Income Tax Minimization

We help investors keep more of their hard earned money working for them by reducing your taxable income with innovative products and services.

We are nationwide educators on the subject of tax minimization and have taught at over 90 locations across the country.

We have over 40 different tax minimization options we can combine into literally 100s of Tax Minimization Strategies customized to meet your specific needs. Most importantly, we are educators, not salesmen. We can educate you on all the options and let you decide which one (if any) are right for you.

So if you’re tired of asking your CPA for tax saving options only to hear them say, "Paying more in taxes is a good thing", then it is time to add a tax strategist to your team.

Here are three Income Tax Minimization Options to choose from:

1. Fee Simple Donation

This option is a non-cash charitable contribution. We donate real estate with the highest and best use greater than the purchase price.  The\ governing law is under IRC 170 (a). This option provides a 5.0 to 1 deduction (or more) for up to 30% of AGI. This investment returns more in tax savings for the tax year than the cost of the investment. 20% of the investment goes into an investment account, the rest goes into the property purchase and related costs.  The funds in the investment account are returned to the investor + any income gained once the audit window is closed. Any audit must audit the partnership, not the individual. This investment includes an audit defense fund and audit insurance. This is not a listed transaction so no 8886 is required. A brief video overview can be viewed here.

2. Historical Preservation Easement

This option is a subsection of IRC 170(h). This is a conservation easement but it is not a listed transaction. In the Omnibus Tax bill of 2022, the IRS reduced the deduction amount for all conservation easements to 2.5 to 1. In addition, the bill made historical easements not listed transactions like the rest of conservation easements. This investment provides a 2.5 to 1 tax deduction for up to 50% of AGI. It also purchases historical property, holds it for 5 years and sells in year 6. The investor typically saves more in the current tax year than they pay into the investment. The investment earns a preferred return of 7% per year for 5 years, and the original investment is returned in year 6 + appreciation. This is not a listed transaction so no 8886 is required. A brief video overview can be viewed here.

3. Combine the two option above

Leverage the Fee Simple Donation to reduce AGI by up to 30% and the Historical Easement for the gap between 30% and 50%.  This option provides the maximum savings plus income and return of capital on the conservation portion.  This video provides more details.

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