--- title: VIP Financial Insights | Expert Wealth & Tax Strategies for High Earners | Business Owner Planning (2) description: Business Owner Planning | Explore expert-driven tax strategies, equity compensation tips, and wealth-building insights tailored for high-income professionals. Stay sharp with VIP Financial Insights from Mark Stancato CFP®. (2) --- [![VIP Wealth Advisors](https://vipwealthadvisors.com/hs-fs/hubfs/VIP_WEALTH_ADVISORS_LOGO_WEB_334x80_WHITE.png?width=334&height=80&name=VIP_WEALTH_ADVISORS_LOGO_WEB_334x80_WHITE.png "VIP Wealth Advisors")](https://vipwealthadvisors.com) - [Services](https://vipwealthadvisors.com/services) - [Financial Planning](https://vipwealthadvisors.com/financial-planning) - [Tax Planning](https://vipwealthadvisors.com/tax-planning) - [Investment Management](https://vipwealthadvisors.com/investment-management) - [Estate Planning](https://vipwealthadvisors.com/estate-planning) - [Stock Options](https://vipwealthadvisors.com/stock-option-exercise-strategies) - [Budgeting & Cash Flow Analysis](https://vipwealthadvisors.com/budgeting-cash-flow-analysis) - [Insurance Review & Recommendations](https://vipwealthadvisors.com/insurance-review) - [Retirement Planning](https://vipwealthadvisors.com/retirement-planning) - [Education Planning](https://vipwealthadvisors.com/education-planning) - [Cryptocurrency](https://vipwealthadvisors.com/cryptocurrency) - [Home Purchase & Income Properties](https://vipwealthadvisors.com/income-property-home-purchase) - [Hourly Support](https://vipwealthadvisors.com/hourly-support) - [Pricing](https://vipwealthadvisors.com/pricing) - [About](https://vipwealthadvisors.com/about) - [How it Works](https://vipwealthadvisors.com/how-it-works) - [Investment Philosophy](https://vipwealthadvisors.com/insights/investment-strategy) - [Press](https://vipwealthadvisors.com/press) - [Professional Affiliations](https://vipwealthadvisors.com/professional-affiliations) - [Credentials](https://vipwealthadvisors.com/cfp-designations) - [What VIP Really Means](https://vipwealthadvisors.com/insights/story-behind-vip-wealth-advisors) - [Insights](https://vipwealthadvisors.com/media-hub) - [Articles](https://vipwealthadvisors.com/insights) - [Videos](https://www.youtube.com/@MarkThePrivateCFO) - [Contact](https://vipwealthadvisors.com/contact) - [Client Portal](https://vipwealthadvisors.com/client-portal) Hit enter to search or ESC to close [.](https://vipwealthadvisors.com/client-portal) Hit enter to search or ESC to close # Insights Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond. ![Moving Before a Liquidity Event? Equity Taxes May Follow You](https://vipwealthadvisors.com/hubfs/moving-before-liquidity-event-equity-tax.jpg) September 30, 2026 ## [Moving Before a Liquidity Event? Equity Taxes May Follow You](https://vipwealthadvisors.com/insights/moving-before-liquidity-event-equity-tax) [Moving before an IPO, acquisition, tender offer, or other liquidity event may reduce state taxes on some equity-compensation income, but a former state can still tax compensation tied to work...](https://vipwealthadvisors.com/insights/moving-before-liquidity-event-equity-tax) - [All](https://vipwealthadvisors.com/insights) - [Taxes](https://vipwealthadvisors.com/insights/topic/taxes) - [Financial Planning](https://vipwealthadvisors.com/insights/topic/financial-planning) - [Equity Compensation](https://vipwealthadvisors.com/insights/topic/equity-compensation) - [Investments](https://vipwealthadvisors.com/insights/topic/investments) - [RSU](https://vipwealthadvisors.com/insights/topic/rsu) - [Retirement](https://vipwealthadvisors.com/insights/topic/retirement) - [Tax Policy & Legislation](https://vipwealthadvisors.com/insights/topic/tax-policy-legislation) - [Business Owner Planning](https://vipwealthadvisors.com/insights/topic/business-owner-planning) --- [![Modern flat-lay of a tablet showing Revenue Procedure 2025-32 next to a notebook titled 2026 Tax Planning, symbolizing expert financial and tax guidance.](https://vipwealthadvisors.com/hubfs/irs-2026-inflation-adjustments-2.jpg)](https://vipwealthadvisors.com/insights/irs-2026-inflation-adjustments) October 16, 2025 ## [2026 Tax Brackets, Credits, and Deductions: What the IRS Just Updated](https://vipwealthadvisors.com/insights/irs-2026-inflation-adjustments) [The IRS has officially released Revenue Procedure 2025-32, detailing more than 60...](https://vipwealthadvisors.com/insights/irs-2026-inflation-adjustments) [![Computer engineer reviewing OBBBA Qualified Business Income (QBI) changes on a laptop in a modern office](https://vipwealthadvisors.com/hubfs/qualified-business-income-qbi-after-obbba-1.jpg)](https://vipwealthadvisors.com/insights/qualified-business-income-qbi-after-obbba) October 14, 2025 ## [Qualified Business Income (QBI) After the OBBBA: What Pass-Through Owners Need to Know](https://vipwealthadvisors.com/insights/qualified-business-income-qbi-after-obbba) [When you run a pass-through business, whether as a sole proprietor, S corporation shareholder,...](https://vipwealthadvisors.com/insights/qualified-business-income-qbi-after-obbba) [![LLCs Explained: Single vs Multi-Member. Split design with wedding rings on one side and IRS tax forms faint in the background.](https://vipwealthadvisors.com/hubfs/llc-taxes-single-vs-multi-member-qjv-1.jpg)](https://vipwealthadvisors.com/insights/llc-taxes-single-vs-multi-member-qjv) October 3, 2025 ## [LLC Taxes: Single vs Multi-Member Rules & Spouse QJV Election](https://vipwealthadvisors.com/insights/llc-taxes-single-vs-multi-member-qjv) [The Limited Liability Company (LLC) is one of the most common business structures for small...](https://vipwealthadvisors.com/insights/llc-taxes-single-vs-multi-member-qjv) [![Solo 401k Form 5500-EZ Mistake](https://vipwealthadvisors.com/hubfs/solo-401k-form-5500ez-mistake.jpg)](https://vipwealthadvisors.com/insights/solo-401k-form-5500ez-mistake) September 9, 2025 ## [Solo 401(k) Owners: Don't Ignore Form 5500-EZ or Pay the Price](https://vipwealthadvisors.com/insights/solo-401k-form-5500ez-mistake) [For self-employed professionals and business owners, the Solo 401(k) is a retirement...](https://vipwealthadvisors.com/insights/solo-401k-form-5500ez-mistake) [![Illustration of a business owner freezing and thawing a retirement plan lever, with tax forms, income graphs, and cash flow charts in the background.](https://vipwealthadvisors.com/hubfs/cash-balance-freeze-thaw-strategy.jpg)](https://vipwealthadvisors.com/insights/cash-balance-freeze-thaw-strategy) August 6, 2025 ## [Cash Balance Plan Freeze and Thaw Strategy: A Smarter Tax Move for Business Owners](https://vipwealthadvisors.com/insights/cash-balance-freeze-thaw-strategy) [Most high-income business owners are looking for ways to reduce taxable income, fast. One of...](https://vipwealthadvisors.com/insights/cash-balance-freeze-thaw-strategy) [![Dark blue digital illustration featuring tax symbols, oil rig graphics, and IRS form icons, representing investment tax deductions using IDCs for high-income professionals.](https://vipwealthadvisors.com/hubfs/tax-write-off-intangible-drilling-costs.jpg)](https://vipwealthadvisors.com/insights/oil-and-gas-tax-write-offs) June 30, 2025 ## [Write Off 60–80% of an Oil & Gas Investment Against W-2 Income](https://vipwealthadvisors.com/insights/oil-and-gas-tax-write-offs) [If you're a high-income professional, executive, or business owner, you've likely maxed out...](https://vipwealthadvisors.com/insights/oil-and-gas-tax-write-offs) [![Illustration of U.S. Capitol dome with tax policy icons, representing legislative changes for high-income taxpayers in 2025](https://vipwealthadvisors.com/hubfs/2025-senate-tax-bill-impact-wealthy.jpg)](https://vipwealthadvisors.com/insights/senate-tax-bill-affluent-taxpayers-2025) June 30, 2025 ## [What the Senate's New Tax Bill Means for High Earners](https://vipwealthadvisors.com/insights/senate-tax-bill-affluent-taxpayers-2025) [The Senate's "Big, Beautiful Bill" Just Passed - Here's What It Means for Affluent Taxpayers In a...](https://vipwealthadvisors.com/insights/senate-tax-bill-affluent-taxpayers-2025) [![Tech Employee Responding to When a Line of Code Collides with a Line in the Tax Code](https://vipwealthadvisors.com/hubfs/How-Section-174-Helped-Trigger-Massive-Tech-Layoffs--.jpg)](https://vipwealthadvisors.com/insights/section-174-tech-layoffs) June 21, 2025 ## [This Obscure Tax Law Helped Trigger the Biggest Tech Layoffs in Years](https://vipwealthadvisors.com/insights/section-174-tech-layoffs) [For decades, the U.S. tax code rewarded innovation. If you hired engineers, built internal...](https://vipwealthadvisors.com/insights/section-174-tech-layoffs) [![Text-based thumbnail showing What Wealthy Business Owners Do Differently in bold white letters on navy background](https://vipwealthadvisors.com/hubfs/Video-Blog-Business-Owner-Defined-Benefit-Or-Cash-Balance-Plan--.jpg)](https://vipwealthadvisors.com/insights/cash-balance-plan-for-business-owners) June 18, 2025 ## [The Cash Balance Plan Strategy: What Wealthy Business Owners Do Differently](https://vipwealthadvisors.com/insights/cash-balance-plan-for-business-owners) [If you’re a high-income business owner and think you’re “maxing out” your retirement...](https://vipwealthadvisors.com/insights/cash-balance-plan-for-business-owners) [![Augusta Rule Section 280A(g) infographic showing tax-free rental income for 14 days](https://vipwealthadvisors.com/hubfs/Augusta-Rule-Section-280Ag-.jpg)](https://vipwealthadvisors.com/insights/augusta-rule-tax-strategy) June 16, 2025 ## [How the IRS Augusta Rule Can Benefit High-Income and Wealthy Households](https://vipwealthadvisors.com/insights/augusta-rule-tax-strategy) [**Also known as Section 280A(g), the “Augusta Rule” is a powerful and often overlooked tax strategy...**](https://vipwealthadvisors.com/insights/augusta-rule-tax-strategy) [1](https://vipwealthadvisors.com/insights) [2](https://vipwealthadvisors.com/insights/tag/business-owner-planning/page/2) [![VIP Wealth Advisors](https://vipwealthadvisors.com/hubfs/VIP_WEALTH_ADVISORS_LOGO_WEB_334x80_WHITE.png)](https://vipwealthadvisors.com/) Flat, transparent fees (0% AUM). 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