This strategy involves investing in a private partnership that owns property with mineral reserves. The partnership can choose to either mine the reserves or donate the property. If the property is donated, you could benefit from a deduction of up to 30% against your total income.

This strategy involves investing in a private partnership that acquires historic buildings and conserves them from future development. These programs can offer up to a 50% deduction against your total income while also seeking to generate cash flow from your investment.

This strategy involves acquiring a partnership interest in non-operating active wells that are to be drilled, you may be eligible for a deduction of up to 85% against your total income in the year end the well is put into service. This is a robust option for attempting to reduce your tax liability while also striving to generate cash flow the the oil or gas produced.

Investing in solar projects, whether residential or commercial, allows you to potentially offset up to 100% of your tax liability with material participation. Additionally, these programs may generate cash flow and provide the potential for depreciation benefits for future tax years.

A Qualified Opportunity Zone (QOZ) is a federally designated area where investments can spur economic growth while offering significant tax advantages. Investors can potentially defer, reduce, or even eliminate capital gains taxes by reinvesting in these zones, making it a powerful tool for attempting to preserve and grow wealth.

A 1031 exchange allows real estate investors to defer capital gains taxes by reinvesting proceeds from the sale of a property into a like-kind property. This strategy has the potential to help preserve investment capital and promote the growth of wealth through tax deferral. Looking for the tax deferral benefits of a 1031 exchange but not the active management of a real estate portfolio? Ask us about a Delaware Statutory Trust (DST).