--- title: Insights | Tax Mitigation description: Tax Mitigation | Wealthstone Group | Insights image: https://blog.wealthstonegroup.com/hubfs/WealthstoneGroup.jpg --- - Client Portal [![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/) [![Wealthstone-logo-gold](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://blog.wealthstonegroup.com/) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - 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[Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) # Tax Mitigation [All Topics](https://blog.wealthstonegroup.com/insights) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) [Wealth & Estate Planning](https://blog.wealthstonegroup.com/insights/tag/wealth-estate-planning) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) [721 Exchange / UPREIT](https://blog.wealthstonegroup.com/insights/tag/721-exchange-upreit) [REIT](https://blog.wealthstonegroup.com/insights/tag/reit) [Passive Real Estate Investing](https://blog.wealthstonegroup.com/insights/tag/passive-real-estate-investing) [Qualified Opportunity Zones (QOZs)](https://blog.wealthstonegroup.com/insights/tag/qualified-opportunity-zones-qozs) [Cost Segregation and Bonus Depreciation: When Accelerating Real Estate Deductions Makes Sense](https://blog.wealthstonegroup.com/insights/cost-segregation-and-bonus-depreciation-when-accelerating-real-estate-deductions-makes-sense) ![](https://blog.wealthstonegroup.com/hubfs/social-suggested-images/44709168.fs1.hubspotusercontent-na1.nethubfs44709168stock-photo-city-1.jpeg) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### Cost Segregation and Bonus Depreciation: When Accelerating Real Estate Deductions Makes Sense Explore how cost segregation and bonus depreciation can accelerate real estate deductions, enhancing tax strategies and investment value for property owners. Oct 19, 2026 5 min read [Cash Out Refinance Rental Property Tax Implications: What Investors Need to Know About Proceeds and Deductions](https://blog.wealthstonegroup.com/insights/cash-out-refinance-rental-property-tax-implications-what-investors-need-to-know-about-proceeds-and-deductions) ![](https://blog.wealthstonegroup.com/hubfs/WS-InsightsFI3.jpg) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### Cash Out Refinance Rental Property Tax Implications: What Investors Need to Know About Proceeds and Deductions Explore the tax implications of cash-out refinancing rental properties, including how proceeds affect interest deductions and overall investment strategy. Oct 07, 2026 5 min read [Using a Charitable Remainder Trust to Exit Appreciated Real Estate: How the Structure Works and When It Makes Sense](https://blog.wealthstonegroup.com/insights/using-a-charitable-remainder-trust-to-exit-appreciated-real-estate-how-the-structure-works-and-when-it-makes-sense) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-FI-3.jpg) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### Using a Charitable Remainder Trust to Exit Appreciated Real Estate: How the Structure Works and When It Makes Sense Explore how a Charitable Remainder Trust can help real estate owners manage appreciated properties, defer taxes, and support charitable goals effectively. Sep 30, 2026 7 min read [How Preferred Equity Affects a Business Seller's Proceeds When a Private Equity Firm Is the Buyer](https://blog.wealthstonegroup.com/insights/private-equity-preferred-equity-seller-proceeds) ![](https://blog.wealthstonegroup.com/hubfs/WS-InsightsFI.jpg) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### How Preferred Equity Affects a Business Seller's Proceeds When a Private Equity Firm Is the Buyer Discover how preferred equity impacts business sellers' proceeds when selling to private equity firms, and why understanding capital structure is crucial. Aug 31, 2026 4 min read [Choosing the Right Business Exit Strategy: Why the Best Option Depends on More Than the Purchase Price](https://blog.wealthstonegroup.com/insights/business-exit-strategy-options-comparison) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog.png) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### Choosing the Right Business Exit Strategy: Why the Best Option Depends on More Than the Purchase Price Explore the key considerations for choosing the right business exit strategy, focusing on personal and financial goals beyond just purchase price. Aug 19, 2026 4 min read [How the Permanent Estate Tax Exemption Changes Planning for Real Estate Investors and Business Owners](https://blog.wealthstonegroup.com/insights/how-the-permanent-estate-tax-exemption-changes-planning-for-real-estate-investors-and-business-owners) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog.png) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### How the Permanent Estate Tax Exemption Changes Planning for Real Estate Investors and Business Owners Discover how the permanent estate tax exemption changes planning for real estate investors and business owners, offering new opportunities for wealth transfer strategies. Jul 29, 2026 5 min read [How the One Big Beautiful Bill Act Changes Real Estate and Business Tax Planning in 2026](https://blog.wealthstonegroup.com/insights/how-the-one-big-beautiful-bill-act-changes-real-estate-and-business-tax-planning-in-2026) ![](https://blog.wealthstonegroup.com/hubfs/WS-Commentary.jpg) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### How the One Big Beautiful Bill Act Changes Real Estate and Business Tax Planning in 2026 The One Big Beautiful Bill Act establishes a permanent $15 million estate and gift tax exemption, affecting real estate and business tax planning from 2026 onward. Jul 24, 2026 5 min read [Installment Sales as an Exit Alternative: When They Work, How They Are Structured, and What Investors Accept in Trade](https://blog.wealthstonegroup.com/insights/installment-sales-as-an-exit-alternative-when-they-work-how-they-are-structured-and-what-investors-accept-in-trade) ![](https://blog.wealthstonegroup.com/hubfs/social-suggested-images/44709168.fs1.hubspotusercontent-na1.nethubfs44709168stock-photo-city-view.jpeg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### Installment Sales as an Exit Alternative: When They Work, How They Are Structured, and What Investors Accept in Trade Explore the benefits and considerations of installment sales versus 1031 exchanges for real estate investors seeking liquidity and tax planning alternatives. Jun 29, 2026 4 min read [Real Estate Professional Status and the Passive Loss Rules: What the Designation Requires and What It Unlocks](https://blog.wealthstonegroup.com/insights/real-estate-professional-status-and-the-passive-loss-rules-what-the-designation-requires-and-what-it-unlocks) ![](https://blog.wealthstonegroup.com/hubfs/WS-InsightsFI4.jpg) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### Real Estate Professional Status and the Passive Loss Rules: What the Designation Requires and What It Unlocks Discover how Real Estate Professional Status can transform rental losses into tax benefits, and learn the requirements and strategies for effective qualification. Jun 19, 2026 5 min read Load More Insights   ![Wealthstone-Logo-GoldWhite-2-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=50&height=50&name=Wealthstone-Logo-GoldWhite-2-1.png) Wealthstone Group is a wealth management firm focused on providing investment and financial guidance for successful business owners, real estate investors and affluent individuals. 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