TAX MITIGATION STRATEGIES
Advanced tax planning helps individuals with a high net worth or income stream significantly lower their tax liability through various exclusive programs. This goes beyond what traditional accountants or planners typically advise by deeply evaluating strategies for securing tax-efficient investments, mitigating intangible risks, and maximizing opportunities.
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There is often an assumption that these types of tax planning strategies are only for Fortune 500 Companies, which can be a very costly oversight. Our trusted tax planning partners are dedicated to vetting these programs to find the best options that create an array of risk and tax mitigation solutions, helping various clients in unique situations.
Our partnership with Strategic Associates, brings a nationally recognized resource for advanced tax mitigation strategies directly to our clients. They specialize in reducing tax liabilities through fully compliant, carefully structured programs, all backed by independent legal opinions and aligned with U.S. Tax Law, known as the Internal Revenue Code.
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Whether you are a W2 employee aiming to lower your taxable income, a business owner seeking to leverage numerous incentives within the tax code, or have recently experienced a liquidity event or significant sale, they will provide the assistance you need to reduce your anticipated tax liabilities.
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Through this collaboration, we offer access to a proven suite of strategies across four main categories.
Business Deductions (Average Tax Savings: 30%–45%)​
Helps business owners establish specialized captive insurance companies under Section 831(b) of the Internal Revenue Code. These structures allow businesses to insure overlooked or intangible risks while deducting significant annual premiums — up to $2.8M per year. Captive reinsurance not only provides substantial deductions but also insures risks that are often difficult or impossible to cover through traditional insurance markets, while building reserve assets and improving overall operational resilience.
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Business Creation (Average Tax Savings: 50%–75%)​
Selling a business, property, or major asset? Structured solutions designed to help clients reduce taxable income in the same year as a large liquidity event. By utilizing carefully structured partnerships or limited liability companies (LLCs), qualified clients may create substantial deductions aligned with recognized IRS rules. These structures are crafted to meet economic substance standards and provide meaningful planning advantages for individuals with high ordinary income or capital gains exposure.
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Leveraged Charitable Gifting (Average Tax Savings: 60%–85%)​
Charitable strategies that allow clients to maximize deductions while supporting qualified nonprofit organizations. Unlike traditional giving, where donations typically produce a one-to-one deduction, certain structured programs offer clients the ability to achieve an amplified deduction effect — often generating a tax deduction five to seven times greater than their out-of-pocket contribution. Opportunities may include donating fractional interests in renewable energy projects, biomedical supplies, or utilizing leveraged financing to increase the deductible gift amount. Full appraisals and documentation are provided to ensure compliance with IRS charitable giving standards.
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Tax Credit Strategies (Average Tax Savings: 35%–40%)​
Facilitates access to federally authorized tax credits available through qualified economic development and clean energy projects. Clients may purchase credits at a discount to face value, creating immediate federal tax savings by applying credits directly against their income tax liabilities. In select cases, clients may also utilize structured financial instruments to recognize allowable ordinary tax losses. These programs often support initiatives that reduce landfill waste, create renewable biofuels, produce clean electricity, and advance technologies for lowering greenhouse gas emissions. All tax credit acquisitions are fully documented and structured in accordance with IRS requirements for proper application and compliance.
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Ideal Client Profile​
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Minimum federal tax liability: $100,000 or more
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Minimum annual income: $300,000 or more
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High-income W-2 earners, business owners, entrepreneurs, and real estate investors are typical participants.
This overview is intended for informational purposes only and does not constitute an offer to buy or sell any security. Clients should consult with qualified legal, tax, and financial advisors before participating in any program.
