- Jun 12, 2026Live in plansUpdateFederal
Social Security wage base rises to $184,500 for 2026
Up from $176,100. Raises the FICA ceiling on S-Corp salaries above the base, so the reasonable-comp salary on high earners now carries slightly more payroll tax — the S-Corp savings math is recomputed automatically.
- May 28, 2026Held for review — not yet appliedCriticalNCAA · Revenue share
Employment-status challenge advances in appellate court
A ruling could reclassify revenue-share pay as W-2 wages — which cannot be routed through an S-Corp and would not qualify for QBI. If it lands, the core strategy for revenue-share athletes changes overnight. Held for legal review; no change applied yet, but every affected plan is flagged.
- Apr 30, 2026Held for review — not yet appliedCriticalNCAA · House settlement
House settlement payments: 1099 treatment reaffirmed for the 2025–26 cap year — but contested
Schools are reporting first-year revenue-share distributions on Form 1099, keeping the S-Corp and QBI strategy live for active-service classification. Two practitioner groups have asked Treasury for a W-2 ruling. We model 1099 today and will switch plans the moment guidance changes.
- Feb 4, 2026Live in plansUpdateFederal
1099 reporting threshold rises from $600 to $2,000
Fewer small NIL deals trigger a 1099 in 2026. This changes reporting, not tax owed — income is still taxable below the threshold. Affects which third-party deals generate paperwork.
- Jan 15, 2026Live in plansUpdateState
North Carolina flat rate drops to 3.99% for 2026
Down from 4.25%. Lowers state tax for all NC-resident athletes and slightly shifts the multi-state allocation math for road games played outside NC.
- Dec 9, 2025Live in plansUpdateState · PTET
California extends its Pass-Through Entity Tax election through 2026
California's PTET — which lets an S-Corp deduct state tax federally and sidestep the SALT cap — remains available for the 2026 tax year. For high-earning CA-resident athletes electing S-Corp, this is one of the largest single federal deductions in the plan.
- Nov 20, 2025Live in plansUpdateFederal · Retirement
2026 Solo 401(k) limits increase: $24,500 deferral, $72,000 total additions
The elective-deferral limit rises to $24,500 and the §415(c) annual-additions cap to $72,000 for 2026. More room to defer earnings tax-free under either entity — the optimizer now sizes employer profit-sharing to the new ceiling.
- Oct 2, 2025Live in plansUpdateFederal · Audit
IRS signals heightened scrutiny of §280A(g) 'Augusta Rule' deductions
Examiners are challenging home-rental deductions taken without written agreements or fair-market comps. The deduction is still valid — but the guardrails now require documentation and a defensible daily rate before the plan recommends it.