INSIGHTS
Tax Planning, Accounting & Advisory Resources
Practical articles, guides, and tools for medical practice owners, real estate investors, andbusiness owners in the DFW metro and the Bay Area — written by the SG Inc CPA advisory team.
Browse by topic below, search the full archive, or download a resource to apply directly to your situation. When you are ready to move from reading to planning, a confidential tax review call is one click away.
Browse By Topic
Select a topic to filter the article archive, or scroll down to browse all recent insights.
01
Tax planning services
Year-round strategy for business owners and practice operators — entity structure, deductions, owner compensation, and proactive planning.
02
Medical Practices
Healthcare-specific accounting, payroll compliance, equipment deductions, practice entity structure, and physician tax strategy.
03
Real Estate
Property-level bookkeeping, cost segregation, 1031 exchanges, lender-ready financials, and tax strategy for investors and landlords.
04
Payroll & Bookkeeping
Clean books, payroll processing, QuickBooks guidance, and financial reporting for DFW and Bay Area businesses.
Featured Insights
Articles, updates, and advisory perspectives from the SG Inc CPA team — covering tax planning, medical practice accounting, real estate, bookkeeping, and regulatory updates for DFW and Bay Area clients.
SALT Deduction Cap Increased to $40,000 for 5 Years: What You Need to Know
Between 2018 and 2025, the Tax Cuts and Jobs Act (TCJA) capped the deduction for state and local
One Big Beautiful Bill Act (OBBBA): Major Tax Changes for Individuals and Business Owners in 2025
The One Big Beautiful Bill Act (OBBBA) contains some of the most comprehensive federal tax reforms in recent
Downloadable Resources
Download and use directly, or book a review call to apply them to your own numbers.
Year-End Tax Planning
20-item checklist for S-Corp owners and LLC operators. Update annually before Q4.
BEST FOR – S-CORP AND LLC OWNERS
The Physician's Guide to Reducing Your Tax Burden
10–12 page guide covering the five highest-leverage strategies for medical practice owners in TX and CA. Primary ICP lead magnet.
Best for — routes to physician-nurture sequence.
Real Estate Investor Tax
15-question decision checklist for property investors. Covers depreciation, cost segregation, entity structure, lender readiness, and 1031 timing.
Best for — routes to real-estate-nurture sequence.
S-Corp Reasonable Compensation Calculator
Interactive worksheet estimating a reasonable salary range and SE tax savings for S-Corp owners. Build as fillable PDF or HTML tool.
Ungated — mid-funnel engagement asset.
California vs. Texas Tax Comparison Guide
Side-by-side state tax comparison for business owners managing income across both states. Unique to SG Inc CPA’s two-office footprint.
Best for — routes to multi-state-nurture sequence.
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