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WCG CPAs & Advisors provides a ton of resources including blog posts, and our LLC S Corp and Rental Property books for your education and tax reduction strategies.
Documentation beats design. Even the most elegant and aggressive tax strategies collapse if you can’t prove what you did and why. Good records make you look credible; bad ones make you look creative—and the IRS prefers the former.
Economic substance isn’t optional. Every tax strategy needs a real business purpose beyond tax savings. If the only reason it exists is to save taxes, it’s not planning—it’s packaging and promotion.
Material participation is earned, not implied. You can’t buy your way into “active” status. To convert losses from passive to active, you have to show real involvement—hours, decisions, and skin in the game.
Deferral doesn’t mean deletion. Many advanced tax strategies don’t eliminate tax—they postpone it. Deferred gain is still gain; you’re just renting time from the IRS, and the rent sometimes comes due with redemption penalties and hurdles, complications and fine print, and real money losses.
If it takes a pitch deck to explain, it’s probably marketing. Solid tax planning usually fits on one page. When you’re staring at 40 slides, arrows, and entities with Latin names, that’s not sophistication—it’s camouflage. The illusion of precision as we say.
A good CPA is a brake pedal, not an accelerator. At WCG, our job isn’t to sell you speed; it’s to keep you from wrapping your financial car around a compliance tree. The best tax outcome is the one that still looks good five years later. Like a tattoo.
Think of this as the black diamond run of tax strategy — steeper slopes, sharper turns, and plenty of risk if you lose your edge. After you’ve maximized the “green” and “blue” runs from our sister page titled “Tax Reduction Strategies” (retirement plans, Augusta rule, donor advised funds, short-term rental loophole + cost segregation, depreciation timing), you may be tempted to explore more aggressive tax strategies that promise to turn taxes into opportunity. In other words — how to reduce taxable income for high earners.
These strategies often work on paper — and occasionally in practice — but they live under the shadow of material participation, economic substance, and profit motive. In other words, can you prove this is a real business venture and not just a tax reduction hobby? The IRS’s favorite question is also the most brutal: Would you have done this if not for the tax benefit? Ouch! How do you answer that without a blink or two?
At WCG CPAs & Advisors, we don’t shy away from complex strategies, but we don’t sugarcoat them either. Many of these aggressive tax strategies hinge on fine legal distinctions: how much you participate, who takes the risk, and whether there’s a reasonable expectation of profit. The more you rely on “promoter math” and glossy decks, the less likely the numbers will survive audit sunlight.
As a high earner, reducing your taxes beyond the typical tax strategies is quite simple. It only takes-
And usually a combination of the three. The following are the complex tax strategies, or as like to say, “black diamond,” currently circulating in tax planning circles. They can work — for the right investor, with the right structure, with the right documentation, and with the right mental fortitude — but they can also create painful audit landings. Proceed with caution, skepticism, and a very good paper trail.
If it’s easy or without risk, everyone would do it and it is unlikely to be valuable, right? Also, and we will repeat this a zillion times, you must have a viable exit strategy — getting into a tax strategy marriage is easy, getting out can be rough, like stucco bathtub rough.
1. Buying a Yacht or Airplane and Leasing It Back
At first glance, leasing out an airplane or yacht seems like the perfect mix of fun and function. You buy the asset, lease it to a charter company, and take generous depreciation deductions. Imagine a $1.3 million power catamaran bonus depreciated or even Section 179 expensed should your state not recognize bonus depreciation. That’s quite the tax deduction.
If you can prove material participation — say, you personally manage the leases, scheduling, and maintenance — you can potentially treat losses as non-passive and deduct them against other income. As a quick refresher, the most used material participation tests are 500 hours, 100 hours and no one did more than you, or substantially all hours.
But here’s the rub: even if you log all the hours yourself, the IRS might still argue you’re not in a trade or business if your involvement isn’t “regular, continuous, and substantial” with a profit motive. Occasional chartering, a few flights a month, and some emails to the charter company don’t cut it. This is where most taxpayers get tripped up—what feels like a “business” to them looks like a hobby or passive activity to the IRS (and therefore your big tax deduction is limited by your tiny revenue).
Sidebar: With a yacht sitting on the south side of St. Thomas, it is super tempting to use it personally, right? This is totally cool up to a point. Need to be mindful of personal use as it pertains to your legitimate business purpose. By the way, sail over to St. John’s and visit Skinny Legs. One of the best burgers you’ll ever have.
Then come the Excess Business Loss (EBL) limits under IRC Section 461(l). Even if you qualify as active, your current-year loss from this “business” might still be capped—$305,000 (single) or $610,000 (married) for the 2025 tax year. Anything beyond that rolls forward as a net operating loss (NOL). So the vision of wiping out all your W-2 income with airplane depreciation? Not so fast.
Done right, airplane or yacht leasing can create legitimate tax deductions and cash flow. Done wrong, it’s a short hop, skip and a jump to an IRS challenge where you land in hobby-loss territory — without the tax benefit, but with the same jet-fuel bills.
Keep in mind that while used airplanes keep their value fairly well, yachts do not. Do not believe the salesperson chatter about residual value — do your homework. Lots of it.
Here are some references-
Williams v. Commissioner, T.C. Memo 2014-158 (aircraft rental losses; passive)
Oberle v. Commissioner, T.C. Memo 1998-156 (yacht charter; no profit motive/material participation)
2. Real Estate Syndicate with Material Participation or REPS
Real estate syndicates are the gateway drug of advanced tax strategies. The promoters promise cash flow, big depreciation, and “paper losses” that can offset other income. But that magical loss treatment—deducting depreciation and expenses against W-2 wages or business profits—only works if you’re a Real Estate Professional (REPS) or can prove material participation under IRC Section 469. Otherwise, the IRS classifies your losses as passive, meaning they can only offset passive income (like rental property profits or other real estate syndicates that eke out some income).
Here’s how the pitch usually goes: you invest $250,000 in a multifamily syndicate, the partnership uses cost segregation to accelerate depreciation, and you get a K-1 showing a $150,000 “loss.” Promoters call it a “tax reduction” strategy. The problem? If you don’t actively help manage tenants, approve capital improvements, or make operational decisions, you’re not “materially participating.” Reading the quarterly investor report doesn’t count. Investor time specifically does not count according to IRS Publication 925 Passive Activity and At-Risk Rules.
Even if you hold a REPS designation (750+ hours and more than half your time in real estate trades), your participation must still be direct and regular. Limited partners, as opposed to general partners, rarely meet that threshold because they don’t make management decisions. The IRS has been increasingly aggressive about disallowing losses where investors have no day-to-day control—especially when the same CPA signs hundreds of nearly identical REPS statements.
Sidebar: Many small to mid-size CPA firms can take you down hard. Once the IRS discovers a connection or a pattern within the same tax return preparer, they start an investigation and all tax returns are suddenly at risk. Be careful of the real estate CPA who “does this all the time.”
There’s also the Excess Business Loss (EBL) limit to contend with that we just explained a bit ago. Even if you somehow convert those losses to active status, you can’t use more than $305,000 (single) or $610,000 (married) for the 2025 tax year to offset non-business income; the remainder carries forward.
The bottom line: real estate syndicates can be legitimate investments, but they’re often sold as plug-and-play “tax shelters.” The real test isn’t the glossy pro forma—it’s whether you can defend your hours, your decisions, and your level of control. Without that, you’re a passive investor with a paper loss and a K-1 that didn’t move your tax needle.
Oh, and let’s not forget, you have to at some point get out of this investment. Redemption can be tricky and timing might not always work in your favor.
Here are some references-
Gragg v. United States, 9th Cir. 2016 (REPS doesn’t auto-unlock losses; still need material participation)
Soroban Capital Partners LP v. Commissioner (limited-partner “as such” limits)
3. Working Interest in Oil and Gas Wells
Oil and gas deals get marketed as “one of the last ways to offset W-2 income,” and there’s a kernel of truth — Intangible Drilling Costs (IDCs) can be deducted up front, and (here’s the twist) the tax code can treat them as non-passive without you logging 500 hours of material participation time. That’s the working-interest carve-out in IRC Section 469(c)(3) and Temporary Regulations Section 1.469-1T(e)(4): if you hold a working interest directly or through an entity that does not limit your liability, the activity is not passive — full stop. You don’t have to prove material participation to avoid the passive loss cage.
But carve-outs cut both ways as they typically do. To qualify, you accept unlimited liability for your share of the well’s costs, environmental exposure, and litigation risk. Read that again, especially the environmental and litigation risk parts. If you tuck the interest into an LLC or limited partnership to cap your liability (and good luck with that), you likely lose the carve-out and your tax deductions revert to passive status. The IRS and courts take this seriously; they’ve also held that working-interest income is subject to self-employment tax—a by-product of the activity being treated as active. See Methvin v. Commissioner (T.C. Memo 2015-81; aff’d 10th Cir.) if you can’t get enough.
So yes, you can get large IDC-related tax deductions that offset active income, but you’re trading tax benefits for real business risk — including the possibility of cash calls and lawsuits. Paper “participation” won’t rescue you if the structure quietly limits your liability, and conversely, genuine working-interest status means you’re on the hook if things go sideways. In short: the carve-out can be powerful, but it’s not a safety net — it’s a commitment.
As we said earlier, no risk it, no biscuit. Most complex tax strategies require money, effort and risk. Get used to it, or let it go.
4. Structured Equipment Leasing
This is another classic “you get the depreciation, we do the work” sales pitch in the Rolodex of aggressive tax strategies. “Grandpa, did you have a Rolodex?”
The structure usually bundles high-value equipment — say, medical devices or industrial machinery — into an LLC or limited partnership. You invest a whole bunch of cash or use 100% financing, the sponsor leases the assets to an operator, and you get your share of tax deductions based on bonus depreciation or Section 179 expensing.
The problem? If you don’t materially participate, those losses are passive. We’ve said this before, and this is a continuous theme, right? Darn material participation and rules!
You can’t just write a check, put on some overalls, grab a clipboard, and call yourself an equipment-leasing entrepreneur. To meet the standard, you’d need to be involved in choosing lessees, negotiating terms, monitoring contracts, and making major decisions. The IRS sees countless cases where investors never touch the equipment, never turn a wrench on the operation, and never talk to a lessee.
Specifically, in AWG Leasing Trust v. United States, 592 F. Supp. 2d 953 (N.D. Ohio 2008), aff’d 6th Cir. 2011, the court disallowed the deductions on a “sale in lease out” arrangement involving a public utility system. It confirmed that even sophisticated, multi-party lease structures fail if the taxpayer assumes no genuine risk and the only profit comes from tax arbitrage.
And like the yacht or airplane deal, profit motive matters. If the structure shows predictable losses for five years followed by a buyout, it looks like a tax play, not a business. EBL limits under IRC Section 461(l) can also kick in, further deferring large losses (shocker). Promoters cannot guarantee the buyout (remember the exit strategy comment above). If they do, your money is not technically at risk, and that is a required pillar for deducting your losses.
The fundamental problem here is economic substance: is there a real business purpose beyond the tax deduction? Does the taxpayer have risk (i.e., skin in the game). If not, the IRS can reclassify the whole thing as an abusive tax shelter. The outcome: deductions disallowed, penalties applied, and the equipment? It might be sitting in your front yard with a for sale sign. That sounds lovely. Do you know how to sell 20 forklifts?
Here are some references-
Frank Lyon Co. v. United States, 435 U.S. 561 (1978) (respected sale-leaseback, a win for the taxpayer over the IRS)
Rice’s Toyota World, Inc. v. Commissioner, 752 F.2d 89 (4th Cir. 1985) (sham leaseback, deductions denied)
AWG Leasing Trust v. United States, 592 F. Supp. 2d 953 (N.D. Ohio 2008), aff’d 6th Cir. 2011 (LILO/SILO disallowed… Lease In Lease Out, Sale In Lease Out).
5. Conservation Easements
Here’s how this one works in theory — and too often in practice. You buy land (say, for $250,000) as part of a partnership. An appraiser then claims the “before and after” development value is $900,000. The partnership donates the easement to a land trust, claiming a $900,000 charitable tax deduction. At a 37% marginal tax rate, that deduction could be worth $333,000 in tax savings — more than your initial investment, even after promoter fees.
That’s the hook. The IRS, however, has spent years dismantling these syndicated conservation easements. Their position is that inflated appraisals and pre-packaged donations lack economic substance. The charitable intent is often secondary to the tax deduction. Courts have repeatedly sided with the IRS where valuations were unsupported or conservation purposes were weak.
Legitimate conservation easements exist — usually when a landowner voluntarily gives up development rights for bona fide environmental or historical reasons. But syndicated versions, sold like limited partnerships, are now under heavy scrutiny.
Sidebar: WCG has a client in Georgia who has been hit with over $1.4 million in tax bills starting in the summer of 2024 from the investigations into abusive tax shelters stemming from conservation easements. The risk is not theoretical. Oh, and this client did all this before he came to WCG.
If your tax deduction exceeds your investment, you should pause. Easements are supposed to preserve land, not mint money. If your appraiser’s number sounds too good to be true, it probably is — and the IRS is waiting at the end of that trail with a clipboard. Stop rolling your eyes. We could have said handcuffs to really be dramatic.
Here are some references-
Ranch Springs LLC v. Commissioner, 164 T.C. No. 6 (2025)
The mechanics of these aggressive tax strategies are clever — and dangerous. Possibly foolish and dangerous like Mav. Say you have a self-directed IRA that buys a private investment for $750,000. A friendly appraiser values that investment at $300,000, citing illiquidity or control discounts (DLOC and DLOM are common valuation terms- discount for lack of control and discount for lack of marketability). You convert it to a Roth IRA and pay tax on the $300,000. A few years later, the asset “recovers” to its fair value and sells for $850,000, all tax-free.
The play is simple: pay less tax now, enjoy more tax-free later. The risk is just as clear. The IRS can challenge the valuation as artificially low, recharacterizing the conversion and imposing back taxes, penalties, and interest. Sounds like a good time.
Even if the private investment valuation holds, your bigger problem may be liquidity and exit risk. Private investments in closely held companies, notes, or funds can be hard to sell — or may never appreciate at all. And once the asset is in the Roth, you can’t easily unwind it if the deal sours.
Sidebar: We are pounding exit strategy and overall investment risk for a good reason — at the end of the day, any investment must make money. Period. End of story.
A legitimate Roth conversion can be an excellent long-term strategy. But using aggressive appraisal discounts to turbocharge the benefits crosses into tax shelter territory. If the only person saying it’s worth $300,000 is the person who sold it to you, step carefully.
Here are some references-
Summa Holdings, Inc. v. Commissioner, 848 F.3d 779 (6th Cir. 2017) (Roth/DISC—illustrates scrutiny around form vs. substance)
Tax planning has these levels- projections, advisory and strategy. Learn more about the differences.
Luxury Cars As Marketing Deduction
Your luxury car might be a marketing deduction for your business. Learn the ins and outs. Mostly outs.
Reducing Taxes (the sister webpage)
This is the original tax reduction strategy article with basic and straightforward things you can do.
7. Captive Insurance Companies
Here’s the basic play: your business pays tax deductible insurance premiums to a captive insurance company you own. So, you own two businesses- OpCo and the Captive. The business deducts the premiums at, say, a 37% ordinary tax rate, while the captive only pays tax on investment income — or, if structured under IRC Section 831(b), pays no tax on premiums up to $2.8 million. Later, the captive distributes profits to you personally at the 23.8% long-term capital-gains rate. The “delta” between those rates is the juice — roughly a 13% swing.
Sidebar: Once the risk no longer exists, such as closing or selling your business, then the premiums held by the captive can be distributed back to you as a long-term capital gain.
In other words — get a tax deduction at ordinary tax rates, invest the “tax deduction” (i.e., premiums) wisely as you would with any cash, and return profits and eventually the premiums as a capital gain.
Sounds smart, right? Until the IRS shows up. Small captives exploded in popularity in the 2010s, and the tax court has since gutted dozens for lack of risk distribution and economic substance. The IRS often finds that these captives insure fake or trivial risks, overprice premiums, and rarely pay claims — functioning more like tax-deferred piggy banks than real insurance companies. To be fair, overpriced premiums and rarely paying claims is normal ops for an insurance provider, right? It’s the fake and trivial risks that are problematic. “I need to insure against a meteor that could hit my home office and ruin my business for several years.”
A properly structured captive can be legitimate for larger businesses with real, insurable risks that commercial insurance doesn’t cover. But most small-business captives sold as “tax avoidance tools” are now radioactive. Promoters promise “asset protection and tax reduction.” The IRS hears “abusive tax shelter.”
The delta is only a win if both ends are legal — and these days, most aren’t passing that test.
Here are some references-
Avrahami v. Commissioner, 149 T.C. No. 7 (2017) (first major micro-captive loss)
Caylor Land & Development, Inc. v. Commissioner, T.C. Memo 2021-30
Keating v. Commissioner, T.C. Memo 2024-2
8. The Great Escape: Selling Without Paying (At Least for Now)
Tax deferral is an art form, and some promoters take it to Fred Astaire levels. John Travolta? How about MJ? Deferred sales trusts, monetized installment sales, and charitable remainder trusts all sell a similar fantasy: “Sell your business or property, skip the taxes, and keep the cash.” Each strategy dances around legitimate tax provisions — but one wrong step, and you’re waltzing into a listed transaction.
Deferred Sales Trusts (DSTs)
DSTs are marketed as a smarter alternative to IRC Section 1031 like-kind exchanges: sell your property, route the proceeds into a “trust,” and defer the gain while the trust reinvests on your behalf. The problem is that most DSTs aren’t true installment sales — the trust is often just you, wearing a disguise. The IRS has repeatedly questioned these setups for failing the economic substance and related-party tests. In practice, if you still control the money or bear no true risk, you haven’t deferred anything — you’ve just postponed bad news. A legitimate installment sale is fine; a re-gifted check in trust wrapping paper is not.
Monetized Installment Sales (MIS)
The next generation of DSTs, monetized installment sales promise “cash now, tax later.” You sell the asset on paper, the buyer “pays” over decades, and you borrow against the note — conveniently receiving the proceeds upfront. The IRS has called this play by name: Chief Counsel Memo 202118016 reads in part-
Note that because there are multiple promoters/sub-promoters, there could be variations in the way transactions are structured. Some of the points below might not apply to every transaction. However, there do seem to be common features that make the transactions problematic. And we generally agree that the theory on which promoters base the arrangements is flawed.
The fatal flaw is obvious — the loan proceeds are effectively the sales proceeds, making the gain taxable immediately. If you’re holding a glossy slide deck with arrows and flowcharts, that’s not innovation; it’s using 7 words when 3 should do. Remember that good ideas don’t take a lot of explanation.
Charitable Remainder Trusts (CRTs)
A CRT can be a legitimate planning tool — when used conservatively. But promoters love to over-engineer it into a “zero-tax exit plan.” The pitch: donate an appreciated asset, sell it inside the trust tax-free, and still collect income for life. The IRS and courts look for valuation games, inflated payout rates, and remainder interests so small they barely exist. Abuse a CRT and you risk losing both the tax deduction and the tax deferral. Used properly, it can blend philanthropy and planning; used aggressively, it’s just a charitable excuse for tax avoidance. Ouch.
Not All Gloom and Doom
Here’s the good news: none of these aggressive tax strategies are inherently wrong or fundamentally flawed. Every one of them exists somewhere in the Internal Revenue Code for a reason. Airplane leasing, oil wells, easements, and captives all have legitimate business purposes — and for the right taxpayer, with the right set of facts and documentation, they can absolutely work. The challenge isn’t legality; it’s execution and expectation.
Most “aggressive” or “complex” strategies fall apart not because they’re invalid, but because they’re oversold and under-managed. Promoters focus on tax outcomes, not operational reality. They gloss over the hours, records, and decisions needed to prove material participation or the ongoing compliance costs of maintaining the structure. Let’s not forget about exit strategies, and how you get your money out. \
The fix is simple, if not easy: go in with eyes wide open. Ask how it works, not just what it saves. Request the governing documents, not the PowerPoint. Have WCG CPAs & Advisors model the numbers, not just confirm the marketing. If someone bristles at your questions, that’s your answer.
You can make almost any tax strategy defensible if it’s based on your facts, not what the promoter wishes they were. So, no — it’s not all gloom and doom. It’s just that the tax code rewards those who read the fine print and snags those who skip the footnotes. Eyes open, records tight, and questions first — that’s how you turn an “aggressive” idea into a compliant and financially rewarding one.
WCG’s Role: Agnostic, Analytical, and Unconvinced by Hype
At WCG CPAs & Advisors, we don’t sell aggressive tax strategies — we stress-test them. When a client brings us a “can’t-miss” strategy, our job isn’t to say yes or no. It’s to clarify, quantify, and contextualize the risks, benefits, and long-term outcomes. We stay deliberately agnostic: no commissions, no product tie-ins, and no secret handshake with promoters.
Our process is built around critique, not promotion. We help clients see beyond the pretty pictures and into the mechanics — how income and deductions flow, how losses are limited, and what the IRS will likely ask if audited. Mock returns are part of the process; they show what the numbers look like today, at the time of sale, and even years later when depreciation recapture or tax-law changes kick in.
The goal isn’t to chase a one-year tax win — it’s to understand the whole-life impact of a strategy. Ultimately, WCG operates as a filter, not a funnel. There’s a lot of noise in the “tax reduction” marketplace, and we help clients separate defensible planning from aggressive marketing. If it’s a good idea, it doesn’t take a 40-page slide deck and a fast-talking promoter to explain it. We remain professionally detached but vigilant — and if something smells off, we’ll tell you.
Frankly, a lot of the tax strategies that we just discussed are garbage. We are likely not a good fit for each other if you want to take a bad tax strategy with an even worse set of facts, and ask us to be a part of it by claiming material participation when none exists. Just because you might fall for tricks doesn’t mean we have to endorse it. Don’t get us wrong — we’ll fight the good fight alongside you all day.
We enjoy our careers, and WCG has an obligation to our current clients who expect us to be around tomorrow for their tax and consultation needs.
Related Content
Luxury Cars, Car Shows, and the Myth of the “Marketing Deduction”
What makes something an “aggressive tax strategy”?
Aggressive tax strategies push the edges of tax law by relying on fine distinctions, gray areas, or optimistic interpretations. They’re not automatically illegal — but they demand airtight documentation and nerves of steel.
How is aggressive tax strategy different from smart tax planning?
Smart tax planning aligns with clear IRS guidance; aggressive tax strategies lean on interpretation, timing, or risk. One saves taxes safely; the other saves taxes bravely.
Can aggressive tax strategies really be legal?
Yes — if they have economic substance, profit motive, and material participation. The problem is most “legal” tax strategies turn into abusive tax shelters when executed sloppily or sold by promoters who skip the fine print.
What’s the biggest risk with these tax strategies?
Audit exposure and reclassification. The IRS can question intent if your tax planning looks like wishful thinking instead of real business activity, disallow tax deductions and add accuracy related penalties beyond tax penalties.
Do aggressive tax strategies actually work for high earners?
They can, but not easily. Real tax planning for high income clients requires money, effort (participation in the activity), and risk (financial, not just audit) — usually all three. If it sounds effortless, it’s probably marketing.
How can I tell if a tax strategy is too good to be true?
If it promises huge deductions with no effort or risk, it’s not a strategy — it’s sales copy. Legitimate tax planning has friction; that’s what makes it real. Or just think “timeshare.”
What does WCG do when a client brings one of these ideas?
We don’t sell aggressive tax strategies — we stress-test them. Our role is to model outcomes, flag risks, and make sure your tax planning holds up in sunlight, not just in a spreadsheet.
Why does material participation matter so much in tax strategy?
Because participation turns paper losses into usable ones. Without proof of active involvement, even the most beautiful tax strategy collapses under the “passive loss” rules.
Are all complex tax strategies bad?
Not at all. Some advanced tax planning ideas — like conservation easements or captives — work beautifully when structured correctly. The trick is execution, not imagination. However, when complex tax strategies are bad, they are really bad.
What’s WCG’s overall view on aggressive tax strategies?
Cautious curiosity. We’ll explore every tax strategy that makes sense for your facts, but we won’t sell you fiction. If it’s a good idea, it doesn’t need a 40-slide deck or a fast talker to explain it.
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The tax advisors, business consultants and rental property experts at WCG CPAs & Advisors are not salespeople; we are not putting lipstick on a pig expecting you to love it. Our job remains being professionally detached, giving you information and letting you decide within our ethical guidelines and your risk profiles.
We see far too many crazy schemes and half-baked ideas from attorneys and wealth managers. In some cases, they are good ideas. In most cases, all the entities, layering and mixed ownership is only the illusion of precision. As Chris Rock says, just because you can drive your car with your feet doesn’t make it a good idea. In other words, let’s not automatically convert “you can” into “you must.”
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WCG CPAs & Advisors can help launch your venture, and provide tax prep, tax planning and reduction strategies, accounting services and routine business consultation.
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WCG CPAs & Advisors provides a ton of resources including blog posts, and our LLC S Corp and Rental Property books for your education and tax reduction strategies.
Tax deferral is an art form, and some promoters take it to Fred Astaire levels. John Travolta? How about MJ? Deferred sales trusts, monetized installment sales, and charitable remainder trusts all sell a similar fantasy: “Sell your business or property, skip the taxes, and keep the cash.” Each strategy dances around legitimate tax provisions — but one wrong step, and you’re waltzing into a listed transaction.
