top of page

TaxFi Solutions

Individuals

Stay informed and in control of your personal tax situation. In this section, you’ll find practical guides, expert tips, and updates on everything related to individual income taxes — from filing basics and deduction strategies to IRS rules and annual changes. Whether you’re a W-2 employee, freelancer, or retiree, these articles are designed to help you minimize your tax bill, avoid common pitfalls, and make smarter financial decisions year-round.

Person using a calculator and reviewing financial graphs on a computer, illustrating donating appreciated stock and tax planning strategies.

Person using a calculator and reviewing financial graphs on a computer, illustrating donating appreciated stock and tax planning strategies.

Donating Appreciated Stocks: A Smart Strategy for Tax-Efficient Giving

Christian Wolff

10 hours ago3 min read

Person analyzing stock market chart on an office computer screen while reviewing tax loss harvesting opportunities.

Person analyzing stock market chart on an office computer screen while reviewing tax loss harvesting opportunities.

Tax-Loss Harvesting: A Practical Way to Reduce Investment Taxes

Christian Wolff

6 days ago3 min read

Trump Accounts: How They Work and Key Details

Trump Accounts: How They Work and Key Details

Trump Accounts: How They Work and Key Details

Christian Wolff

Dec 103 min read

Medical expenses tax deduction illustration with stethoscope on hospital bed symbolizing deductible healthcare costs.

Medical expenses tax deduction illustration with stethoscope on hospital bed symbolizing deductible healthcare costs.

Medical Expenses Tax Deduction: Avoid Common Misunderstandings and Maximize Your Benefits

Christian Wolff

Dec 33 min read

Employee break room time clock used for tracking work hours related to the overtime deduction.

Employee break room time clock used for tracking work hours related to the overtime deduction.

New Overtime Deduction for 2025–2028: Key Clarifications from the November 2025 IRS Guidance

Christian Wolff

Nov 292 min read

Woman business owner sitting at a desk filling out health insurance forms, illustrating S Corp shareholder health insurance rules.

Woman business owner sitting at a desk filling out health insurance forms, illustrating S Corp shareholder health insurance rules.

S Corp Shareholder Health Insurance Rules: How More-Than-2-Percent Owners Must Handle Premiums and Deductions

Christian Wolff

Nov 192 min read

A balanced teeter-totter representing the choice between the standard deduction and itemized deductions, symbolizing how taxpayers weigh both options when filing their taxes.

A balanced teeter-totter representing the choice between the standard deduction and itemized deductions, symbolizing how taxpayers weigh both options when filing their taxes.

Understanding the Difference Between the Standard Deduction and Itemized Deductions

Christian Wolff

Nov 124 min read

Children with backpacks standing in front of a yellow school bus, representing K–12 education expenses that can be covered by a 529 plan.

Children with backpacks standing in front of a yellow school bus, representing K–12 education expenses that can be covered by a 529 plan.

How to Use a 529 Plan to Pay for K–12 Education and Score State Tax Benefits

Christian Wolff

Nov 52 min read

Map of the United States with pinpoints representing different states and local tax locations, symbolizing the impact of SALT deduction changes across the country.

Map of the United States with pinpoints representing different states and local tax locations, symbolizing the impact of SALT deduction changes across the country.

Understanding the Upcoming Changes to the SALT Deduction

Christian Wolff

Oct 293 min read

Close-up image of the top two rungs of a bright yellow ladder against a neutral background, symbolizing upward progress or steps in a Roth IRA conversion ladder strategy.

Close-up image of the top two rungs of a bright yellow ladder against a neutral background, symbolizing upward progress or steps in a Roth IRA conversion ladder strategy.

How a Roth IRA Conversion Ladder Can Fund Your Early Retirement

Christian Wolff

Oct 224 min read

Two business partners sitting at a table reviewing documents and using a calculator to determine tax deductions, representing collaboration on unreimbursed partnership expenses.

Two business partners sitting at a table reviewing documents and using a calculator to determine tax deductions, representing collaboration on unreimbursed partnership expenses.

Understanding Unreimbursed Partnership Expenses (UPEs)

Christian Wolff

Oct 154 min read

Modern residential house with well-maintained landscaping, showcasing distinct building components such as exterior lighting, walkways, roofing, and attached garage—elements that may be evaluated separately in a cost segregation study for accelerated depreciation.

Modern residential house with well-maintained landscaping, showcasing distinct building components such as exterior lighting, walkways, roofing, and attached garage—elements that may be evaluated separately in a cost segregation study for accelerated depreciation.

A Cost Segregation Study: Accelerated Depreciation for Real Estate Owners

Christian Wolff

Oct 84 min read

Calculator, pen, paper clips, and business documents on a desk, symbolizing accountable plan setup and financial tracking for corporate reimbursements.

Calculator, pen, paper clips, and business documents on a desk, symbolizing accountable plan setup and financial tracking for corporate reimbursements.

Why an IRS Accountable Plan Is a Smart Tax Strategy for S Corporation and C Corporation Owners

Christian Wolff

Oct 14 min read

A luxurious, modern home with elegant outdoor seating and large windows, showcasing an inviting short-term rental property designed for guests seeking comfort and upscale amenities.

A luxurious, modern home with elegant outdoor seating and large windows, showcasing an inviting short-term rental property designed for guests seeking comfort and upscale amenities.

Understanding the Tax Treatment of Short-Term Rentals: Schedule C vs. Schedule E

Christian Wolff

Sep 285 min read

A couple relaxing on a beachside deck, symbolizing early retirement and financial freedom, aligning with the concept of using the Rule of 55 to enjoy life after leaving work at age 55.

A couple relaxing on a beachside deck, symbolizing early retirement and financial freedom, aligning with the concept of using the Rule of 55 to enjoy life after leaving work at age 55.

Understanding the Rule of 55: A Smart Strategy for Early Retirement Withdrawals

Christian Wolff

Sep 242 min read

Symbolic image of a door and handle representing the 'backdoor' entry to a Roth account through the mega backdoor Roth strategy.

Symbolic image of a door and handle representing the 'backdoor' entry to a Roth account through the mega backdoor Roth strategy.

What Is a Mega Backdoor Roth?

Christian Wolff

Sep 213 min read

Photo of a nearly completed puzzle with the final piece being added, symbolizing completing a Roth IRA conversion strategy for a secure retirement.

Photo of a nearly completed puzzle with the final piece being added, symbolizing completing a Roth IRA conversion strategy for a secure retirement.

Converting Your 401(k) to a Roth IRA While You're Still Working? Yep, It’s Possible.

Christian Wolff

Sep 174 min read

Blue pickup truck parked on a street, representing a personal vehicle used for business. Ideal for illustrating IRS mileage deductions, including the 2025 standard mileage rate of 70 cents per mile and common tax strategies for self-employed individuals, gig workers, and small business owners.

Blue pickup truck parked on a street, representing a personal vehicle used for business. Ideal for illustrating IRS mileage deductions, including the 2025 standard mileage rate of 70 cents per mile and common tax strategies for self-employed individuals, gig workers, and small business owners.

Standard Mileage Rate: What You Can (and Can’t) Deduct for Business Vehicle Use

Christian Wolff

Sep 105 min read

Pink piggy bank sitting on top of a calculator, symbolizing budgeting, paycheck calculations, or financial planning.

Pink piggy bank sitting on top of a calculator, symbolizing budgeting, paycheck calculations, or financial planning.

Why Is Your Net Paycheck Smaller Than Your Gross Wages?

Christian Wolff

Sep 63 min read

Active retiree jogging outdoors, symbolizing financial freedom through early retirement using Substantially Equal Periodic Payments (SEPP).

Active retiree jogging outdoors, symbolizing financial freedom through early retirement using Substantially Equal Periodic Payments (SEPP).

What Is Substantially Equal Periodic Payments (SEPP) — And How It Lets You Access Retirement Funds Early Without Penalties

Christian Wolff

Aug 313 min read

bottom of page