Every strategy we use —
explained plainly.
Click any strategy below to see what it is, how it works, a real transaction example, the tax consequences and benefits, the steps to set it up, and every required filing — ongoing and one-time.
A study that finds building components qualifying for large first-year deductions instead of 39-year depreciation.
$200K–$300K+ annual deductions for business owners — far exceeding 401(k) limits.
Up to 100% exclusion of capital gains — up to $15M — for qualifying C corporation shareholders.
Dollar-for-dollar credit against tax liability for qualifying research activities.
Permanent 20% deduction on qualifying pass-through business income.
Converts passive real estate losses into deductions that immediately reduce your entire tax bill.
Spread gain recognition across years to reduce effective rate on large transactions.
$40,000 SALT deduction cap restored for 2025–2029 — meaningful for high-tax state residents.
Permanently removes assets from your estate while allowing spousal access through distributions.
Moves assets outside your estate with no income tax — selling via promissory note rather than gifting.
Transfers future appreciation to heirs gift-tax-free — heads you win, tails you break even.
Holds wealth for multiple generations outside every future estate — forever.
Transfers assets at 20–35% valuation discounts — making each dollar of exemption go further.
Owns your life insurance outside the estate — death benefit reaches family free of all taxes.
Removes $19K per recipient per year from your estate — no tax, no exemption used.
Transfers your home at a discounted gift tax value while retaining the right to live there.
Access wealth tax-free via borrowing — step-up at death permanently erases all accumulated gains.
Borrow 50–70% of your investment portfolio value — no sale, no capital gains, portfolio stays invested.
Extract equity as tax-free loan proceeds — property still owned, depreciation continues.
Borrow against art tax-free, receive step-up at death, or donate to eliminate 28% collectibles gain.
Move assets outside your estate before the sale crystallizes value — 60–90 day minimum lead time.
Asset vs. stock sale analysis plus personal goodwill allocation — can mean $300K–$700K difference.
Confirm Section 1202 eligibility before the LOI is signed — up to $15M tax-free.
Lock in income tax at grant-date value — converts all future appreciation to capital gains.
Sell appreciated asset tax-free, generate income stream from full proceeds, take immediate deduction.
Eliminate capital gains on donated assets, take full fair-value deduction, distribute grants over time.
Trust pays charity first; remainder transfers to heirs — potentially gift-tax-free if assets outperform hurdle.