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Stephen Nelson CPA

Vacation Rental Tax Shelters

May 6, 2019 By Stephen Nelson CPA

Picture of a log cabin that works as a vacation rental tax shelter

Potentially, a vacation rental tax shelter generates extremely large tax deductions for an investor. Even better, almost anybody can use a vacation … [Read more...] about Vacation Rental Tax Shelters

Filed Under: individual income taxes, real estate

The Illusions of Entrepreneurship Professors

April 15, 2019 By Stephen Nelson CPA

Picture of professor in front of students

Late last year, I posted a couple of essays that defended Thomas Stanley’s Millionaire Next Door theory: Defending the Millionaire Next Door Theory … [Read more...] about The Illusions of Entrepreneurship Professors

Filed Under: New business, personal finance

The 50-something Entrepreneur’s Last-minute Retirement Plan

April 1, 2019 By Stephen Nelson CPA

Picture of a worried businessman at the office

Recently, a friend (not a client) asked about getting started with a retirement plan. The awkward part of the question? Though successful in his … [Read more...] about The 50-something Entrepreneur’s Last-minute Retirement Plan

Filed Under: personal finance, retirement

Final Section 199A Regulation Correction: Separate v. Separable

March 15, 2019 By Stephen Nelson CPA

Section 199A final regulation correction changes "separate" books requirement.

On February 1, 2019, the IRS published a corrected version of their final regulations for Section 199A (available here). The corrections include a … [Read more...] about Final Section 199A Regulation Correction: Separate v. Separable

Filed Under: business taxes, individual income taxes, Section 199A

The Lost Tax Deductions Under New Law

March 4, 2019 By Stephen Nelson CPA

Picture for lost tax deductions blog post

Over the last year, you’ve surely read or heard that many long-standing deductions go away. In this short blog post, I’m going to review these lost … [Read more...] about The Lost Tax Deductions Under New Law

Filed Under: individual income taxes

Section 199A Qualified Business Income Adjustments

February 8, 2019 By Stephen Nelson CPA

Picture for qualified business income adjustments blog post,

The new Section 199A deduction gets complicated for dozens of reasons. But one nearly hidden complexity? The qualified business income adjustments, or … [Read more...] about Section 199A Qualified Business Income Adjustments

Filed Under: Section 199A

Salvaging Partnership Section 199A Deductions

January 10, 2019 By Stephen Nelson CPA

For partnership Section 199A blog post, a picture of Large tracked excavator working a steel pile at a metal recycle yard, France

You have probably already heard the bad news. Partnership Section 199A deductions get limited or even eliminated in many situations. If you’re a … [Read more...] about Salvaging Partnership Section 199A Deductions

Filed Under: business taxes, Section 199A

Publication 535 Fleshes Out Additional Section 199A Details

December 22, 2018 By Stephen Nelson CPA

Picture of jets on tarmac in Zurich, gridlocked. A metaphor for CPA firms waiting for Section 199A final regulations.

A first version of some of the pages in 2018 IRS Publication 535 appeared a few days ago. (See here.) And conveniently the pages provide additional … [Read more...] about Publication 535 Fleshes Out Additional Section 199A Details

Filed Under: Section 199A

Section 199A Qualified Business Income Deduction Danger Zones

December 19, 2018 By Stephen Nelson CPA

Some bad news I’m afraid.  The new Section 199A qualified business income deduction creates a number of danger zones for taxpayers and their tax … [Read more...] about Section 199A Qualified Business Income Deduction Danger Zones

Filed Under: business taxes, individual income taxes, Section 199A

Real Estate Broker Section 199A Deduction

December 10, 2018 By Stephen Nelson CPA

Couple standing with real estate agent selling them a home

If you’re a real estate agent or broker, you may wonder whether the new Section 199A deduction works for you. And the short answer: Probably you … [Read more...] about Real Estate Broker Section 199A Deduction

Filed Under: business taxes, individual income taxes, real estate, Section 199A

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Featured Posts

Trump Savings Accounts provide a slick way for parents to save money for kids.

Trump Savings Accounts – Free Money from the Government

Child focused tax benefits have taken on many forms over the years.  We've had child tax credits, dependent care credits, education credits, 529 … [Read More...] about Trump Savings Accounts – Free Money from the Government

Combine Section 1031 like-kind exchanges with Section 168(k) bonus depreciation to create large deductions.

Bonus Depreciation and 1031 Exchanges: A Hidden Opportunity

Real estate investors know about bonus depreciation. They also know about 1031 like-kind exchanges. But not everyone realizes that the two rules can … [Read More...] about Bonus Depreciation and 1031 Exchanges: A Hidden Opportunity

100% bonus depreciation creates new opportunities for investors and entrepreneurs

The Section 168(k) Bonus Depreciation Purchased Requirement

You can get 100% bonus depreciation on tangible personal property assets you purchase and place into service after January 19, 2025. That seems … [Read More...] about The Section 168(k) Bonus Depreciation Purchased Requirement

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