Insights
The thinking behind the advice.
Long-form articles from the firm, plus featured episodes of the Tax Blueprints podcast. Written for owner-operators and high-net-worth families who want the reasoning, not the headline.
Tax Blueprints Podcast
Hear how we think, one episode at a time.
Hosted by Daniel Rohr, Tax Blueprints covers what clients actually ask about: real estate, retirement plans, equity compensation, entity choice, and estate planning fundamentals. Start with a featured episode below, then head to the podcast page for all 24 episodes.
Episode 24
Aug 5, 2026Daniel Rohr, CPA/PFS, EA, explains how Spousal Lifetime Access Trusts remove future appreciation from a taxable estate while preserving indirect access, plus the risks that can derail the strategy.
Episode 22
Nov 17, 2023SEPs, SIMPLEs, Solo 401(k)s, and Safe Harbor plans - how to pick the right retirement vehicle for your business.
Episode 10
Aug 9, 2023Passive, active, and material participation - the rules that determine whether real estate losses actually offset your other income.
Featured writing
Recent from the firm.
Legislation
Sep 3, 2025The IRS and Treasury Define ‘No Tax on Tips’. Which Industries and Occupations Qualify?
In 2025, the “No Tax on Tips” provision, part of the landmark One Big Beautiful Bill Act (OBBBA) signed into law on July 4, 2025, introduced major changes to how tip income and employer tip-related tax credits are handled.
Read the articleIRS Updates
Aug 29, 2025Mandatory Electronic IRS Payments Are Coming: What Clients Need To Know
On March 25, 2025, the White House issued an Executive Order directing the federal government to move to electronic payments and collections. The order instructs Treasury to stop issuing paper checks for federal disbursements and to shift incoming federal…
Read the articleIn the Media
Aug 21, 2025Breaking Down the One Big Beautiful Bill: Daniel Rohr’s Conversation on The Dave Congalton Show
I was recently invited onto _The Dave Congalton Show_ on KVEC, which that day was guest hosted by my long-time friend Jim Serybert. Jim and I go way back - he even mentioned on air that we’ve known each other since I was in junior high - which made the…
Read the articleArticle archive
Deep dives on recurring questions.
A working library on the topics we cover most often with clients.
Estate Planning
Aug 9, 2023Navigating The Estate Planning Benefits Of An Irrevocable Trust In California
In the realm of estate planning, an irrevocable trust can be a powerful tool for Californians looking to preserve their wealth and secure their financial legacy for future generations. This type of trust, once established, cannot be easily amended or…
Estate Planning
Aug 9, 2023Benefits Of A Living Trust In California
A living trust is a popular estate planning tool that offers numerous advantages to individuals seeking to manage their assets and secure their financial future. In California, living trusts are increasingly being utilized as a proactive measure to protect…
Estate Planning
Aug 9, 2023Portability And The Deceased Spousal Unused Exemption: A Comprehensive Guide
When a spouse passes away, their surviving partner often faces complex financial and legal challenges. One of the most important concerns is navigating the federal estate tax system, which can significantly impact the survivor’s financial future. In this…
Real Estate
Aug 9, 2023Understanding The 1031 Exchange: A Guide For Real Estate Investors
The 1031 exchange, also known as a like-kind exchange or Starker exchange, is a valuable tool for real estate investors looking to defer capital gains taxes when selling a property. This tax-deferral strategy, named after the Internal Revenue Code (IRC)…
Real Estate
Aug 9, 2023Unraveling The Benefits Of Cost Segregation Studies For Tax Savings
Cost segregation studies have become increasingly popular among real estate owners and investors, thanks to the substantial tax savings they can provide. These studies are designed to analyze and reclassify property assets into shorter depreciation…
Retirement
Aug 9, 2023Individual Retirement Accounts – Traditional vs. Roth
When it comes to retirement planning, one of the most popular investment vehicles available to Americans is an Individual Retirement Account (IRA). There are two main types of IRAs: Traditional IRAs and Roth IRAs. While both are designed to help…
Retirement
Aug 9, 2023Understanding 401(k)S, Simple IRAs, And SEP IRAs: Key Differences Explained
Preparing for retirement is a critical aspect of personal financial planning. One way to secure a comfortable retirement is by investing in employer-sponsored retirement plans or individual retirement accounts (IRAs). Among the various options available,…
Retirement
Aug 9, 2023The Decision Matrix For Roth Conversions: A Guide
Roth conversions, a process where you change a Traditional Individual Retirement Account (IRA) or 401(k) into a Roth IRA, is a retirement planning strategy that can offer significant tax advantages. However, this decision isn’t for everyone, and it’s…
Business
Aug 9, 2023Unlocking Tax Benefits For Employees And Business Owners: The Power Of An Accountable Plan
In today’s competitive business environment, attracting and retaining top talent is a priority for many organizations. Employee benefits play a crucial role in this effort, as they can significantly impact an individual’s decision to join or remain with a…
Equity Comp
Aug 9, 2023Demystifying Stock Options: Types And Tax Implications
Stock options have become an increasingly popular form of compensation, offering employees a stake in the growth and success of a company. However, understanding the different types of stock options and their tax implications can be challenging. This…
Equity Comp
Aug 9, 2023Demystifying The § 83(b) Election: A Comprehensive Guide With Examples
The 83(b) election is an essential tax planning tool for individuals who receive equity in a company, especially in startups. It can provide significant tax savings if exercised correctly. In this article, we’ll explain the concept of the 83(b) election,…
California
Aug 2, 2026California PTE Elective Tax: Extended Through 2030, and the June 15 Deadline Is No Longer Fatal
SB 132 extended California's pass-through entity elective tax through 2030 and changed the rules. Starting in 2026, missing the June 15 payment no longer voids the election. Instead your credit is cut by 12.5% of the shortfall. Here is how the election works, what the reduction costs, and how the higher SALT cap changes the math.
Advisory Quarterly
Written for members only.
All advisory members receive our Advisory Quarterly in the Advisory Hub. It covers legislation that matters, planning windows to act on, and the questions we are hearing most from clients that season. We do not send a general marketing newsletter.