Imagine being able to sell $10M worth of stock without paying any federal capital gains taxes! It may seem too good to be true, but it is possible through successful investments in Qualified Small Business Stock.

In search of a strategy that combines tax benefits + charitable giving, all while still allowing you some control over your investments? A Donor-Advised Fund may be an option to consider.

Cost segregation studies can produce tax savings in a few ways.

Selling a highly appreciated asset and hoping to mitigate your tax bill? A Charitable Remainder Trust may be an option for you.