Tax Mitigation

Discover the tax advantages of investing in oil and gas, including deductions and allowances, to maximize your financial benefits in this high-demand sector.

Succession planning in family-owned businesses is rarely just about ownership. It is about liquidity, fairness among heirs, tax exposure, and the long-term viability of both the business and the family balance sheet.

For experienced real estate owners, the 1031 exchange is rarely new. Many have executed one before, or at least evaluated it seriously during a sale.

For many owners, the business is not just a company—it’s a lifetime of effort, risk, and sacrifice.

Preparing your business is important. Preparing yourself is essential.

For real estate investors, the installment sale method under Internal Revenue Code § 453 is a popular strategy for spreading taxable gain recognition over multiple years—improving cash flow and aligning tax liability with payment receipt.

Discover key tax and filing considerations for 1031 exchanges across state lines. Learn how to avoid state-specific pitfalls and protect your tax deferral.

Learn how IRC Section 453A impacts installment sales for real estate investors and strategies to mitigate the "sting tax" on high-value transactions.

Discover the differences between the traditional 721 exchange and the 721 via DST to maximize your real estate investments and defer taxes.