Strategies to Minimize What You Owe for High-Earners, Business Owners & Wealth Builders
From equity compensation to retirement withdrawals, real estate sales, small business income, and generational wealth transferâthis free guide gives you the exact rules, numbers, and legal strategies to keep more of your money in 2025 and beyond.
From equity compensation to retirement withdrawals, real estate sales, small business income, and generational wealth transferâthis free guide gives you the exact rules, numbers, and legal strategies to keep more of your money in 2025 and beyond.
Key Tax Buckets
Turn Your Gains into After-Tax Wealth
Stock options, RSUs, and concentrated positions can create life-changing wealth, but poor tax planning hands a huge chunk to the IRS. Learn the exact moves that can potentially save or eliminate taxes on millions.
Stop Overlooked Deductions and Structures That Save Owners a Fortune
Some business owners can leave tens or hundreds of thousands on the table every year. Discover how to maximize deductions, choose or reevaluate the right entity, use retirement plans, timing strategies, family income shifting, and more.
Build and Withdraw Tax-Efficiently
The difference between smart and average planning can be hundreds of thousands or even millions over a 30-year retirement. Consider Roth conversions in low-income years, optimal withdrawal sequencing, and the enhanced catch-up contribution rules for those nearing retirement.
Keep More of Your Real Estate Wealth
Real estate is already a tax-advantaged asset classâyet most investors still overpay dramatically. Use 1031 exchanges, cost-segregation + bonus depreciation, the primary residence gain exclusion, step-up in basis at death and homestead exemptions to slash or defer taxes indefinitely.
Protect Your Legacy Before the Rules Change Again
Lifetime estate/gift exemptions are currently at historically high levels and are scheduled to increase further soonâuse them now while they last. Learn how to lock in todayâs generous exemptions with annual exclusion gifting, advanced trusts, step-up in basis planning, and more before potential future reductions.
Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Â Information was obtained from sources believed to be reliable but was not verified for accuracy. Â It is important to note that federal tax laws under the Internal Revenue Code (IRC) of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations.
