Strategies

Every tax strategy, ready to put to work.

Filter by category or search by name to find a strategy and its implementation kit.

Real Estate

Cost Segregation Study

Accelerate depreciation on commercial and rental property.

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Core

1031 Exchange

Defer capital gains by reinvesting real estate proceeds.

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Uncommon

Oil & Gas Working Interests

Deduct intangible drilling costs against ordinary income.

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Core

Augusta Rule

Rent your home to your business tax-free for up to 14 days.

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Real Estate

Bonus Depreciation

Front-load depreciation on qualifying property.

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Uncommon

Heavy Machinery Purchase

Section 179 + bonus depreciation on qualifying equipment.

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Uncommon

Conservation Easements

Charitable deduction for restricting land development rights.

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Real Estate

Short-Term Rental Loophole

Treat STR losses as non-passive without REPS.

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Core

Accountable Plan

Reimburse employee business expenses tax-free.

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Uncommon

Captive Insurance

Self-insure business risk via a related insurance company.

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Real Estate

Opportunity Zones

Defer and reduce capital gains via QOZ investments.

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Core

S-Corp Election

Reduce self-employment tax for profitable LLCs.

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Uncommon

Qualified Small Business Stock

Exclude up to $10M+ of gain on qualifying C-corp stock.

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Real Estate

Real Estate Professional Status

Unlock unlimited passive loss deductions.

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Core

Solo 401(k)

Maximize retirement contributions as a self-employed owner.

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Core

Hiring Your Children

Shift income to lower brackets and fund Roth IRAs.

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Core

Vehicle Deductions

Write off business use of personal or company vehicles.

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Core

Startup Costs

Deduct up to $5,000 in formation expenses immediately.

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