Tax Strategy Library
Strategies That Help
You Keep More
Explore the proven strategies we use to help business owners, corporate executives, and high-net-worth families reduce taxes and preserve wealth.
Passing Wealth Tax-Free Through Step-Up In Basis
Instead of trying to time the market, clients can invest for the long-run and build tax-free wealth by utilizing step-up in basis
Investors · Retirees · Families
Borrowing Against Your Portfolio Tax-Free Instead Of Selling
Instead of selling assets and paying taxes when you need income, you can borrow against your portfolio, not pay taxes on the income and even get a tax-deduction for doing so
Investors · Business Owners · Retirees
Offsetting Capital Gains From a Business or Stock Sale
Instead of handing a third of your gain to the IRS the year you sell, you can invest the full amount, use losses from your new portfolio to offset the gain, and eventually eliminate the tax altogether
Business Owners · Investors · Real Estate Sellers
Diversifying a Concentrated Stock Portfolio Tax-Free
Instead of selling your concentrated stock positions and paying a large tax bill to diversify, you can exchange them tax-free for a diversified portfolio
Long-Term Investors · Executives · Retirees
Offsetting W-2 Income With Short-Term Rental Depreciation
Instead of paying full tax on your W-2 income, you can buy a short-term rental, accelerate its depreciation, and use the paper loss to offset your salary
High-Earning W-2 Employees · Physicians · Executives
Maximizing Tax Deferral for Business Owners
Instead of paying your top tax rate on your business profits today, you can stack retirement plans to deduct hundreds of thousands of dollars a year and pay tax later at a lower rate
Business Owners · Physicians · Professional Practice Owners
Choosing the Right Business Entity
The way your business is set up decides how much of every dollar of profit you keep, both while you run it and when you sell it
Business Owners · Founders · Self-Employed Professionals
Using Real Estate Grouping Elections to Offset Income
Instead of letting your real estate losses sit unused on your tax return, a simple election can let them offset your business income or your salary
Business Owners · Medical & Dental Practice Owners · Real Estate Investors
Paying State Taxes Through Your Business (PTET) Election
Instead of losing your federal deduction for state income taxes, you can have your business pay them, and deduct every dollar
Business Owners · S Corporation & Partnership Owners · High Earners in High-Tax States