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#tax-deductions

Tax Deductions

Maximize tax deductions and reduce your tax liability legally

You Can Lose the Hobby-Loss Case and Still Beat the Penalty
·mike

You Can Lose the Hobby-Loss Case and Still Beat the Penalty

In Schumacher v. Commissioner, the Tax Court ruled an 18-year money-losing quarter horse operation a hobby under Section 183 and disallowed $191,179 in deductions — yet waived the full $33,520 accuracy-related penalty because the couple reasonably relied on their enrolled agent of 20 years. How the reasonable-cause defense works, and what side-business owners should document.

tax
tax-deductions
tax-compliance
Branch v. Commissioner: Where the Cohan Rule Stops Working for Travel Deductions
·mike

Branch v. Commissioner: Where the Cohan Rule Stops Working for Travel Deductions

In Branch v. Commissioner (2026), the Tax Court estimated rent and utilities deductions under the Cohan rule for an unfiled personal care business — but denied all travel and entertainment deductions under IRC Section 274(d), which demands strict records of date, amount, place, and business purpose that courts cannot estimate around.

tax
tax-deductions
tax-compliance
Cannabis Schedule III Rescheduling: What 280E Tax Relief Actually Means for Your Dispensary
·mike

Cannabis Schedule III Rescheduling: What 280E Tax Relief Actually Means for Your Dispensary

On April 22, 2026 the DOJ moved certain state-licensed medical marijuana products from Schedule I to Schedule III, ending Section 280E's ban on ordinary business deductions for qualifying operators — while recreational-only dispensaries remain fully subject to 280E's COGS-only tax treatment.

cannabis
tax
tax-deductions
Converting Personal Property to Business Use: Why Your Depreciable Basis Is Lower Than You Think
·mike

Converting Personal Property to Business Use: Why Your Depreciable Basis Is Lower Than You Think

When you convert personal property to business use, IRS rules set your depreciable basis at the lower of adjusted cost or fair market value on the conversion date — and converted assets are ineligible for Section 179, though bonus depreciation and MACRS still apply.

depreciation
tax-deductions
section-179
A Divorce Mediator's Guide to Bookkeeping: Retainers, Referrals, and the Home-Office Deduction
·mike

A Divorce Mediator's Guide to Bookkeeping: Retainers, Referrals, and the Home-Office Deduction

Divorce mediators should book retainers as a liability until sessions are billed, claim the home-office deduction on genuinely low overhead, and track referral relationships with attorneys and therapists as a real marketing channel.

divorce
self-employment
small-business
The Free Lunch Is Officially Over: What OBBBA's 0% Meal Deduction Means for Your Business in 2026
·mike

The Free Lunch Is Officially Over: What OBBBA's 0% Meal Deduction Means for Your Business in 2026

Starting January 1, 2026, OBBBA's new IRC §274(o) cuts the employer deduction for on-site cafeterias, office snacks, and "convenience of the employer" meals from 50% (or 100%) to zero, while client meals, travel meals, and restaurant employee meals keep their old treatment. Here's the math on what the change costs and how small businesses should restructure their books.

tax-deductions
tax-planning
small-business
Freelance Designer Taxes: Schedule C, Retainers, and the IP Licensing Income Most Designers Miss
·mike

Freelance Designer Taxes: Schedule C, Retainers, and the IP Licensing Income Most Designers Miss

How freelance designers should handle taxes and bookkeeping — Schedule C reporting, the 15.3% self-employment tax, quarterly estimates, recognizing retainers as unearned revenue, and why royalties from licensing your own design work belong on Schedule C (not Schedule E) with a 1099-MISC, not a 1099-NEC.

freelance
creative-industries
self-employment-tax
Hee v. Commissioner: How $2 Million in Personal Expenses Became Constructive Dividends and a 75% Fraud Penalty
·mike

Hee v. Commissioner: How $2 Million in Personal Expenses Became Constructive Dividends and a 75% Fraud Penalty

In Hee v. Commissioner, the Tax Court found a sole shareholder ran over $2 million in personal costs — massages coded as consulting, MIT tuition, family vacations, and $1.1 million in undocumented loans — through his corporation, upholding a 75% civil fraud penalty under IRC Section 6663 and offering small-business owners a checklist for shareholder loans, related-party pay, and expense substantiation.

tax
tax-compliance
fraud-prevention
Home Inspection Business Bookkeeping: E&O Insurance, Schedule C, and Job Costing
·mike

Home Inspection Business Bookkeeping: E&O Insurance, Schedule C, and Job Costing

Home inspectors average one liability claim over a career and pay roughly $989/year for E&O insurance, so amortizing that premium per job and tracking mileage, report-writing time, and licensing renewals on Schedule C is what separates a profitable inspection business from one guessing at its margins.

small-business
self-employment
real-estate
Mobile Sauna and Cold Plunge Rental Bookkeeping: Depreciation, Deferred Revenue, and Cash Flow
·mike

Mobile Sauna and Cold Plunge Rental Bookkeeping: Depreciation, Deferred Revenue, and Cash Flow

A mobile sauna trailer can gross $400–$1,000 per booking, but operators fail on the accounting, not the demand. How to handle Section 179 depreciation on a sauna trailer, deferred revenue from session packs and memberships, per-session contribution margin, and the 13-week cash flow forecast that keeps a seasonal rental fleet solvent.

bookkeeping
small-business
seasonal-business
The OBBBA's Gambling Loss Cap Means You Can Owe Tax on Money You Never Actually Won
·mike

The OBBBA's Gambling Loss Cap Means You Can Owe Tax on Money You Never Actually Won

Starting in tax year 2026, the OBBBA caps gambling loss deductions at 90% of winnings, meaning gamblers and gaming-adjacent businesses can owe tax on breakeven or even losing years, prompting three bipartisan repeal bills in Congress.

tax
tax-deductions
tax-planning
Bookkeeping for Private Music Lesson Studios: Prepaid Packages, Instrument Depreciation, and Travel Costs
·mike

Bookkeeping for Private Music Lesson Studios: Prepaid Packages, Instrument Depreciation, and Travel Costs

Prepaid lesson packages are a liability, not income, until each lesson is taught. This guide covers deferred revenue for tuition bundles, depreciating instruments over $2,500 with Section 179 and Form 4562, deducting in-home lesson mileage, and a chart of accounts built for private music studios.

bookkeeping
small-business
revenue-recognition
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