Kyle Beltle, CPA, CTP
@kylebeltle.com
Husband, father, reader, runner, musician, and tax strategist
https://proactivecpa.co
https://proactivecpa.co
So grateful for the "Rockstar" mastermind I get to be a part of! Last week we met up in Park City for two days to discuss tax strategies, customer service, running better firms, and to have a lot of fun! I'm feeling encouraged, refreshed, and re-focused!
November 12, 2025 at 1:03 PM
So grateful for the "Rockstar" mastermind I get to be a part of! Last week we met up in Park City for two days to discuss tax strategies, customer service, running better firms, and to have a lot of fun! I'm feeling encouraged, refreshed, and re-focused!
I am excited to announce that after two years proudly carrying the CTC (Certified Tax Coach) designation, I have earned the next level: 𝗖𝗧𝗣 – 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗲𝗿 with the AICTP! This is the result of experience + creating tax plans & saving clients money!
October 27, 2025 at 11:27 AM
I am excited to announce that after two years proudly carrying the CTC (Certified Tax Coach) designation, I have earned the next level: 𝗖𝗧𝗣 – 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗲𝗿 with the AICTP! This is the result of experience + creating tax plans & saving clients money!
Honored that I got to speak at the 𝗦𝗼𝘂𝘁𝗵𝗲𝗿𝗻 𝗟𝗮𝗻𝗰𝗮𝘀𝘁𝗲𝗿 𝗖𝗵𝗮𝗺𝗯𝗲𝗿'𝘀 𝟮𝟬𝟮𝟱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗘𝘅𝗽𝗼 where I led a session on budgeting & cash-flow. The two most discussed questions\topics that members had: 1) 𝘩𝘰𝘸 𝘵𝘰 𝘥𝘦𝘢𝘭 𝘸𝘪𝘵𝘩 𝘴𝘭𝘰𝘸 𝘱𝘢𝘺𝘪𝘯𝘨 𝘤𝘭𝘪𝘦𝘯𝘵𝘴, and 2) 𝘢𝘴 𝘢𝘯 𝘰𝘸𝘯𝘦𝘳 𝘩𝘰𝘸 𝘮𝘶𝘤𝘩 𝘥𝘰 𝘐 𝘴𝘦𝘵 𝘢𝘴𝘪𝘥𝘦 𝘦𝘢𝘤𝘩 𝘮𝘰𝘯𝘵𝘩. Thank you SLC!
October 24, 2025 at 11:18 AM
Honored that I got to speak at the 𝗦𝗼𝘂𝘁𝗵𝗲𝗿𝗻 𝗟𝗮𝗻𝗰𝗮𝘀𝘁𝗲𝗿 𝗖𝗵𝗮𝗺𝗯𝗲𝗿'𝘀 𝟮𝟬𝟮𝟱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗘𝘅𝗽𝗼 where I led a session on budgeting & cash-flow. The two most discussed questions\topics that members had: 1) 𝘩𝘰𝘸 𝘵𝘰 𝘥𝘦𝘢𝘭 𝘸𝘪𝘵𝘩 𝘴𝘭𝘰𝘸 𝘱𝘢𝘺𝘪𝘯𝘨 𝘤𝘭𝘪𝘦𝘯𝘵𝘴, and 2) 𝘢𝘴 𝘢𝘯 𝘰𝘸𝘯𝘦𝘳 𝘩𝘰𝘸 𝘮𝘶𝘤𝘩 𝘥𝘰 𝘐 𝘴𝘦𝘵 𝘢𝘴𝘪𝘥𝘦 𝘦𝘢𝘤𝘩 𝘮𝘰𝘯𝘵𝘩. Thank you SLC!
🏠𝘍𝘳𝘦𝘦 𝘏𝘰𝘮𝘦 𝘖𝘧𝘧𝘪𝘤𝘦 𝘋𝘦𝘥𝘶𝘤𝘵𝘪𝘰𝘯 𝘊𝘢𝘭𝘤𝘶𝘭𝘢𝘵𝘰𝘳
Blog 🔗https://linkly.link/2EiLO
Blog 🔗https://linkly.link/2EiLO
October 15, 2025 at 11:23 AM
🏠𝘍𝘳𝘦𝘦 𝘏𝘰𝘮𝘦 𝘖𝘧𝘧𝘪𝘤𝘦 𝘋𝘦𝘥𝘶𝘤𝘵𝘪𝘰𝘯 𝘊𝘢𝘭𝘤𝘶𝘭𝘢𝘵𝘰𝘳
Blog 🔗https://linkly.link/2EiLO
Blog 🔗https://linkly.link/2EiLO
🎓💰 Learn More, Pay Less in Taxes!
Under IRC §127, employers can cover up to $5,250 per employee for education expenses — tax-free to the employee & fully deductible for the business. Blog post on how: linkly.link/2GOiP
Under IRC §127, employers can cover up to $5,250 per employee for education expenses — tax-free to the employee & fully deductible for the business. Blog post on how: linkly.link/2GOiP
Learn More, Pay Less: The Power of a Qualified Education Assistance Program - Proactive CPA
Under IRC §127, employers can cover up to $5,250 per employee each year for education expenses — completely tax-free to the employee and fully deductible for the business. Here’s how it works:1. You s...
linkly.link
October 14, 2025 at 11:22 AM
🎓💰 Learn More, Pay Less in Taxes!
Under IRC §127, employers can cover up to $5,250 per employee for education expenses — tax-free to the employee & fully deductible for the business. Blog post on how: linkly.link/2GOiP
Under IRC §127, employers can cover up to $5,250 per employee for education expenses — tax-free to the employee & fully deductible for the business. Blog post on how: linkly.link/2GOiP
I'll be speaking at the 2025 𝘚𝘓 𝘊𝘩𝘢𝘮𝘣𝘦𝘳 𝘰𝘧 𝘊𝘰𝘮𝘮𝘦𝘳𝘤𝘦'𝘴 𝘗𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘋𝘦𝘷𝘦𝘭𝘰𝘱𝘮𝘦𝘯𝘵 𝘊𝘰𝘯𝘧𝘦𝘳𝘦𝘯𝘤𝘦 on 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 & 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗦𝗺𝗮𝗹𝗹 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀.
Learn more & register: lnkd.in/eXj22Kqp
Learn more & register: lnkd.in/eXj22Kqp
October 3, 2025 at 11:00 AM
I'll be speaking at the 2025 𝘚𝘓 𝘊𝘩𝘢𝘮𝘣𝘦𝘳 𝘰𝘧 𝘊𝘰𝘮𝘮𝘦𝘳𝘤𝘦'𝘴 𝘗𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘋𝘦𝘷𝘦𝘭𝘰𝘱𝘮𝘦𝘯𝘵 𝘊𝘰𝘯𝘧𝘦𝘳𝘦𝘯𝘤𝘦 on 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄 & 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗦𝗺𝗮𝗹𝗹 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀.
Learn more & register: lnkd.in/eXj22Kqp
Learn more & register: lnkd.in/eXj22Kqp
Why do I need to make estimated payment?
What is "safe harbor?" How do I avoid late payment penalties?
Check out my latest blog: linkly.link/2FndU
What is "safe harbor?" How do I avoid late payment penalties?
Check out my latest blog: linkly.link/2FndU
Why Do I Need to Make Estimated Payments? - Proactive CPA
Every year a common question is: “Why do I need to make estimated payments?” Typically followed by, “How much do I need to pay in?” So unfortunately, IRS is impatient. They like getting their tax paym...
linkly.link
October 1, 2025 at 11:54 AM
Why do I need to make estimated payment?
What is "safe harbor?" How do I avoid late payment penalties?
Check out my latest blog: linkly.link/2FndU
What is "safe harbor?" How do I avoid late payment penalties?
Check out my latest blog: linkly.link/2FndU
If you're starting a business, don't forget about this tax break that allows you to deduct up to $5K of startup costs.
linkly.link/2FiLR
linkly.link/2FiLR
Starting a business? Don’t forget about this great tax break. - Proactive CPA
Under IRC §195, new business owners can elect to deduct up to $5,000 in startup expenses—before your business even opens its doors. Here’s how it works:• You can deduct up to $5,000 of costs spent bef...
linkly.link
September 29, 2025 at 12:17 PM
If you're starting a business, don't forget about this tax break that allows you to deduct up to $5K of startup costs.
linkly.link/2FiLR
linkly.link/2FiLR
⛳𝘛𝘩𝘦 “𝘈𝘶𝘨𝘶𝘴𝘵𝘢 𝘙𝘶𝘭𝘦”-𝘛𝘢𝘹 𝘧𝘳𝘢𝘶𝘥 𝘰𝘳 𝘴𝘮𝘢𝘳𝘵 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺
Check out my latest blog to learn how you can rent out your home and the rental income is completely tax-free.
Better yet? If structured properly, your business gets a tax deduction at the same time. That’s a rare win-win!
🔗https://linkly.link/2FYuV
Check out my latest blog to learn how you can rent out your home and the rental income is completely tax-free.
Better yet? If structured properly, your business gets a tax deduction at the same time. That’s a rare win-win!
🔗https://linkly.link/2FYuV
September 25, 2025 at 1:19 PM
⛳𝘛𝘩𝘦 “𝘈𝘶𝘨𝘶𝘴𝘵𝘢 𝘙𝘶𝘭𝘦”-𝘛𝘢𝘹 𝘧𝘳𝘢𝘶𝘥 𝘰𝘳 𝘴𝘮𝘢𝘳𝘵 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺
Check out my latest blog to learn how you can rent out your home and the rental income is completely tax-free.
Better yet? If structured properly, your business gets a tax deduction at the same time. That’s a rare win-win!
🔗https://linkly.link/2FYuV
Check out my latest blog to learn how you can rent out your home and the rental income is completely tax-free.
Better yet? If structured properly, your business gets a tax deduction at the same time. That’s a rare win-win!
🔗https://linkly.link/2FYuV
✈️💼 𝘊𝘢𝘯 𝘺𝘰𝘶 𝘮𝘪𝘹 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 travel 𝘸𝘪𝘵𝘩 personal & 𝘨𝘦𝘵 𝘸𝘳𝘪𝘵𝘦-𝘰𝘧𝘧𝘴?
With a little planning, you can enjoy your time away and still maximize your deductions. In my latest blog, I break down the key rules, examples, and pitfalls to watch for.
🔗Blog: linkly.link/2F1ns
With a little planning, you can enjoy your time away and still maximize your deductions. In my latest blog, I break down the key rules, examples, and pitfalls to watch for.
🔗Blog: linkly.link/2F1ns
How to Combine Personal & Business Travel & Get Some Partial Tax Write-offs - Proactive CPA
With a little bit of planning, you can combine personal & business travel and get some partial tax write-offs. While the IRS allows certain deductions for legitimate business trips, there are specific...
linkly.link
September 17, 2025 at 10:28 AM
✈️💼 𝘊𝘢𝘯 𝘺𝘰𝘶 𝘮𝘪𝘹 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 travel 𝘸𝘪𝘵𝘩 personal & 𝘨𝘦𝘵 𝘸𝘳𝘪𝘵𝘦-𝘰𝘧𝘧𝘴?
With a little planning, you can enjoy your time away and still maximize your deductions. In my latest blog, I break down the key rules, examples, and pitfalls to watch for.
🔗Blog: linkly.link/2F1ns
With a little planning, you can enjoy your time away and still maximize your deductions. In my latest blog, I break down the key rules, examples, and pitfalls to watch for.
🔗Blog: linkly.link/2F1ns
👶𝘊𝘩𝘢𝘯𝘨𝘦𝘴 𝘵𝘰 𝘵𝘩𝘦 𝘊𝘩𝘪𝘭𝘥 𝘛𝘢𝘹 𝘊𝘳𝘦𝘥𝘪𝘵 𝘶𝘯𝘥𝘦𝘳 𝘵𝘩𝘦 "𝘖𝘯𝘦 𝘉𝘪𝘨 𝘉𝘦𝘢𝘶𝘵𝘪𝘧𝘶𝘭 𝘉𝘪𝘭𝘭."🪙
Just about everyone is a fan of the Child Tax Credit (CTC), and thanks to "One Big Beautiful Bill", there are a number of changes that are now effective:
Just about everyone is a fan of the Child Tax Credit (CTC), and thanks to "One Big Beautiful Bill", there are a number of changes that are now effective:
September 15, 2025 at 10:41 AM
👶𝘊𝘩𝘢𝘯𝘨𝘦𝘴 𝘵𝘰 𝘵𝘩𝘦 𝘊𝘩𝘪𝘭𝘥 𝘛𝘢𝘹 𝘊𝘳𝘦𝘥𝘪𝘵 𝘶𝘯𝘥𝘦𝘳 𝘵𝘩𝘦 "𝘖𝘯𝘦 𝘉𝘪𝘨 𝘉𝘦𝘢𝘶𝘵𝘪𝘧𝘶𝘭 𝘉𝘪𝘭𝘭."🪙
Just about everyone is a fan of the Child Tax Credit (CTC), and thanks to "One Big Beautiful Bill", there are a number of changes that are now effective:
Just about everyone is a fan of the Child Tax Credit (CTC), and thanks to "One Big Beautiful Bill", there are a number of changes that are now effective:
On 8/28 I had the privilege of presenting on a Webinar on the Work Opportunity Tax Credit. Watch the replay to learn how your business can get free money just by hiring from specific target groups: linkly.link/2Exqz
September 12, 2025 at 12:19 PM
On 8/28 I had the privilege of presenting on a Webinar on the Work Opportunity Tax Credit. Watch the replay to learn how your business can get free money just by hiring from specific target groups: linkly.link/2Exqz
🎓 Homeschoolers – Big Tax News!
The "One Big Beautiful Bill Act," allows for 529 plan funds to be used for homeschooling expenses like:
• Curriculum & materials
• Books & online resources
• Standardized test fees
linkly.link/2EvL9
The "One Big Beautiful Bill Act," allows for 529 plan funds to be used for homeschooling expenses like:
• Curriculum & materials
• Books & online resources
• Standardized test fees
linkly.link/2EvL9
Tax Saving Opportunities for Homeschoolers - Proactive CPA
Thanks to H.R.1, better known as the “One Big Beautiful Bill Act,” the use of funds from 529 plans has been expanded to benefit homeschoolers! 529 PlansIf you’re unfamiliar with 529 plans, they are a ...
linkly.link
September 11, 2025 at 1:46 PM
🎓 Homeschoolers – Big Tax News!
The "One Big Beautiful Bill Act," allows for 529 plan funds to be used for homeschooling expenses like:
• Curriculum & materials
• Books & online resources
• Standardized test fees
linkly.link/2EvL9
The "One Big Beautiful Bill Act," allows for 529 plan funds to be used for homeschooling expenses like:
• Curriculum & materials
• Books & online resources
• Standardized test fees
linkly.link/2EvL9
If you, a friend, or family member is adopting this year, make sure to take advantage of the adoption tax credit linkly.link/2EnRh
Taking the Adoption Credit in 2025 - Proactive CPA
The Adoption Credit can help offset the high costs of adoption—legal fees, home studies, travel expenses, and more. For 2025, the max credit is $, per child. Adopting through foster care can qualify t...
linkly.link
September 8, 2025 at 11:40 AM
If you, a friend, or family member is adopting this year, make sure to take advantage of the adoption tax credit linkly.link/2EnRh
If you need help calculating your home office deduction, check out my free template + how to video
linkly.link/2EiLO
linkly.link/2EiLO
Template for Calculating the Home Office Deduction - Proactive CPA
Most people have heard of the home office deduction — it lets you take a tax write off for using part of your home for business purposes. But how exactly is it calculated, and how do you take it? Firs...
linkly.link
September 5, 2025 at 12:19 PM
If you need help calculating your home office deduction, check out my free template + how to video
linkly.link/2EiLO
linkly.link/2EiLO
The 4 Tax-Planning Strategies Every Entrepreneur Should Be Taking Advantage Of – QBI Deduction (Part 4/4) linkly.link/2EDOa
The 4 Tax-Planning Strategies Every Entrepreneur Should Be Taking Advantage Of – QBI Deduction (Part 4/4) - Proactive CPA
What if I told you that some business owners only pay taxes on 80% of their profits? Thanks to the Qualified Business Income (QBI) deduction, this is happening for thousands of business owners. Who Qu...
linkly.link
September 2, 2025 at 2:01 PM
The 4 Tax-Planning Strategies Every Entrepreneur Should Be Taking Advantage Of – QBI Deduction (Part 4/4) linkly.link/2EDOa
The 4 Tax-Planning Strategies Every Entrepreneur Should Be Taking Advantage Of – Entity Selection (Part 3/4)
linkly.link/2EDOX
linkly.link/2EDOX
The 4 Tax-Planning Strategies Every Entrepreneur Should Be Taking Advantage Of – Entity Selection (Part 3/4) - Proactive CPA
So in part 1 we talked about the benefits of retirement accounts, and in part 2 we looked at the advantages of PTET. Today let’s explore Entity Selection. Why does entity selection matter?While it may...
linkly.link
August 29, 2025 at 11:25 AM
The 4 Tax-Planning Strategies Every Entrepreneur Should Be Taking Advantage Of – Entity Selection (Part 3/4)
linkly.link/2EDOX
linkly.link/2EDOX
The 4 Tax-Planning Strategies Every Entrepreneur Should Be Taking Advantage Of – Pass-Through Entity Tax (PTET) (Part 2/4)
linkly.link/2EDOV
linkly.link/2EDOV
The 4 Tax-Planning Strategies Every Entrepreneur Should Be Taking Advantage Of - Pass-Through Entity Tax (PTET) (Part 2/4) - Proactive CPA
Yesterday in part 1, I mentioned that contributing to a retirement plan is the first tax planning strategy to be taking advantage of. Today I want to talk about the second strategy: Pass-Through Entit...
linkly.link
August 27, 2025 at 10:38 AM
The 4 Tax-Planning Strategies Every Entrepreneur Should Be Taking Advantage Of – Pass-Through Entity Tax (PTET) (Part 2/4)
linkly.link/2EDOV
linkly.link/2EDOV
The 4 Tax-Planning Strategies Every Entrepreneur Should Be Taking Advantage Of – Retirement Contributions (Part 1/4) linkly.link/2EDOA
The 4 Tax-Planning Strategies Every Entrepreneur Should Be Taking Advantage Of - Retirement Contributions (Part 1/4) - Proactive CPA
While there are a lot of best practices & strategies to take advantage of to help reduce taxes, if I had to boil it down to what I believe every entrepreneur can do, & should consider, there would be ...
linkly.link
August 26, 2025 at 1:29 PM
The 4 Tax-Planning Strategies Every Entrepreneur Should Be Taking Advantage Of – Retirement Contributions (Part 1/4) linkly.link/2EDOA
If You're Married, is "Married Filing Jointly" Always the Best Tax Filing Status? linkly.link/2E1YS
If You're Married, is "Married Filing Jointly" Always the Best Tax Filing Status? - Proactive CPA
Filing jointly usually means lower tax rates, bigger deductions, and simpler returns for most couples, but sometimes Married Filing Separately wins. Couples in the following situations may save more w...
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August 22, 2025 at 10:56 AM
If You're Married, is "Married Filing Jointly" Always the Best Tax Filing Status? linkly.link/2E1YS
I've been posting recently about ways to defer capital gains taxes, and wanted to add in one more post on Deferred Sales Trusts: linkly.link/2Dwj5
August 21, 2025 at 11:24 AM
I've been posting recently about ways to defer capital gains taxes, and wanted to add in one more post on Deferred Sales Trusts: linkly.link/2Dwj5
💵 One new hire could mean thousands in tax credits.
The IRS likely awarded $2.9–$4.7B in 2023 alone! With the WOTC expiring after 2025, don’t miss out. Join us Thurs, Aug 28 for a free webinar on who qualifies, how much you can save & steps to take 👉 scjobs.co/webinar
The IRS likely awarded $2.9–$4.7B in 2023 alone! With the WOTC expiring after 2025, don’t miss out. Join us Thurs, Aug 28 for a free webinar on who qualifies, how much you can save & steps to take 👉 scjobs.co/webinar
August 20, 2025 at 12:30 PM
💵 One new hire could mean thousands in tax credits.
The IRS likely awarded $2.9–$4.7B in 2023 alone! With the WOTC expiring after 2025, don’t miss out. Join us Thurs, Aug 28 for a free webinar on who qualifies, how much you can save & steps to take 👉 scjobs.co/webinar
The IRS likely awarded $2.9–$4.7B in 2023 alone! With the WOTC expiring after 2025, don’t miss out. Join us Thurs, Aug 28 for a free webinar on who qualifies, how much you can save & steps to take 👉 scjobs.co/webinar
My 3 Favorite Ways to Defer Capital Gains: Qualified Opportunity Zones | Part 3 of 3 linkly.link/2DmzN
August 19, 2025 at 12:37 PM
My 3 Favorite Ways to Defer Capital Gains: Qualified Opportunity Zones | Part 3 of 3 linkly.link/2DmzN
I was honored that Skyler Fleming had me on "𝗠𝗼𝗻𝗲𝘆 𝗧𝗮𝗹𝗸" recently.
I got to share real strategies for planning taxes year-round. I hope you'll take a listen!
Listen on your Favorite Podcast Platform: lnkd.in/d6dP86PK
Watch on YouTube: lnkd.in/dNDxQQUQ
I got to share real strategies for planning taxes year-round. I hope you'll take a listen!
Listen on your Favorite Podcast Platform: lnkd.in/d6dP86PK
Watch on YouTube: lnkd.in/dNDxQQUQ
August 18, 2025 at 12:40 PM
I was honored that Skyler Fleming had me on "𝗠𝗼𝗻𝗲𝘆 𝗧𝗮𝗹𝗸" recently.
I got to share real strategies for planning taxes year-round. I hope you'll take a listen!
Listen on your Favorite Podcast Platform: lnkd.in/d6dP86PK
Watch on YouTube: lnkd.in/dNDxQQUQ
I got to share real strategies for planning taxes year-round. I hope you'll take a listen!
Listen on your Favorite Podcast Platform: lnkd.in/d6dP86PK
Watch on YouTube: lnkd.in/dNDxQQUQ