Beyond the Bottom Line

Special Edition - How Smart Founders Turn New Tax Rules Into a Planning Advantage

Miguel Alexander Centeno

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0:00 | 38:15

In this special edition of Beyond the Bottom Line, Miguel breaks down the most important tax and strategy updates shaping how business owners should plan right now.

For the first time in several years, businesses are operating in a more stable tax environment without constant retroactive changes reshaping prior filings. With clarity from recent legislation, the focus now shifts from reacting to planning.

Miguel walks through what this new landscape means for founders, operators, and investors and how to think strategically about taxes instead of just compliance.

Key topics covered in this episode include:

  •  The return of 100% bonus depreciation and how it impacts capital investment decisions 
  •  What business owners need to understand about QBI deductions and phaseouts 
  •  Updates to the R&D tax credit and retroactive opportunities for prior years 
  •  Why entity structure (S Corp vs C Corp vs LLC) matters more in a stable policy environment 
  •  How to think about tax planning across compliance, reporting, and advisory layers
  •  Changes impacting SALT deductions, itemized vs standard deduction strategy, and withholding planning
  •  Emerging opportunities in cost segregation and accelerated depreciation strategies
  •  What recent updates mean for platform-based businesses (Airbnb, Turo, e-commerce sellers, etc.)
  •  Listener Q&A on R&D eligibility for internal tools, automations, and cost segregation qualification 

In the closing segment, Lucy joins Miguel to answer listener questions about practical application, especially around R&D qualification for automation tools and how to determine whether a property qualifies for cost segregation.

This episode is designed to give business owners clarity on what’s changed and how to use it to make better financial decisions going into the next planning cycle.