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

1031 Exchange

Defer taxes when exchanging investment real estate.

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Core

Accountable Plan

Reimburse business expenses in a tax-efficient way.

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Uncommon

American Opportunity

Receive a tax credit for qualifying education costs.

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Core

Augusta Rule

Rent your home for limited business use.

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Core

Bonus Depreciation

Accelerate deductions for qualifying business property.

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Uncommon

Box Housing Investment

Invest in housing with potential tax advantages.

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Core

Business Expenses

Deduct eligible costs of running your business.

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Uncommon

Charitable Donations

Support qualified causes while potentially reducing taxes.

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Real Estate

Cost Segregation

Accelerate depreciation deductions on real estate.

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Uncommon

Crypto Tax Loss Harvesting

Use cryptocurrency losses to offset taxable gains.

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Uncommon

Donor Advised Funds

Make charitable giving more flexible and strategic.

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Uncommon

Film Credit

Explore tax incentives for qualifying film investments.

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Core

Health Savings Account (HSA)

Save for healthcare with valuable tax advantages.

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Uncommon

Heavy Machinery

Accelerate deductions for qualifying business equipment.

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Core

Hiring Your Children

Put your children to work in the business.

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Core

Home Office Deduction

Deduct eligible costs of working from home.

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Core

Itemized Deductions

Deduct qualifying personal expenses individually.

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Core

LLC Formation

Create a flexible legal structure for your business.

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Core

Meal Deductions

Deduct qualifying meals connected to your business.

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Uncommon

Oil & Gas

Explore specialized tax benefits for energy investments.

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Real Estate

Real Estate Professional Status

Change how qualifying rental losses are treated.

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Core

Retirement Planning

Build retirement savings while managing taxes.

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Core

S-Corp

A pass-through tax structure for eligible businesses.

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Core

Section 179

Expense qualifying business property sooner.

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Real Estate

Short Term Rentals

Explore tax advantages unique to short-term rentals.

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Core

Start Up and Organizational Costs

Recover eligible costs of launching your business.

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Uncommon

Tax Loss Harvesting

Use investment losses to offset taxable gains.

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Core

Travel Deductions

Deduct eligible business travel costs.

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Core

Vehicle Deductions

Deduct eligible business use of your vehicle.

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