Ivy Tax & Business

07/13/2026

A lot of business owners think saving on taxes starts in March or April.

It doesn’t.

Real tax savings happen months before you file your return.

Here are five reminders every business owner should know:

✅ Your CPA isn’t a magician. They can only work with the information and timing you give them.

✅ Tax planning beats tax filing. Filing reports what already happened. Planning helps shape what happens next.

✅ More revenue doesn’t always mean more profit. Cash flow, expenses, and tax efficiency matter just as much.

✅ Every deduction has rules. If you can’t support it with proper documentation, it may not survive an IRS review.

✅ Good bookkeeping saves money. Clean books lead to better decisions, fewer surprises, and more tax planning opportunities.

The goal isn’t just to file an accurate return.

The goal is to build a business that’s structured efficiently, stays compliant, and keeps more of what it earns.

Which of these do you think business owners overlook the most? Let me know in the comments.

06/15/2026

Even though contributions can reduce your taxable income today, certain retirement structures may quietly concentrate taxes into future years, reduce flexibility, and create unintended consequences — especially for high-income earners, entrepreneurs, and s-corp owners managing multiple income streams.

You’re saving taxes in your 401(k)… but creating a bigger problem l...

05/21/2026

Most S-Corp owners don’t realize they’re overpaying taxes every year.

This case shows how one missed setup led to a $52,000/year tax leak.

Even though the taxes were filed correctly — income reported and deductions entered — nothing on the return showed a red flag. But behind the scenes, issues like reasonable salary s corp, s corp salary vs distribution, missed tax deductions, tax overpayment, and overpaying taxes were quietly draining money. Gaps in an accountable plan s corp and improper use of the qualified business income deduction compounded the issue — leading to over $260,000 lost in 5 years.

This S-Corp business owner was losing $52K+ every year — without ev...

05/13/2026

You may have already overpaid taxes this year — without even realizing it.

Even if you filed correctly, followed software prompts, and thought everything was fine — you could still be overpaying taxes, missing out on lost tax benefits, and mishandling S corp taxes without realizing it. For many dealing with high income taxes or using an S corp, that can mean losing $3,000–$10,000 per year, quietly and consistently. Over five years, that’s a car’s worth of money.

Are You Quietly Overpaying? The S-Corp Tax Update You Need

05/04/2026

You followed tax advice. You implemented a strategy. You created a large loss — $500,000 — on paper. But your tax bill didn’t change. Not slightly. Not partially. ZERO.

In this S-Corp case study, Ivy breaks down a real scenario of an S corp tax loss blocked — and why what looks like a win on paper can quickly turn into a tax strategy failure.

You Created a $500K Tax Loss… And Saved $0

04/20/2026

Most S-Corp owners assume that having the structure automatically reduces their tax.

Watch here:

Most S-Corp owners assume that having the structure automatically reduces their tax.📌 Explore the full course: https://ivycpatax.com/en/free-tax-saving-eboo...

04/14/2026

Year after year, this client was losing $50,000+..Not once. Not occasionally. Every single year.

Everything looked normal — returns filed, income reported, taxes paid, no notices. On paper, the numbers were correct. But underneath, money was leaking silently — and it was expensive.

https://youtu.be/0DzwjxY8OMA?si=3NvFApbR_87iwhkf

Year after year, this client was losing $50,000+..Not once. Not occasionally. Every single year.Everything looked normal — returns filed, income reported, ta...

04/06/2026

Most real estate investors believe one simple idea: “If I retire, I earn less, so I pay less tax.”

That logic often works for salary. But it breaks when real estate is involved. Because real estate income doesn’t follow your work schedule.

It follows timing — depreciation, deferred gains, passive rules, forced withdrawals later, and even Medicare-related income thresholds.

That’s why the year you stop working is often the year your tax bill surprises you the most.

Most real estate investors believe one simple idea: “If I retire, I earn less, so I pay less tax.”That logic often works for salary. But it breaks when real ...

04/01/2026

If you own an S Corporation… this can happen to you. No warning. No email. No obvious mistakes.

You keep running your business. You keep filing returns. Everything looks normal — and then one day you realize your S Corp election was already terminated… sometime in the past… without you noticing.

This video breaks down a common trigger that doesn’t feel like a tax decision at all: an ownership change through a trust — and a missed election that turns an otherwise normal transition into an ineligible shareholder problem.

If you own an S Corporation… this can happen to you. No warning. No email. No obvious mistakes.You keep running your business. You keep filing returns. Every...

03/27/2026

If you’re a New York business owner or taxpayer, this video is for you.

Every year, we see smart, successful NY business owners get audited—not because they committed fraud, but because their numbers stopped making sense to the IRS.

https://youtu.be/_AS2xrmLyJ4?si=F-rE9ox-vYxN_CZu

If you’re a New York business owner or taxpayer, this video is for you.Every year, we see smart, successful NY business owners get audited—not because they c...