Tax-Advantaged Wealth Solutions

Obtain greater control over your financial affairs, with the confidence to act, with more freedom.

Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.

— Supreme Court Justice, Learned Hand

Delaware Statutory Trust (DST) 1031 Exchange I.R.C. § 1031

Qualified Opportunity Funds/Zones (QOF/QOZ) I.R.C. § 1400Z-2

Private Placement Life Insurance (PPLI) I.R.C. § 7702

Gifting Strategies I.R.C. § 170(a), 170 (c)

453 Installment Sale I.R.C. § 453

Qualified Small Business Stock (QSBS) I.R.C. § 1202

Bonus Depreciation Deduction I.R.C. § 168k

I.R.C. § 199(a) I.R.C. § 168k

Land Conservation I.R.C. § 170(h)

Asset Strategy

Helping you Create, Manage, Protect & Distribute Wealth®️

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