Find ways you may be able to save on taxes
Answer a few plain-English questions and see which tax strategies are commonly considered in situations like yours, plus the questions to bring to your CPA.
About 5 minutes. No name or email needed. Educational information, not advice.
How it works
Tell us about your situation
Income, assets and goals, answered anonymously. Nothing identifies you.
See strategies to explore
Get a plain-English list of strategy types that may be relevant, with the trade-offs and IRS scrutiny level for each.
Take smart questions to a pro
Walk into your CPA or attorney conversation prepared, and decide what is right for you.
Strategies people explore
Charitable Remainder Trusts
A trust pays you income for years, then the remainder goes to charity. It can spread out the tax on a large gain.
- Typical userHighly appreciated assets, charitable intent
- IRS scrutinyYellow
- Sponsors1
Donor-Advised Funds
Give cash or appreciated securities to a sponsoring charity account, take the deduction now, and recommend grants over time.
- Typical userItemizers who give to charity
- IRS scrutinyGreen
- Sponsors4
Solar Investment Credits
A federal credit under section 48E for directly owning qualifying clean-electricity property such as solar.
- Typical userOwners of qualifying solar projects
- IRS scrutinyOrange
- Sponsors8
Qualified Small Business Stock (QSBS)
Section 1202 may let you exclude part or all of the gain when selling stock in a qualifying small business.
- Typical userFounders and early investors
- IRS scrutinyGreen/Yellow
- Sponsors1
Opportunity Zone Investments
Reinvest a gain in a qualified opportunity fund to defer tax on it, with possible benefits on later growth.
- Typical userInvestors with a recent capital gain
- IRS scrutinyYellow
- Sponsors3
Like-Kind Exchanges
Under section 1031, swap investment or business real estate for similar property and defer the tax on the gain.
- Typical userInvestors swapping real estate
- IRS scrutinyGreen
- Sponsors2
Browse the directories
Sponsors
Firms that offer tax strategies, with the strategies each one offers and where the information comes from.
Advisors
CPAs, enrolled agents, attorneys and financial professionals who publicly offer listed strategies, listed alphabetically.
Listings are alphabetical. Inclusion is not an endorsement, and paid listings are always labeled.
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