Peter Holtz CPA

Peter Holtz CPA At Peter Holtz CPA, we are made for you. We are built to provide customized financial solutions for you and your businesses. No annoying tax professional lingo.

Just expert advice for the small business owner. Visit us: www.peterholtzcpa.com Call us: (209) 941-0189

Your Deductions Are Only as Strong as Your DocumentationClaiming a deduction is one thing. Proving it is another.Receipt...
06/18/2026

Your Deductions Are Only as Strong as Your Documentation

Claiming a deduction is one thing. Proving it is another.

Receipts, invoices, mileage logs, contracts, and organized bookkeeping help support the deductions you take and provide confidence that your records can withstand scrutiny if questions arise.

Strong documentation doesn't just support compliance—it helps protect the tax benefits you've earned.

Good tax planning isn't only about finding opportunities. It's about making sure those opportunities are properly documented.

Contact Peter Holtz CPA

06/17/2026

Almost every real estate owner I meet has never done a cost segregation study. And that is a very expensive mistake.

Instead of depreciating your property over 27.5 or 39 years, cost seg breaks your building down into 5, 7, 15 and 20 year components. Everything under 20 years qualifies for 100% bonus depreciation — written off right now, not over decades.

On a typical property that is roughly 25% of the building value you can accelerate immediately.

Same property. Same purchase. Dramatically lower tax bill this year.

If you own real estate and have not done a cost segregation study, you are leaving serious money on the table.

06/15/2026

There is one thing about cost segregation that hotel owners almost always miss.

You can reclassify assets to accelerate years' worth of write-offs into the first 12 months of ownership.

That means massive depreciation deductions hitting your return right now — not spread out over decades.

If you own a hotel and you have not done a cost segregation study, you are overpaying. Period.

Growth Is Easier When Your Numbers Are ClearGrowth becomes much easier to manage when you have a clear understanding of ...
06/14/2026

Growth Is Easier When Your Numbers Are Clear

Growth becomes much easier to manage when you have a clear understanding of your numbers.

Instead of relying on assumptions, you can make informed decisions based on cash flow, profitability, and financial trends. Clear financials help you identify opportunities, address challenges early, and plan for growth with greater confidence.

The businesses that scale successfully aren't just growing—they understand what's driving that growth.

Clarity creates confidence. Confidence supports growth.

06/13/2026

Long-Term Planning Can Create Powerful Results

Some tax-saving opportunities aren't about finding a deduction today—they're about making strategic decisions over time.

For example, certain real estate investors carefully plan how and when they use, hold, and sell properties to take advantage of available tax rules. The biggest benefits often come from understanding the system and thinking years ahead, not months.

The lesson: tax strategy is rarely about one transaction. It's about how multiple decisions work together over the long term.

06/13/2026

Could a Solo 401(k) Be One of Your Most Powerful Tax Tools?

If you own a business and have no full-time employees, a Solo 401(k) may offer significant tax advantages and retirement savings opportunities.

Beyond deductible contributions, it can provide greater investment flexibility than many traditional retirement plans. The key is ensuring it's structured and managed correctly.

With the right strategy, your retirement plan can do more than save for the future—it can become part of your overall financial plan.

06/11/2026

Could Your Home Be Part of Your Tax Strategy?

Many business owners think of their home as a personal asset. In some situations, it may also play a role in their overall tax strategy.

The Augusta Rule allows qualifying homeowners to rent their home to their business for up to 14 days per year under specific conditions. For example, some business owners use their homes for legitimate meetings, planning sessions, or marketing events instead of renting outside venues.

Like any tax strategy, proper documentation, fair market value, and legitimate business use are essential.

When used correctly, the Augusta Rule can be one of many tools available as part of a broader tax planning strategy.

Contact Peter Holtz CPA to learn more.

06/10/2026

Thank you to Legaci Tomorrow and Diamond Property & Commercial Insurance Services for hosting such a great event.

We enjoyed connecting with fellow professionals, sharing tax and business strategies, and discussing what it truly means to be Built to Win—creating a strong foundation for long-term success in business and life.

A special thank you to Thomas Le for helping bring this event together and fostering such a valuable opportunity for connection and growth.
We're grateful to everyone who joined us and look forward to seeing you at future events!

06/10/2026

Nobody's going to give you permission to keep more of your money.

So I will.

Rent your home office back to your own business — with a proper accountable plan — and put real, tax-free money in your pocket every single month.

This isn't a loophole. It's the tax code working for you the way it was designed to.

The only question is: how long have you been leaving this money on the table?

Most first-year business owners do not realize they are building a tax liability from day one.No withholding. No employe...
06/08/2026

Most first-year business owners do not realize they are building a tax liability from day one.

No withholding. No employer covering half your taxes. Just you, your revenue, and an obligation that grows every quarter whether you are tracking it or not.

The first year sets the habits — good or bad — that follow a business for years.

Understanding your tax obligations early is not optional. It is the foundation everything else is built on.

Contact Peter Holtz CPA to start your business finances the right way from the beginning.

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160 N Grant Avenue
Manteca, CA
95336

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