Insights

Insights on the decisions that shape a tax bill.

Short, practical pieces on planning, equity compensation, real estate and filing, written by the Trinity team. Educational only, and never advice for a specific situation.

Latest

Recent writing.

S corporation reasonable compensation

How an S corp owner's salary is set and defended, where owners lost in court, and why October is the time to fix it.

October 20, 2026
A navy wall with timber slats
The return is a commodity. The judgment is not.

Private equity, software and AI are repricing tax compliance. What that means for firm owners, and where the value in a tax practice has moved.

October 6, 2026
A stone and timber walkway
ISOs and AMT timing

How the 2026 AMT changes affect ISO exercises, and how to time an exercise so the tax is a choice rather than a surprise.

September 25, 2026
A private office with a desk
RSUs and the withholding gap

Why the 22 percent withheld on vesting RSUs often falls short, and how to close the gap before April.

September 25, 2026
A light filled commercial interior
Cost segregation for owners who hold their building

How a cost segregation study accelerates deductions on a building your business owns, and where owners get it wrong.

September 25, 2026
A quiet office with a planning quote on the wall
Planning begins with a number

Why every Trinity engagement opens with a projection of what you owe before any strategy is proposed.

September 26, 2026

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