Succession and the Family Business: Tax Moves to Make Years Before You Sell
Family business succession is easier to plan before a health problem, burnout, or an unexpected offer forces a decision. Starting early gives you time
Tax Planning
Tax planning articles from Schultz CPA: entity choice, timing income and deductions, retirement contributions and multi-year strategy for Ohio filers.
22 articles
Buying Into (or Out of) a Dental Practice: Tax Fundamentals
Two dental practice deals at the same price can produce different tax bills. How the structure, price allocation, and earnouts change what you owe.
Year-End Tax Planning for 2026
Review 2026 tax payments, retirement contributions, charitable gifts, investment sales, and business purchases, with key year-end deadlines.
Tax Basics for Therapists in Private Practice
Tax basics for therapists: compare Schedule C and S corporation treatment, estimated payments, practice deductions, and 2026 retirement limits.
Crypto and Your Taxes
Crypto taxes in 2026: learn which transactions to report, how to track basis, and what to check for losses, gifts, and donations.
Law Firm Partner Taxes: K-1s, Estimated Payments, and Ohio PTET
Once you're an equity partner in a firm taxed as a partnership, you report your share of the firm's income
Agency Owner Taxes: Contractors, R&D, and Keeping More of What You Bill
Contractor classification, R&D expensing, and S-corp reasonable compensation, plus handling estimates when agency revenue arrives in lumps.
The QBI Deduction Is Now Permanent: What Pass-Through Owners Should Revisit
How the permanent QBI deduction works for business owners, including 2026 service-business income limits, payroll, and Ohio tax treatment.
LLC, S Corporation, or C Corporation? Choosing Your Business Structure
Compare LLC, S corporation, and C corporation tax treatment, owner pay, annual costs, and Ohio rules before choosing a business structure.