July 8, 2025 A unique tax planning opportunity is available this year that could help you reduce your federal tax bill by 25% — with no restructuring or complex documentation required. It’s called the Sovereign Tribal Tax Credit (STTC) program. Here’s how it works: This can be a helpful tool if you have: If this …
July 1, 2025 For clients operating capital-intensive businesses Or seeking significant deductions before year-end, The Financed Equipment Rental strategy is one worth considering. Here’s how it works: For example: A $50K investment might produce a $300K+ deduction — All while preserving liquidity. This approach is particularly well-suited for clients with: As always, this type of …
Financed Equipment Rental for Major Tax Deductions Read More »
June 21, 2025 What if you could pay your federal taxes — at a 25% discount?The Sovereign Tribal Tax Credit (STTC) program allows qualified individuals to purchase federal tax credits at a reduced rate and apply them directly to their IRS bill. Here’s how it works: It’s a simple, legal, and extremely efficient way for …
Buy Federal Tax Credits at a Discount — Here’s How Read More »
June 10, 2025 If charitable giving is already part of your financial picture, there’s a strategy worth considering that can amplify your impact — and your tax benefits: Leveraged Asset Donation. Here’s the idea: For example:A $25K investment may produce over $100K in deductions, limited to 30% of your AGI. It’s ideal for clients with …
Leveraged Charitable Donations for Bigger Deductions Read More »
June 3, 2025 If you’re looking for a way to drastically reduce your taxable income while setting yourself up for steady, long-term returns, the Leveraged Technology Purchase strategy could be a perfect fit. Here’s how it works: The bottom line? Details: This strategy is ideal for business owners and investors looking to optimize current cash …
Want a $400K Deduction from a $100K Investment? Here’s How Read More »
May 27, 2025 Leveraged Technology Purchases under Section 179 of the tax code. Here’s a quick breakdown: This opportunity may be a good fit for clients who: Since Section 179 benefits are tied to the calendar year, any transactions would need to be completed before December 31 to count for this tax year. If you’re …
Leveraged Technology Purchase for Tax Deductions and Income Read More »
May 20, 2025 Looking for a way to dramatically cut your taxes, generate consistent returns, and position yourself for a future liquidity event? The HealthCare Software RTU Program is one of the most unique (and powerful) strategies available for business owners and high earners today. Here’s the overview: Bottom line? Minimum Investment: $50,000 Ideal for …
April 29, 2025 For high-income earners looking for a unique way to reduce taxes, Film Debt Financing offers a rare opportunity to do just that — with the potential to also participate in the profits of major film productions. This strategy leverages Section 181 of the Internal Revenue Code, which allows for immediate tax deductions …
Reduce Taxes and Invest in Hollywood? Here’s How It Works Read More »
March 4, 2025 Do you own a traditional IRA, Roth IRA, SEP-IRA, or SIMPLE IRA? Usually, the income earned within these accounts is tax-free. This applies to common investments such as stocks, bonds, mutual funds, ETFs, CDs, and Treasury bills. But if your IRA makes alternative investments, it may be subject to a special tax …
Beware of UBIT Lurking in Your IRA—It Causes Double Taxes Read More »
