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Tax Cafe — Autarky Tax and Accounting

Autarky Tax & Accounting

Tax Cafe

Practical guides, tax planning strategies, and accounting insights from our CPAs and Enrolled Agents

110 posts

Estates and Trusts: Protecting Wealth Beyond a Lifetime
Estate & Trust

Estates and Trusts: Protecting Wealth Beyond a Lifetime

Most people spend a lifetime building wealth but very little time planning how it will be preserved after they're gone. A thoughtful estate and trust plan can protect your family, minimize taxes, and ensure your legacy endures.

•6 min read•scott-autarky
#estate planning#trusts#estate tax
Can an Indexed Universal Life (IUL) Policy Help Avoid Estate Tax? A Strategic Analysis
Estate & Trust

Can an Indexed Universal Life (IUL) Policy Help Avoid Estate Tax? A Strategic Analysis

An IUL can be a valuable estate planning tool when properly structured — but it is not a substitute for comprehensive estate planning. A former IRS agent breaks down when it helps, when it doesn't, and what alternatives to consider.

•6 min read•scott-autarky
#IUL#estate tax#estate planning
What a CPA Firm Actually Owes You
About Autarky

What a CPA Firm Actually Owes You

Most clients accept far less from their accountant than they should. Here is the standard a professional firm should be held to — and what to do if yours falls short.

•5 min read•scott-autarky
#autarky#firm philosophy#CPA firm
IUL Bad Advice: What Insurance Agents Won't Tell You
Tax Strategy

IUL Bad Advice: What Insurance Agents Won't Tell You

Indexed Universal Life insurance is aggressively marketed as a tax-free retirement miracle. Here's what the sales pitch leaves out — and why it matters for your financial future.

•7 min read•scott-autarky
#IUL#life insurance#retirement planning
Accounting Ethics and the Honest Advisor: Why Integrity Is Your Best Tax Strategy
Professional Insights

Accounting Ethics and the Honest Advisor: Why Integrity Is Your Best Tax Strategy

In a profession built on trust, ethics are not a constraint on good advice — they are the foundation of it. Here is why integrity is the most valuable thing your accountant can offer.

•7 min read•scott-autarky
#accounting ethics#professional standards#CPA ethics
Building Generational Wealth: The Tax Strategy Most Families Miss
Estate & Wealth Planning

Building Generational Wealth: The Tax Strategy Most Families Miss

Generational wealth is not just about accumulation. It is about transfer. The families who build lasting wealth understand the tax strategies that preserve it across generations.

•7 min read•scott-autarky
#generational wealth#estate planning#gift tax
The Business Owner Tax Playbook: 12 Strategies That Actually Work
Small Business Tax

The Business Owner Tax Playbook: 12 Strategies That Actually Work

Most business owners overpay taxes not because they lack deductions, but because they lack a strategy. Here are 12 moves that change the math.

•8 min read•scott-autarky
#small business tax#tax strategy#S-corp
Cost Segregation Case Studies: Real Results for Real Estate Investors
Real Estate Tax

Cost Segregation Case Studies: Real Results for Real Estate Investors

Cost segregation can accelerate hundreds of thousands of dollars in depreciation deductions. These case studies show exactly how it works in practice.

•6 min read•scott-autarky
#cost segregation#real estate#depreciation
IRS Audit Triggers: What Actually Gets You Flagged in 2024
IRS & Tax Authority

IRS Audit Triggers: What Actually Gets You Flagged in 2024

Most audits are not random. They are triggered by specific patterns the IRS has identified as high-risk. Here is what actually gets returns selected for review.

•7 min read•scott-autarky
#IRS audit#audit triggers#tax compliance