At Taxwealth, we offer unique and innovative tax savings strategies exclusively available to our partners, including CPAs, EAs, lawyers, brokers, financial planners, and other tax planning professionals.
Our key offerings, such as the 50/50 Debt Reduction for Business Owners, Historic Easement Charitable Deductions, Fee Simple Contribution to a Land Trust, Charitable Remainder Trusts, 1031 Exchange PLUS, Second Opinion Tax Diagnosis™, 100 to 1 Strategy, and the Equipment Rental Program, are designed to provide your clients with unmatched financial benefits.
These solutions enable you to optimize tax deductions, defer capital gains, eliminate estate taxes, and generate substantial cash flow for your clients, helping you build and distinguish your practice with unparalleled value-added services.
To start leveraging these exclusive tax-saving opportunities for your clients, press the “Referral Registration” button.
50/50 Debt Reduction for Business Owners
Overview Using Tax Deductions to Pay off Business & Personal Debt in Half the Time with Half the Money &…
Historic Easement Charitable Deductions
Overview This strategy uses Historical Preservation Easement – IRC 170 (h), to Create Tax Savings Through Charitable Deductions While Building…
Fee Simple Contribution to a Land Trust
Overview Tax Deduction Using Sec. 170 of the Internal Revenue Code: Fee Simple Non-Cash Contribution to a Land Trust Solution …
Charitable Remainder Trust
Overview Using a Charitable Remainder Trust to Eliminate Capital Gains Tax on the sale of Appreciated Assets that also Generates…
1031 Exchange PLUS
Overview Defer Capital Gains Using Section 1031 of the Internal Revenue Code PLUS Using Sale Proceeds to Purchase a Historic…
Second Opinion Tax Diagnosis
Overview Identify income tax savings for business owners & entrepreneurs. Solution Detail Introductory Meeting – 1 hour via Zoom TaxWealth…
100 to 1 Strategy
Overview This strategy uses an LLC with charitable intent in coordination with a donor-advised fund to create powerful income, capital…
Equipment Rental Program
Overview Using Section 179 Depreciation Benefits to Significantly Reduce Income Taxes and Subsequently Generate Monthly Cash Flow from Rented Commercial-Grade…