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 provide proactive tax planning strategies for life and liquidity events, analyses to optimize the value of charitable donations and equity compensation plans, tax deferral and minimization strategies, and support in resolving tax-related issues.
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).
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.
Stock options and their tax implications
Understanding the tax differences between incentive stock options and non-qualified stock options is crucial for your financial planning.
Planning for income tax season
Discover and capitalize on opportunities to reduce your tax liability, and strategize for a smooth and stress-free tax day.
Other Alternative Tax Mitigation Strategies
We have access to strategies and investment solutions to solve your largest tax issues:
168K Bonus Depreciation
Solar Tax Credits
Section 1202 QSBS & 1045 Rollovers
Movie & Film Tax Credits
170H Historic or Conservation Rights (IRC 170 Bargain Sale)
263C Oil & Gas Intangible Drilling Credits
Charitable Trust Planning
453 Installment Sales
Explore More of Our Services
Investment Management
A comprehensive, mindful strategy looks at how you've created your wealth and what you wish your wealth to accomplish. We start by understanding you, asking pertinent questions, reviewing your assets, and picking a range of investments to form a lasting portfolio.
Wealth Preservation
It’s taken a lot to get where you are – but you’re not done yet. The wealth you’ve achieved today may not get you where you want to be tomorrow. Your wealth needs to be guarded, too.
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.