The 2026 Tax Playbook
for Business Owners

A curated collection of tax and wealth strategies for solopreneurs and SMB owners who want to keep more of what they earn.

Earnings

🏗️S-Corp Election
🏛️Investment Accounts
✂️Qualified Business Inc.
💁Pay State Taxes with Business
🤝Hiring Spouse
💵Cash + Bond Selection
🧩Asset Location

Investments

🌱Tax-Efficient Investing
🔧Managing Concentrated Positions
🪛Advanced Tax-Aware Investments
🏠Real Estate
🪜Step-Up in Basis

Legacy

🎁Exclusion Gifting
🛡️Insurance
📄Avoiding Probate
📁Core Documents
🔒Digital Safe

What's Inside?

Detailed guides on how to keep more of what you earn, grow more of what you've saved, and give more of what you've built.

Earnings
Investments
Legacy

Guides Covered:

S-Corp Election
Tax-Advantaged Accounts
Pay State Taxes with Business
Optimal Salary
Direct Indexing
Donor-Advised Fund

Plus, 14 more guides!

By submitting your email, you agree to receive this playbook and occasional emails from Ben Stauffer. You can unsubscribe at any time. This content is provided for general educational purposes only and does not constitute tax, legal, or investment advice. Lindy Wealth is a registered investment adviser. Consult your own qualified tax advisor before making any financial decisions.