Tax Strategies
Planning-focused strategies to help investors think about tax efficiency across income, gains, and long-term wealth transitions.
Tax efficiency starts with a plan
Tax strategy is highly personal and depends on your income profile, assets, timelines, and risk tolerance. We work alongside your CPA/attorney to evaluate planning concepts and determine what may fit your goals.
Strategy Areas
Energy-related tax considerations
Some energy-related investments may generate tax attributes depending on structure and eligibility. One commonly discussed concept is intangible drilling costs (IDCs), which can be deductible under specific IRS rules.
Considerations: Complexity, eligibility requirements, AMT/limitations may apply. Consult with your CPA for specific guidance.
What it means
Certain energy investments may provide tax deductions in the year of investment.
When it's used
Typically considered by high-income investors seeking to manage taxable income.
Considerations
Complexity, eligibility, AMT/limitations may apply. Consult CPA.
Roth conversion planning + 'J-curve' timing concept
A Roth conversion involves moving assets from a traditional IRA to a Roth IRA and paying applicable taxes on the converted amount. Timing and sizing can be planned across years to manage brackets.
In some long-horizon assets, value can be lower early in the lifecycle before growth materializes (often described as a 'J-curve'). Some planning discussions consider whether conversion timing during lower valuations may improve long-term tax efficiency—subject to proper valuation and professional guidance.
Important: Roth conversion strategies require careful analysis of current vs. future tax rates, asset valuations, and individual circumstances. Work closely with your tax advisor.
What it means
Pay taxes now at current rates to potentially grow assets tax-free in the future.
When it's used
Strategic during lower-income years or when asset values are temporarily depressed.
Considerations
Requires proper valuation, tax bracket analysis, and professional guidance.
How We Help
Discovery: goals + timeline + liquidity
We begin by understanding your financial objectives, time horizons, and liquidity requirements.
Coordinate with CPA/attorney
We work alongside your existing tax and legal advisors to ensure comprehensive planning.
Scenario modeling (high-level)
We help you evaluate different tax planning scenarios to understand potential outcomes.
Implementation roadmap (client + tax pros)
We create a clear action plan coordinated between you and your professional advisors.
Ongoing review
We conduct periodic reviews to ensure your tax strategies remain aligned with your evolving goals.
Important Compliance Notice
- •No tax or legal advice provided.
- •We do not provide product-specific recommendations on this page.
- •All strategies depend on suitability and professional review.
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Information is for educational purposes only and not tax, legal, or investment advice. Consult your CPA/attorney/advisor regarding your situation.
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