Advanced tax planning for high-income earners and business owners: retirement contributions, the Augusta Rule, tax loss harvesting, charitable strategies, and year-end moves that move the needle.

Most business owners leave thousands on the table because they wait until April to think about taxes. Here are the proactive moves that actually move the needle.
Tiffany Nellums, EA
March 18, 2026 · 8 min read
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Estimates based on 2025 federal tax brackets. State taxes not included. For illustration purposes only.
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$18,400
Avg. Client Savings
5+
Strategies Analyzed
60 sec
Takes Only
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