Start with your facts
Consider the business, household, timing, and decision in front of you. The same strategy does not fit every owner.
You want to pay only the tax the law requires
Explore strategies, worked examples, and the assumptions that may matter to your business.
How it works
Compare the math
Review the assumptions and compare possible tax effects with fees, cash flow, and trade-offs.
Check rules and records
Confirm eligibility and documentation before acting. A deduction reduces taxable income; a credit reduces calculated tax.
Which sounds like you?
Topics owners bring to the table
The right answer depends on the law, your records, and what you need the business to do next.
Entity structure
Compare sole-owner and partnership treatment with an S corporation, which generally passes tax items to owners, or a C corporation, which generally pays its own income tax. Consider owner pay, business needs and the likely exit before choosing a tax election.
Explore the strategy libraryReal estate
Review cost segregation, which separates building costs into tax recovery categories, and like-kind exchanges, which may defer qualifying real estate gains. Participation tests, rental use and opportunity-zone requirements depend on timing and documentation.
Explore the strategy libraryRetirement and wealth
Compare qualified plans, cash-balance designs and Roth conversion timing. Employer contributions, staff eligibility and cash flow matter alongside the owner's deduction.
Explore the strategy libraryCredits and incentives
Test research activity, energy investments and state or local incentives against the rules and supporting records before treating a credit as available.
Explore the strategy libraryCharitable giving
Consider donor-advised funds, charitable remainder trusts, direct charitable distributions and other giving structures alongside the family's timing and goals.
Explore the strategy libraryOil and gas
Review intangible drilling costs, cost or percentage depletion and working-interest rules with the investment documents and operating facts in hand.
Explore the strategy libraryAdvanced planning
For the right facts, evaluate installment sales, estate-freeze structures, family partnerships and the Augusta rule. Higher complexity calls for careful review, not a promised result.
Explore the strategy library