Tax-Advantaged Wealth Strategies

Obtain greater control over your finances, 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.”

— Judge Learned Hand

Click the text or images below to learn more about some of the various Tax-Advantaged Wealth Strategies Asset Strategy can help you with:

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)

INCOMPLETE GIFT NON GRANTOR TRUST (ING TRUST)

I.R.C. § 671 through § 679

QUALIFIED SMALL BUSINESS STOCK (QSBS)

I.R.C. § 1202

BONUS DEPRECIATION DEDUCTION

I.R.C. § 168K

QUALIFIED BUSINESS INCOME (QBI) DEDUCTION

I.R.C § 199(A)

LAND CONSERVATION

I.R.C. § 170(H)

ENERGY TAX CREDIT  or  INVESTMENT TAX CREDIT (ITC) SOLAR/WIND

I.R.C. § 48(a)

CONCENTRATED STOCK – CONSTRUCTIVE SALE RULE

I.R.C. § 1259

453 INSTALLMENT SALE

I.R.C. § 453

Section 179 Deduction

I.R.C. § 179

EMPLOYEE STOCK OWNERSHIP PLAN

I.R.C. § 1042

“The hardest thing in the world to understand is the income tax.”

— Albert Einstein

Asset Strategy

Helping you Create, Manage, Protect & Distribute Wealth®️

Want to learn more about Asset Strategy services?
Reach out to our team for a free consultation or informational meeting.