Tax Planning Strategies
Roth conversions, Social Security, Medicare IRMAA, S corporations, reasonable compensation, retirement plans, real estate, entity choice, basis, withholding, healthcare, and more.
Explore strategy library →Owen S. Arnoff, EA, NTPI Fellow
Tax planning begins with a better question.
Not only “What happened?”
but “What should happen next?”
Four decades of experience across taxation, financial services, business ownership, real estate, and advisory work—organized into practical ideas for clients and the professionals who serve them.
A different kind of professional site
Built around ideas, not a sales funnel.
OwenArnoff.com is designed as a professional knowledge center: substantive articles, white papers, teaching materials, planning frameworks, case studies, and commentary developed from decades in practice.
Primary areas of work
The planning questions behind the return.
From Preparer to Advisor
How practitioners identify opportunities, define scope, document recommendations, assign implementation responsibility, verify completion, and measure actual results.
For tax professionals →Practice, Leadership & Succession
Building durable client relationships, developing younger practitioners, transferring institutional knowledge, and moving from producer to strategist and mentor.
Read practice insights →Featured thinking
Depth over volume.
The goal is not to publish more. It is to publish material worth returning to.
Cornerstone Article
When Does an S Corporation Actually Make Sense?
An S election is not simply a payroll-tax calculation. The real analysis can include reasonable compensation, QBI, retirement plan design, health insurance, state taxation, administrative cost, financing, timing, basis, and eventual exit.
Read the article →White papers
Reference work for practitioners who want to go deeper.
Selected topics will be developed beyond article length—with executive summaries, technical authority, planning considerations, implementation issues, and revision histories.
WHITE PAPER · FORTHCOMING
A Framework for Repeatable Tax Planning
From identifying the planning trigger through implementation, confirmation, measurement, and annual review.
WHITE PAPER · FORTHCOMING
Reasonable Compensation as an Annual Planning Process
40+
Years across tax, financial services & business
Experience matters most when it can be transferred.
This site is intended not only for taxpayers, but for EAs, CPAs, tax preparers, financial professionals, firm owners, and developing practitioners who want to think more deliberately about planning and advisory work.
Visit the professional resource center →Teaching, continuing education & speaking
Turning practice experience into professional education.
Courses, professional-journal articles, conference presentations, and practitioner resources extend the same body of work: thoughtful tax planning, disciplined implementation, and stronger advisory practices.
Future programs and publications will be added here as they are released.
Professional relationship
Owen Arnoff & Arnoff & Romo
Arnoff & Romo is the primary operating firm for tax preparation, tax administration, and advisory services. Owen continues to work with the firm in a senior professional and supporting role while focusing increasingly on tax strategy, practitioner development, teaching, and selected long-standing relationships.
Visit ArnoffRomo.com ↗The larger idea
The tax return is not only the end of last year’s work.
It can be the beginning of next year’s conversation.