July 22, 2025 If you’re considering investments that offer both substantial tax savings and long-term return, a solar project might be worth exploring, especially if you’ve had a strong income year. Here’s why it’s worth looking at: This is a more capital-intensive strategy, but it’s particularly valuable for clients who: If you’d like to walk …
July 15, 2025 We wanted to update you on the “One Big Beautiful Bill Act”, which was officially passed on July 4, 2025. This bill includes several provisions we’ll incorporate into your planning going forward. Here are some of the key highlights: We will be reviewing these provisions in detail during your upcoming strategy meetings …
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 …
