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Downloadable eBooks, articles, listicles, and case studies — curated by our advisory team and organized by client segment.
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Healthcare Travelers

Maximizing the QBI Deduction: A Tax Guide for Healthcare Travelers

Unlock significant tax savings through the Qualified Business Income (QBI) deduction. This guide provides healthcare travelers and freelancers with actionable strategies to navigate income limits and optimize their tax positions.

Business Advisory Intelligence · 2026-09-21
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All Segments

S-Corp DIY Kit

The S-Corp DIY Kit is a comprehensive strategic roadmap designed for high-earning entrepreneurs and small business owners looking to optimize their tax liability. While most small businesses begin as Sole Proprietorships or standard LLCs, there is a "tipping point" where the tax burden of self-employment becomes a significant financial drain.

myVault Advisory Intelligence · 2026-08-20
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SMBs & Growing Teams

The S-Corp Switch for Trucking

Owner-operators in the trucking industry face a critical financial decision that can significantly impact their take-home pay: whether to elect S-Corp status for their business. The S-Corp structure allows you to split your income between salary and distributions, with only the salary portion subject to self-employment tax. This can translate to substantial savings, but the decision isn't right for everyone at every stage of their business.

myVault Advisory Intelligence · 2026-08-20
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Healthcare Travelers

The 2026 Traveler's Tax Checklist

The ultimte traveler's 2026 tax checklist to keep you organized and avoind the end=of-year tax season rush

Andrew Mulindwa · 2026-08-15
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Healthcare Travelers

Audit-Proofing Your Travel Career - Strategies

Without proper documentation, legitimate business expenses can be disallowed during an audit, leading to tax bills, penalties, and interest. Your best defense is a comprehensive digital documentation system that captures receipts, mileage logs, and business purpose records in real time—meeting the IRS's four-element substantiation test for amount, time and place, business purpose, and business relationship.

Andrew Mulindwa · 2026-08-15
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