Services
Personal Income
Strategies that can positively affect an individual's Adjusted Gross Income and reduce their overall tax liability.
Personal Income
Biomedical Investments
Fulfill philanthropic and humanitarian goals and receive a potential tax benefit while positively impacting those with life-altering burns. Opportunities include sale, donation, capital appreciation.
Personal Income
Oil & Gas Funds
Participate in the drilling of new wells which are intended to provide significant upfront or long-term, tax benefits. Objectives include cash distributions, tax deductions, &
depletion allowance.
Personal Income
Solar Opportunities
We provide the client with the opportunity to purchase a solar project which provides consistent long-term cash flow and Tax Benefits via Accelerated Depreciation and Investment Tax Credits.
Services
Business Income
Opportunities to increase cash flow, raise capital for expansion, gain a competitive edge, and protect against financial risk.
Business Income
Restricted Property Trust
Employer-sponsored business continuity plan with death benefit, long-term cash accumulation, and income distributions. Outperforms deferred compensation plans for tax mitigation and asset appreciation.
Business Income
Solar Opportunities
We provide the client with the opportunity to purchase a solar project which provides consistent long-term cash flow and Tax Benefits via Accelerated Depreciation and Investment Tax Credits.
Business Income
Research & Development
A tax credit that rewards companies for conducting R&D in the U.S. with many companies eligible based on their activity. Ideal for businesses of any size, not just major corporations & research labs.
Services
Capital Gains
Strategies that can defer a clients capital gains with abilities to grow gains tax free income or pay tax at a later date.
Capital Gains
Capital Asset Acquisition
A unique tax deferral strategy suitable for any highly valued asset with a low basis. Enables you to sell an asset and defer the full capital gains tax for up to 30 years - which can be up to 30-35% of the selling price.
Capital Gains
Oil & Gas Funds
Introduced as part of the Tax Cuts and Jobs Act, opportunity zones deliver tax benefits and positive social impact. Benefit from capital gains tax deferral and reduction, cash flow, and passive income.
Capital Gains
Deferred Sales Trust
A contract between an investor and a third-party trust in which the investor's real property is sold to the trust in exchange for predetermined future installment payments for an agreed time frame.