Tax solutions for shareholders

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.

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.

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.

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.

An IDGT is a type of irrevocable trust that is optimized for estate tax savings popular for individuals who either expect to be significantly over the lifetime exemption amount, or live in a low-tax state and expect to be at least somewhat over the lifetime exemption amount. The key feature of IDGTs is that they are disregarded for income-tax purposes but not for gift and estate tax purposes.

An irrevocable trust used to reduce estate taxes, where the grantor pays income tax but the assets are removed from their estate.

ILITs are an efficient way of leveraging the power of life insurance to grow your wealth tax-free and pass it on to your heirs seamlessly. When you hold a life insurance policy inside one of these trusts, you can shelter the proceeds from estate taxes, protect assets from creditors, and provide long-term financial security for your loved ones.