Tax Mitigation
Minimize tax liabilities, maximize tax deferral, and protect your wealth with strategic tax planning to enhance your life and investment goals. Discover proactive solutions to reduce taxes, optimize cash flow, and enhance long-term financial growth.
Experience the Wealthstone Network
Creating, preserving, or distributing your wealth has serious tax implications. Wealthstone Group has a network of CPAs and tax attorneys that offer holistic tax planning. Together, our team and our network of tax professionals work together to develop a unified strategy for your overall financial picture.
Our Tax Mitigation Offerings
We’ll help you reduce taxes, defer capital gains, and preserve wealth with proactive tax strategies. Whether you're selling investment real estate or a business, we provide expert guidance on 1031 exchanges, 1042 rollovers, stock options, and retirement planning to maximize savings and enhance long-term financial growth.
Tax-advantaged real estate strategies
In collaboration with our team, we assist you with the implementation of tax-advantaged real estate strategies, spanning 1031 exchanges, Delaware Statutory Trusts (DSTs), Tenant-in-Common (TICs), 721 Exchanges, and investments into Qualified Opportunity Zones (QOZs) to help defer capital gains and optimize portfolio diversification.
1042 rollover for business owners
Selling your business to an Employee Stock Ownership Plan (ESOP) allows you to defer or eliminate capital gains taxes through a 1042 rollover. By reinvesting proceeds into qualified replacement property (QRP), you can preserve wealth, enhance liquidity, and create a tax-efficient exit strategy while supporting employee ownership. We guide you through the 1042 rollover process, coordinate with your M&A advisors, and manage your assets post-rollover to ensure long-term tax efficiency and financial growth.
Retirement contributions and tax strategies
Tax implications vary across retirement savings accounts. We align them with your financial plan to ensure the greatest tax benefit, optimizing 401(k)s, IRAs, Roth conversions, and other tax-deferred savings strategies.
Stock options and their tax implications
Managing stock options effectively can make a significant difference in your overall tax liability. Whether you have incentive stock options (ISOs), non-qualified stock options (NSOs), or restricted stock units (RSUs), understanding their tax treatment is essential. We help you develop a strategy to minimize taxes on stock grants, optimize exercise timing, and maximize after-tax returns, ensuring your equity compensation aligns with your broader financial goals.
Planning for income tax season
Discover and capitalize on opportunities to reduce your tax liability through proactive planning. Our approach helps ensure a smoother, more efficient tax season, avoiding surprises while maximizing available deductions and credits.
Other Alternative Tax Mitigation Strategies
We have access to strategies and investment solutions to solve your largest tax issues:
Bonus Depreciation
Cost Segregation
Intangible Drilling Costs
Deferred Sale Trusts
Conservation Easements
Charitable Remainder Trusts
QSBS 1202 Exemption
Exchange Funds
Explore More of Our Services
Retirement Income
Retirement is more than just reaching a savings goal—it’s about ensuring your money lasts and supports the life you’ve worked hard to build. For high-net-worth individuals approaching retirement, managing withdrawals, taxes, and investments effectively is crucial to preserving and growing wealth.
Business Exit Planning & ESOPs
We specialize in Business Exit Planning and ESOP / 1042 strategies designed to help business owners like you transition successfully while protecting your wealth and minimizing taxes.
Real Estate
We provide custom real estate investment solutions for high-net-worth clients with an emphasis on diversification and personalized strategies for tax mitigation, wealth enhancement and protection.