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.
Our Investment Solutions
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 (DST) is a legal entity established under Delaware law that allows multiple investors to own fractional beneficial interests in institutional-quality real estate. When properly structured, a DST qualifies as like-kind replacement property for purposes of a 1031 exchange under IRS Revenue Ruling 2004-86.
721 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.
Fee Simple Donations
A Fee Simple Donation is a tax strategy in which an investor acquires a direct ownership interest ("fee simple ownership") in real property that is intended to be donated, in whole or in part, to a qualified charitable organization. The strategy is 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. These strategies are often considered by high-income or high-net-worth investors seeking to offset significant taxable income.
Bonus Depreciation Funds
A Bonus Depreciation Fund is an alternative investment designed to generate passive tax deductions by investing in assets that qualify for accelerated depreciation under the Internal Revenue Code. These funds seek to provide investors with current income while producing depreciation losses that may offset eligible taxable income, depending on each investor's tax situation.
Bonus depreciation funds are commonly used by accredited investors as part of a broader tax mitigation strategy, particularly those with passive income from real estate or other qualifying investments.
Oil & Gas Intangible Drilling Costs (IDCs)
An Oil & Gas Intangible Drilling Cost (IDC) Investment is 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. These investments are designed to provide exposure to energy production while offering significant current tax benefits through the deduction of Intangible Drilling Costs (IDCs).
IDCs generally include expenses associated with drilling and developing oil and gas wells that have no salvage value, such as labor, site preparation, drilling fluids, fuel, engineering, and other drilling-related services.
Opportunity Zone Investments
An Opportunity Zone (OZ) Investment is a tax-advantaged investment in a government-designated economically distressed community that is 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 certain requirements are met, potentially eliminate taxes on the appreciation of the Opportunity Zone investment itself.
The Opportunity Zone program was created under the Tax Cuts and Jobs Act of 2017 to promote private investment in underserved communities throughout the United States.
Charitable Remainder Trust (CRT)
A Charitable Remainder Trust (CRT) is 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.
A CRT is often used by investors, business owners, and real estate owners seeking to diversify highly appreciated assets, reduce immediate tax consequences, generate retirement income, and fulfill charitable goals.
Cost Segregation and Depreciation Planning
Tax planning strategies that help real estate owners accelerate depreciation deductions, potentially reducing current taxable income and improving after-tax cash flow.
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.
The 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.
