Tax solutions for business owners

QSBS refers to equity in a company that meets specific criteria under the tax code, allowing startup founders, employees, investors and business owners to exclude up to $10 million or 10x the cost basis of an asset of capital gains from federal (and most state) taxes.

Stock that may qualify for up to $10M in capital gains exclusions—ideal for startup founders, employees, and early investors.

Oil & Gas Drilling offers an opportunity for individuals to leverage tax incentives to reduce their ordinary income taxes with minimal effort through Oil and Gas investments, which are designed to generate significant tax savings and returns of between 1.5 and 2 times the initial investment, with most income front-loaded and 15% of it tax-free.

Invest in oil & gas drilling to claim deductions and earn mostly front-loaded returns, with 15% of the income tax-free.

Purchasing solar projects offer significant benefits for high income individuals looking to reduce their taxes. The government provides different incentives including tax credits and depreciation that can help to reduce your taxable ordinary income by up to 90%.

Invest in solar to access federal tax credits and depreciation, potentially offsetting up to 90% of your taxable income.

A CRUT is a tax-exempt structure that is well suited for individuals with high appreciated assets they have not yet sold. It allows you to defer the taxes you would otherwise pay when selling an asset, reinvest and grow those assets pre-tax inside a trust until you pull out money from the trust. At the end of the trust term, a portion is donated to a charitable organization.

Sell appreciated assets tax-deferred, receive income for life, and donate what’s left to charity at the end of the trust term.

A non-grantor trust is an irrevocable trust treated as a separate taxpayer for income tax purposes. It's commonly used to shift income to beneficiaries in lower-tax brackets or to avoid state income tax in high-tax jurisdictions. Unlike grantor trusts, the grantor has no retained powers, so the trust—not the grantor—pays tax on its income.

A standalone taxpayer used to shift income to lower-tax brackets or avoid state income taxes in high-tax states.

A CLAT is a tax-advantaged structure designed for individuals with highly appreciated assets they have already sold. It allows you to reduce or offset capital gains taxes by contributing funds to the trust, which makes fixed annual payments to a charitable organization for a set period. At the end of the trust term, the remaining assets are distributed to your chosen beneficiaries, potentially with significant tax savings.

Donates annual income to charity while preserving the remainder for your heirs—ideal for offsetting capital gains on sold assets.