Each overview covers the mechanics, the numbers, the risks the marketing skips, and where the strategy fits. If a structure is not on this page, we probably reviewed it and passed.
You built the position. The question is how much of it survives the sale. We plan exits so that tax is deferred, reduced, or eliminated where the Internal Revenue Code allows it, and we quantify the trade-offs of each route before you commit.
Sell appreciated assets inside a tax-exempt trust, defer the gain across a payout stream, and take a deduction up front.
Read the overview →Roll a realized gain into a qualified opportunity fund to defer the tax and eliminate tax on the fund's own appreciation after a 10-year hold.
Read the overview →Diversify a concentrated stock position without a sale by pooling shares with other investors in a partnership.
Read the overview →Sold qualifying stock before the holding period was met? Roll the proceeds into new QSBS within 60 days and keep the clock running.
Read the overview →Own the index as individual positions and harvest losses continuously to offset gains elsewhere in your financial life.
Read the overview →Ordinary income is the hardest tax to plan around: a 37% top federal rate, limited deferral options, and few exclusions. The strategies that work are investment-driven, and they carry real economic risk that has to be evaluated honestly, not waved away.
Purchase clean-energy tax credits at a discount to face value and apply them against your federal liability.
Read the overview →Intangible drilling cost deductions can offset active income in year one. The tax feature is real; so is the geology.
Read the overview →A separate taxpayer for income tax purposes. The building block behind QSBS stacking, state tax planning, and multi-generational compounding.
Read the overview →Section 1202 is the largest single exclusion in the Code for founders, early employees, and early investors. Planned early, it can eliminate federal tax on tens of millions of dollars of gain. Planned late, most of it is left on the table.
Multiply the Section 1202 exclusion by gifting shares to non-grantor trusts, each with its own per-issuer cap.
Read the overview →Sold qualifying stock before the holding period was met? Roll the proceeds into new QSBS within 60 days and keep the clock running.
Read the overview →A separate taxpayer for income tax purposes. The building block behind QSBS stacking, state tax planning, and multi-generational compounding.
Read the overview →The 2026 federal exemption is $15M per person, $30M per married couple. Above that, the transfer tax is 40%. The planning question is not whether to use the exemption but which assets to move, when, and through which structure.
Transfer the upside of an appreciating asset at near-zero gift tax cost. The classic pre-liquidity estate freeze.
Read the overview →A separate taxpayer for income tax purposes. The building block behind QSBS stacking, state tax planning, and multi-generational compounding.
Read the overview →The GRAT's philanthropic sibling: charity receives the annuity for a term, and the remainder passes to heirs at a deep gift-tax discount.
Read the overview →Sell appreciated assets inside a tax-exempt trust, defer the gain across a payout stream, and take a deduction up front.
Read the overview →A first meeting covers your situation, the strategies that plausibly apply, and what we would need to review before recommending anything.
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