Opportunity Zones in 2026: What Investors Need to Know Before the Clock Runs Out
The Opportunity Zone program is now permanent. The One Big Beautiful Bill Act, signed in July 2025, eliminated the sunset risk that had been hanging over OZ investing for years. But December 31, 2026
Oil and Gas Royalties for Accredited Investors: Passive Income, Depletion Deductions, and the Risks Nobody Talks About
Oil & Gas Royalties 2026: Accredited Investor Guide Oil and Gas Royalties for Accredited Investors: Passive Income, Depletion Deductions, and the Risks Nobody Talks About By Jeff Barnes, MBA TL;DR
QSBS Section 1202: The $15 Million Tax-Free Benefit Angel Investors Keep Ignoring
Internal Revenue Code Section 1202 is the most underused tax benefit in angel investing. It allows you to exclude up to $15 million in capital gains from federal income tax when you sell qualifying...
1031 Exchange: The Tax Deferral Strategy Every Real Estate Investor Needs to Know
TL;DR: You sell an investment property with a $1.2 million gain. At a combined federal rate of 23.8%, you owe $285,600 to the IRS. A properly executed 1031 exchange defers every dollar of that bill...
SEP-IRA vs Solo 401(k): Which Retirement Account Wins for the Self-Employed Investor
TL;DR: At $200,000 net self-employment income in 2026, a Solo 401(k) lets you contribute $61,674 versus $37,174 in a SEP-IRA, a $24,500 advantage that comes entirely from the Solo 401(k)'s employee...
Self-Directed IRA for Alternative Investments: The Tax Advantages, the Prohibited Transaction Traps, and How to Set One Up
TL;DR: Americans hold $18.9 trillion in IRAs (ICI, Q3 2025), but only an estimated 2 to 5 percent of that sits in self-directed accounts. A self-directed IRA (SDIRA) lets you put tax-deferred or
The 1031 Exchange: How to Defer Taxes Legally on Real Estate Sales (and the Rules That Can Blow It Up)
TL;DR: Real estate investors deferred $13.2 billion in capital gains taxes last year using IRC Section 1031 . Total annual transaction volume supported by the provision runs $100 billion, per the
The Delaware C-Corp Myth: Why 95% of Founders Don't Need One (And the 5% Who Absolutely Do)
The Delaware C-Corp Myth: Why 95% of Founders Don't Need One (And the 5% Who Absolutely Do) I've watched founders spend $3,000–$5,000 per year maintaining a Delaware C-Corp they didn't need — because a Y Combinator blog...
1031 Exchange Rules Most Accredited Investors Get Wrong
1031 Exchange Rules Most Accredited Investors Get Wrong TL;DR: Section 1031 remains fully intact after the One Big Beautiful Bill (July 4, 2025). But the IRS Tax Court record shows that even technically sophisticated...