tax bill: S-Corp, Solo 401(k), and more.
QBI Deduction (IRC §199A)
FeaturedDeduct up to 20% of qualified business income — equivalent to cutting your rate.
Accountable Plan
Reimburse business expenses through your corporation, tax-free.
Augusta Rule
FeaturedRent your home to your business for up to 14 days annually — tax-free income.
Mileage & Vehicle Deduction
Standard rate ($0.70/mile 2025) vs. actual expenses — which method wins for you.
Bonus Depreciation
Deduct 100% of qualifying equipment costs in year one instead of over decades.
Business Succession Planning
Structure ownership transfer to minimize estate and capital gains taxes.
Hire Your Children
Pay your kids from your business — they pay little or no tax on the income.
NOL Carryforward
Use net operating losses from bad years to offset future profitable years.
Reasonable Compensation
Navigate the IRS salary requirement for S-Corp owners and minimize SE tax.
Vehicle Depreciation
Section 179 and bonus depreciation strategies for business vehicles.
S-Corp Election Timing
Form 2553 deadlines, late election relief under Rev. Proc. 2013-30, and LLC conversion.
Estimated Quarterly Taxes
Safe harbor rule, 2025 due dates, and how to avoid the IRC §6654 penalty.
1099 Forms: NEC vs MISC vs K
1099-NEC for contractors, 1099-K threshold $600 in 2025, penalties for late filing.
Section 179 Expensing
Write off up to $2.5M in equipment immediately. How it differs from bonus depreciation.
Business Travel Deduction
Away-from-tax-home rule, 100% flights/hotels, 50% meals, zero entertainment.
LLC vs S-Corp vs C-Corp
FeaturedEntity structure tax comparison: SE tax, 21% C-Corp rate, QSBS, pass-through.
Business Meals Deduction
50% deductible meals, zero for entertainment since TCJA 2018, §274(d) documentation.
Home Office Deduction
FeaturedSimplified vs. actual expense method — which saves you more?
Charitable Deduction Strategies
Donor-advised funds, appreciated stock, and bunching to maximize deductions.
Child Tax Credit
Maximize the $2,000-per-child credit and the additional refundable portion.
Crypto Tax Strategy
Track cost basis, harvest losses, and navigate the wash-sale gap.
Earned Income Tax Credit
The most powerful refundable credit for working families — often unclaimed.
Estate Planning Basics
Trusts, step-up in basis, and gifting strategies to protect generational wealth.
Self-Employed Health Insurance
Deduct 100% of premiums above the line — including Medicare, spouse, dependents.
Health Insurance Deduction (S-Corp)
S-Corp owners: deduct premiums through payroll without FICA — exact protocol.
HRA Medical Reimbursement
Set up a Health Reimbursement Arrangement to cover medical costs tax-free.
1031 Exchange
FeaturedDefer capital gains indefinitely by rolling real estate profits into new property.
Real Estate Professional Status
FeaturedUnlock unlimited rental losses against W-2 income — the 750-hour rule explained.
Passive Activity Rules (IRC §469)
$25K allowance, STR loophole, suspended losses released on sale. Escape routes.
Depreciation Recapture
25% §1250 rate on real estate, ordinary rates on §1245 personal property. How to defer.
Installment Sale (IRC §453)
Spread capital gains across multiple years. Gross profit ratio, recapture year-1 rule.
Cost Segregation
Accelerate depreciation on real property components to front-load deductions.
Opportunity Zone
Defer and reduce capital gains by investing in designated Opportunity Zones.
Qualified Opportunity Fund
Structure your QOF investment to maximize capital gains deferral and exclusion.
Solo 401(k)
FeaturedContribute up to $70,000 in 2025 — more than SEP-IRA for most earners, with Roth.
SEP-IRA
Contribute up to $70,000 pre-tax as a self-employed professional.
2025–2026 Retirement Limits
401(k), IRA, SEP-IRA, Solo 401(k): every limit, every plan, how to stack them.
Defined Benefit / Cash Balance Plan
FeaturedContribute $100K–$200K+ per year. The ultra-high earner retirement weapon.
Backdoor Roth IRA
Contribute to Roth despite high income. Pro-rata rule, step transaction, mega backdoor.
Capital Gains Tax Planning
FeaturedTiming, loss harvesting, zero-rate bracket, QSBS §1202 $10M exclusion.
Gift Tax Annual Exclusion
$19K per recipient in 2025, direct tuition payments unlimited, TCJA sunset risk.
Charitable Remainder Trust (CRT)
FeaturedBypass capital gains, get income for life, take a charitable deduction. IRC §664.
QSBS: §1202 Gain Exclusion
FeaturedFounders and investors: exclude up to $10M in capital gains. C-Corp, 5-year hold.
HSA: Triple Tax Advantage
Pre-tax in, tax-free growth, tax-free out. Best account for medical + retirement.
Foreign Earned Income Exclusion
Exclude up to $130,000 of foreign income from US tax if living abroad.
Energy Efficiency Tax Credits
Federal credits for EVs, solar, heat pumps, and home efficiency upgrades.
R&D Tax Credit
Claim the Section 41 credit for qualifying research and development activities.
Work Opportunity Tax Credit
Credit up to $9,600 per qualifying employee from targeted groups.
Ask Genie about your specific situation.
Genie analyzes your actual numbers and identifies strategies specific to you.
Consult a licensed professional before implementing any strategy.