Services

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:

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Schedule a with us today and unlock the full potential of your investments.