Guides for physicians, attorneys, and professional firm owners
Each guide covers the rules, the 2026 numbers, a worked example, common mistakes, and when to bring in a professional.
Cash balance plans for professional practices: how older owners can deduct $200,000+ a year
How cash balance plans work alongside a 401(k), the 2026 limits, what employees must receive, and how to size contributions by owner age.
9 min read →ConnecticutConnecticut taxes for professional practices: the PET, New York income, and practice real estate
Connecticut's 6.99% PET and 87.5% credit under the 2026 SALT cap, New York income for Fairfield County owners, PCs, and practice real estate, with examples.
9 min read →Real estateShould your practice own its building? Structure, rent, and the self-rental rules
Holding practice real estate in a separate LLC: fair-market rent, cost segregation, and how the self-rental and grouping rules treat income and losses.
8 min read →QBIThe QBI deduction for specified service businesses: thresholds and planning
Which professions are SSTBs, the 2026 $403,500 / $201,750 thresholds and phase-in ranges, and how retirement contributions can preserve the 20% deduction.
7 min read →State taxPTET elections and partner compensation: a 2026 guide for professional firms
How pass-through entity tax elections bypass the SALT cap, why they survived the 2025 law, and how guaranteed payments and S corp salary affect tax and benefits.
7 min read →Find out what your practice could be deducting for 2026.
In a consultation, we look at your practice and personal returns, owner compensation, and staff payroll, estimate what PTET and other entity tax planning could be worth to each owner, and tell you whether a cash balance plan makes sense to model with your actuary and TPA.