Planning to Sell Your Business or Real Estate?

Reduce capital gains taxes and support the causes you care about. A CRT allows you to donate appreciated assets to a trust in exchange for income during your lifetime — with potential benefits including a current tax deduction, income replacement, and estate tax reduction.

A tax-efficient alternative to traditional sale methods that can help mitigate concentrated stock positions. This approach aims to preserve asset growth potential while managing tax liability.

Bundle years of charitable giving into one tax year. A DAF can help offset gains from a business or real estate sale by creating an immediate charitable deduction — while allowing you to make distributions to nonprofits over time.

Reinvest capital gains into economically distressed areas and potentially defer — or even eliminate — future capital gains on the new investment. QOFs are ideal for investors looking for long-term tax-free growth opportunities.

For real estate investors, a 1031 exchange allows you to defer capital gains taxes by reinvesting proceeds into like-kind property. With careful timing and qualified intermediary support, this strategy can be a cornerstone of real estate portfolio growth.

Convert real estate into shares of a Real Estate Investment Trust (REIT) through a two-step process that starts with a 1031 exchange and ends with a contribution to an UPREIT. This can offer diversification, estate planning flexibility, and passive income — all while deferring capital gains.

DSTs allow fractional ownership of institutional-grade real estate as part of a 1031 exchange. You gain the benefits of real estate investing without the day-to-day management — and with continued tax deferral.

For certain investors, oil and gas programs can provide immediate tax deductions of up to 90% of the investment amount, particularly beneficial in high-income years.