Tax Insights

Practical guidance from the CPA team

Year-round tax strategy, planning calendars, IRS representation tips, and insights for business owners and high-income individuals — curated by Brandon Berman, CPA, CFP® and the Total Wealth Tax team.

FeaturedBusiness Owner

S-Corp Election: What Business Owners Should Know

An S-corp election may reduce self-employment tax for profitable owners — but whether it helps depends on profit, payroll, and state. Here's how a CPA thinks about it.

Total Wealth Tax AdvisoryMay 20, 20265 min read

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Tax Planning4 min read

Quarterly Estimated Taxes: A Simple Guide

Avoid underpayment penalties and cash-flow surprises with a clear, proactive approach to quarterly estimated taxes.

May 10, 2026Read article

IRS Help5 min read

You Got an IRS Notice. Here's What to Do (and Not Do)

An IRS letter doesn't have to mean panic. Follow these steps — and know when to bring in a CPA.

Apr 28, 2026Read article

Year-round strategy

Tax savings happen before the year ends. Our guides walk you through the moves that matter — entity structuring, retirement accounts, deduction timing, and more.

IRS & audit guidance

Received a notice? Don't respond alone. Our articles explain what IRS letters mean, your rights, and when to escalate to professional representation.

Written by CPAs

Every article is written or reviewed by Brandon Berman, CPA, CFP® — 2018 firm founded in Westlake Village, serving clients nationwide.

Want advice specific to your situation?

Articles give you a framework — a conversation with our CPAs gives you a plan built from your actual numbers.

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