JW Tax & Consulting, LLC - South Florida

10/05/2026

South Florida CPAs: year-end is when $1M+ clients (or athletes/creators with a short window) need a planning seat — not another tip email.

You keep the filing and the relationship. We take the planning seat when the facts call for it.

How owners should pay themselves before Dec 31:

Salary vs owner draws for $1M+ owners: why the SE tax split matters, what reasonable compensation requires, and the Q4 payroll fixes to make before Dec 31.

09/28/2026

Miami / Fort Lauderdale athletes and creators: your agent books the deal. They don’t build the tax plan.

Plan while the money is coming in — not after the season ends.

Send us a message to book a free strategy session.

09/26/2026

🚨 TAX STRATEGY CHALLENGE

Four tax strategies. Three are legit when they're set up right.

One is on the IRS's hit list. Congress even changed the law to shut down the abusive versions.

Can you spot it?

A. Cost Segregation + Bonus Depreciation
(Writing off a building faster instead of over 39 years)

B. Cash Balance Pension Plan
(Letting a business owner put away far more for retirement, pre-tax)

C. Syndicated Conservation Easement
(Buying into a land deal for a big charitable write-off)

D. Qualified Opportunity Fund
(Rolling a gain into certain neighborhoods to delay and cut the tax)

Which one would you stay away from? Drop A, B, C, or D below and tell me why.

I'll post the answer next week and show exactly where smart planning ends and a tax shelter begins.

09/25/2026

Miami / Fort Lauderdale: a CPA files what already happened. A tax strategist helps plan what should happen before year-end — how the business is set up, how you pay yourself, retirement while income is high, and keeping the plan matched to the money.

If you're at $500K–$1M+ and still treating tax like an April chore, that's the gap. Send us a message to book a free strategy session.

09/24/2026

South Florida CPAs: when a $1M+ client (or athlete/creator with a short window) outgrows “just file it,” send them up.

You keep the filing and the relationship. We take the planning seat — how the business is set up, year-end timing, multi-state money when the facts fit.

Referral lane:

30-minute strategy call for high-earning owners, athletes, and creators. Entity and structure—not a cheap 1040. Book with JW Tax & Consulting.

09/21/2026

South Florida sports, NIL, and creator money crosses state lines fast.

Duty-day tracking keeps you compliant. State sourcing and entity timing before the season — or before the next brand deal — is strategy. Soft footprint here; nationwide work.

Athletes, creators, or the advisors who send them: free strategy call.

30-minute strategy call for high-earning owners, athletes, and creators. Entity and structure—not a cheap 1040. Book with JW Tax & Consulting.

09/16/2026

South Florida CPAs: when the client’s problem is structure, not forms, send them up.

I take the strategy seat for $1M+ owners, athletes, and creators. You keep compliance and the relationship.

Referral lane:

30-minute strategy call for high-earning owners, athletes, and creators. Entity and structure—not a cheap 1040. Book with JW Tax & Consulting.

09/14/2026

Partnership owners: when a partner dies, a §754 election can unlock a basis step-up.

Miss it → often more tax later than you needed to pay.
Fix it late → usually expensive relief, not a free redo.

Know if your partnership already elected — before you need it.

(Not advice for your facts.)

30-minute strategy call for high-earning owners, athletes, and creators. Entity and structure—not a cheap 1040. Book with JW Tax & Consulting.

09/14/2026

South Florida is full of short careers and loud brands — pro sports, NIL, creators, entertainers.

Duty-day tracking is compliance. Separating team income from brand/IP — and planning the years after the peak — is strategy.

Athletes, creators, or the advisors who send them: free strategy call.
https://jwtaxandconsulting.com/free-tax-strategy-session/

09/11/2026

Your CPA files what already happened.
Someone still has to build what happens next.

I work with CPAs and agents who send $1M+ owners, athletes, and creators — including across South Florida. I do not replace a good compliance team. I add the structure seat: entity, retirement design, multi-stream income, and exit timing — so the return has better inputs.

Referrals work when roles are clean. You stay on the file. I engineer ahead of the year. Depending on facts, that handoff may change what gets reported — not because we “found a loophole,” because the year was planned.

If you are a CPA, advisor, or operator who wants a second set of eyes on structure — not a 1040 price war — use the link.

30-minute strategy call for high-earning owners, athletes, and creators. Entity and structure—not a cheap 1040. Book with JW Tax & Consulting.