Strategic Tax Planning
Tax Planning
Tax planning is more than just a seasonal chore; it is the proactive process of analyzing your financial DNA to ensure every dollar works with maximum efficiency. At Avant Tax, we move beyond basic compliance to help you convert potential tax liabilities into sustainable savings.
Our expert team utilizes a sophisticated “Shield and Grow” strategy. We identify high-impact tax credits and strategic investment paths that allow you to reduce your IRS exposure without lowering your income or increasing your expenses.
Avant Select
We provide a holistic approach to your financial picture, optimizing your portfolio across taxable, tax-deferred, and tax-free accounts.
Personalized Solutions:
We develop an intimate knowledge of your family's needs to provide tailored strategies.
The Advisor Team:
Our collective of CPAs, EAs, Financial Planners, and Attorneys handle everything from investments to estate planning and insurance.
Avant Select Plus
Accredited Investor Strategies
For high-net-worth individuals, we offer specialized planning involving high-barrier, high-reward sectors.
1. Energy & Infrastructure (Oil & Gas)
Domestic energy is a national priority, offering unique “Active vs. Passive” income advantages.
Direct Offsets:
Net losses from working interests can offset wages, interest, and capital gains.
Depletion Allowance:
Small companies and direct investors can exempt 15% of gross income from federal taxes.
AMT Exemptions:
Intangible drilling costs are specifically exempted from Alternative Minimum Tax calculations.
2. Qualified Opportunity Zones (QOF)
Defer and potentially eliminate capital gains taxes by reinvesting in distressed economic areas.
Step-Up in Basis:
Hold your investment for 5-7 years to reduce your tax liability by up to 15%.
Tax-Free Appreciation:
After 10 years, all appreciation within the QOF is 100% tax-free.
3. Global Jurisdiction Planning (USVI)
Leverage the U.S. Virgin Islands’ Economic Development Commission (EDC) program—a world-class tax package fully sanctioned by the IRS.
90% Reduction:
Significant cuts to both corporate and personal income taxes.
100% Exemption:
Zero excise, property, or gross receipt taxes.
U.S. Security:
Benefit from "Made in USA" labeling, U.S. currency, and court protection while enjoying a Caribbean tax climate.
4. Real Estate Strategies
High-Impact Wealth Preservation
We employ engineering-based strategies to unlock immediate cash flow and defer liabilities across your property portfolio.
Cost Segregation & 100% Bonus Depreciation:
Under the 2026 OBBBA guidelines, we reclassify building components to qualify for full immediate expensing. This allows you to write off massive portions of your acquisition in year one.
1031 Exchange Coordination:
Defer 100% of capital gains taxes indefinitely by reinvesting proceeds into "like-kind" properties. We manage the strict 45-day identification and 180-day closing windows.
Section 179D Energy Credits:
Claim up to $5.94 per square foot for energy-efficient commercial or multi-family building improvements (valid for projects beginning before June 30, 2026).
5. Qualified Opportunity Funds (QOF)
For those selling a business interest or highly appreciated property, QOFs offer a powerful path to defer and potentially eliminate capital gains.
Tax Deferral:
Reinvest your gains within 180 days to defer taxes until the December 31, 2026 mandatory recognition date.
Permanent Basis Step-Up:
Hold your investment for at least 5–7 years to reduce the taxability of your original gain by up to 15%.
Tax-Free Appreciation:
After a 10-year holding period, 100% of the appreciation within the QOF is tax-free upon sale.
6. Offshore Jurisdiction Planning (USVI)
Utilize the U.S. Virgin Islands’ Economic Development Commission (EDC) program—a world-class tax package fully sanctioned by the IRS.
90% Tax Reduction:
Dramatic cuts to both corporate and personal income taxes for qualifying entities.
100% Exemptions:
Zero excise, property, or gross receipts taxes within the territory.
U.S. Security & Currency:
Benefit from "Made in USA" labeling, U.S. currency, and the protection of U.S. courts while operating in a Caribbean climate.
7. Accredited Investor Qualification
To access these high-barrier strategies, clients must generally meet the “Accredited Investor” status as defined by the SEC:
Net Worth:
Exceeding $1 million (excluding the value of your primary residence).
Annual Income:
Exceeding $200,000 individually (or $300,000 with a spouse) for the last two years, with a reasonable expectation of the same this year.