Keep More of What You Earn
For many investors, taxes represent one of the largest obstacles to long-term wealth creation. Yet tax mitigation strategies remain one of the most underutilized areas of financial planning. Through thoughtfully selected investment solutions, investors may be able to reduce taxes on passive income, investment gains, and ordinary income—preserving more of their hard-earned wealth to remain invested, compound over time, and support future generations.
Tax Efficiency Is Wealth Preservation
Investment returns are only part of the equation. Long-term wealth is built by maximizing what you keep after taxes. Through thoughtful planning and specialized tax mitigation strategies, investors may reduce taxes on ordinary income, passive income, and capital gains—preserving more capital, improving after-tax returns, and allowing more wealth to remain invested and compound over time.
Eight Strategies. Applied Before the Tax Bill Arrives.
1031 Exchanges → DSTs
A 1031 exchange allows investment property owners to defer capital gains taxes by reinvesting the proceeds from the sale of qualifying real estate into like-kind replacement property. A Delaware Statutory Trust, properly structured, qualifies as like-kind replacement property under IRS Revenue Ruling 2004-86 — allowing multiple investors to own fractional beneficial interests in institutional-quality real estate.
Read: The Exchange-Into-DST Process721 Exchange Planning
A 721 UPREIT exchange is a tax-deferral strategy that allows a real estate owner to defer capital gains taxes by contributing property to an Umbrella Partnership Real Estate Investment Trust (UPREIT) in exchange for Operating Partnership (OP) units, rather than selling the property outright.
Read: What the 721 Sales Deck Leaves OutFee Simple Donations
A tax strategy in which an investor acquires a direct ownership interest (“fee simple ownership”) in real property intended to be donated, in whole or in part, to a qualified charitable organization — generally designed to generate a charitable income tax deduction while supporting a charitable purpose. Unlike many traditional investments, the primary objective is tax mitigation, with any investment return being secondary.
Read: Giving With a Return AddressBonus Depreciation Funds
An alternative investment designed to generate passive tax deductions by investing in assets that qualify for accelerated depreciation under the Internal Revenue Code — seeking current income while producing depreciation losses that may offset eligible taxable income, depending on each investor’s tax situation. Commonly used by accredited investors with passive income from real estate or other qualifying investments.
Read: Accelerated Depreciation, ExplainedOil & Gas Intangible Drilling Costs
A tax-advantaged investment in domestic oil and gas drilling projects that allows eligible investors to potentially deduct a substantial portion of their investment in the year it is made. IDCs generally include drilling and development expenses with no salvage value — labor, site preparation, drilling fluids, fuel, engineering, and other drilling-related services.
Read: The Code’s Most Aggressive Deduction, Honestly ExplainedOpportunity Zone Investments
A tax-advantaged investment in a government-designated community intended to encourage long-term economic development. By reinvesting eligible capital gains into a Qualified Opportunity Fund (QOF), investors may defer taxes on those gains and, if requirements are met, potentially eliminate taxes on the appreciation of the Opportunity Zone investment itself. Created under the Tax Cuts and Jobs Act of 2017.
Read: The Opportunity Zones Investment GuideCharitable Remainder Trusts
An irrevocable trust that allows an individual to contribute appreciated assets, receive an income stream for a specified period or for life, obtain a current charitable income tax deduction, and ultimately leave the remaining trust assets to one or more qualified charitable organizations — often used to diversify highly appreciated assets, reduce immediate tax consequences, generate retirement income, and fulfill charitable goals.
Read: CRTs & Fee Simple Donations, ExplainedCost Segregation & Depreciation Planning
Rather than treating an entire building as a single asset depreciated over decades, a cost segregation study identifies components of the property that qualify for shorter depreciation lives, allowing owners to recognize larger tax deductions earlier in the investment’s life — potentially reducing current taxable income and improving after-tax cash flow.
Read: Cost Segregation & Bonus DepreciationThe Best Tax Strategies Begin Before the Tax Bill
The most effective tax mitigation strategies are rarely implemented after a transaction closes — they’re designed well before it begins. Whether you’re selling real estate, a business, or a highly appreciated investment, thoughtful planning can expand your options, preserve more of your wealth, and help avoid missed opportunities.
Every strategy carries its own rules, timelines, risks, and suitability considerations. Our role is to work alongside your CPA and legal advisors to evaluate which strategies, if any, align with your financial objectives and broader wealth plan.
Plan Before You Sell- The full menu is open — 1031/DST exchange, 721 planning, Opportunity Zones, charitable trusts, cost segregation
- Sale structure and timing can be shaped around the strategy
- A Qualified Intermediary is in place before closing, preserving exchange eligibility
- Charitable strategies can be funded with the appreciated asset itself
- Deadlines are mapped in advance — not discovered mid-clock
- A completed sale generally cannot be exchanged — the 1031 door closes at closing
- Charitable trust advantages largely disappear once the gain is recognized
- Remaining options narrow to a short, deadline-bound list
- Structure and timing are fixed — the strategy must bend to the transaction
- Planning happens under pressure, when costly mistakes are most likely
Planning Before the Tax Bill
Why the most effective tax strategies are designed before a transaction closes — and what stays on the table when you wait.
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You have spent years building your wealth. The next chapter should be about enjoying it with confidence. Whether your goal is dependable income, preserving family wealth, reducing taxes, or creating a lasting legacy — we’re ready when you are.