Advanced tax strategy · tax mitigation · exit planning
The taxes you don't see
cost the most.
Inflation, bracket creep, NIIT, recapture, estate tax and the capital gains waiting at your exit. Understand the silent taxes — and the strategic, IRS-recognized ways advisors plan around them.
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3 areas of focus
Silent taxes, Advanced strategies and Alternative assets & structures.
Silent taxes
Estate & gift tax planning and High-income tax planning.
2 kinds →
Advanced strategies
Entity structure & tax realignment, Capital gains & exit tax planning, Real estate tax strategy and Charitable planning.
4 kinds →
Alternative assets & structures
Delaware Statutory Trusts (DSTs), Qualified Opportunity Zones, Carbon & energy credits and Multi-family office coordination.
4 kinds →
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Where do you want to start?
The silent taxes
Inflation, bracket creep, NIIT, AMT, state taxes and recapture — the taxes that rarely show up until they do.
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Advanced tax strategies
How strategic tax planning differs from tax preparation, and the IRS-recognized tools advisors use.
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Entity structure & tax realignment
The quiet cost of the wrong entity — and what a realignment conversation covers.
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Preparing for an exit
Capital gains, QSBS, installment sales and structure — the tax side of selling a business.
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Real estate, 1031 exchanges & DSTs
Cost segregation, like-kind exchanges and Delaware Statutory Trusts — benefits and risks.
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Charitable & estate planning
Charitable remainder trusts, donor-advised funds and the estate tax.
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Alternative assets & tax
Opportunity zones, carbon and energy credits — what they are and what they are not.
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Multi-family office & coordinated planning
When tax, legal and investment advice need one quarterback.
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Who we help
Wherever you’re starting from.
Business owners preparing to exit
to understand the capital gains and structure decisions ahead of a sale
High-income professionals
a strategy for bracket creep, NIIT, AMT and state taxes
Real estate investors
to manage depreciation, recapture and gains across a portfolio
Families with significant estates
to plan for estate and gift tax and the next generation
Founders with startup equity
to know whether QSBS and other exit rules apply
Charitably minded investors
to give appreciated assets in a tax-aware way
Alternative-asset investors
a clear-eyed view of DSTs, opportunity zones and energy credits
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Tax strategists, clearly labeled.
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Questions
Frequently asked questions
What is a "silent tax"?
A silent tax is a cost that erodes wealth without an obvious bill — inflation, bracket creep, the 3.8% net investment income tax, AMT, state taxes, depreciation recapture, estate tax and capital gains on an exit. They tend to surface only when income rises, an asset is sold or an estate passes.
What is a Delaware Statutory Trust (DST)?
A Delaware Statutory Trust is a legal entity that holds real estate in which investors buy fractional interests; the IRS (Rev. Rul. 2004-86) allows a properly structured DST interest to qualify as like-kind replacement property in a 1031 exchange. DSTs are illiquid, passive, usually limited to accredited investors, and carry real estate and sponsor risk.
Are carbon credits tax deductible?
Generally, no — buying voluntary carbon credits is usually not a federal tax deduction for an individual. That is different from federal energy credits such as §45Q for qualifying carbon capture projects or transferable credits under the Inflation Reduction Act, which follow strict eligibility rules; ask a CPA before relying on any of them.
What is QSBS?
Qualified Small Business Stock under Internal Revenue Code §1202 can allow some or all of the gain on the sale of eligible C corporation stock to be excluded from federal income tax, if holding-period, active-business and other requirements are met. Eligibility is technical, so confirm it with a tax attorney before a sale.
How do I avoid aggressive tax schemes?
Be wary of any strategy that promises a guaranteed or outsized deduction — the IRS designates some arrangements, such as certain syndicated conservation easements, as listed transactions with disclosure requirements and penalties. Legitimate planning has economic substance and a CPA or tax attorney willing to sign off on it.
What happens when I ask to talk to an expert?
Your request goes directly to The Silent Tax and is reviewed personally; we follow up to understand your situation and, where it fits, introduce you to an appropriate professional. Nothing on this site is individualized tax, legal or investment advice.
Is this tax advice?
No. The Silent Tax is educational content about tax concepts and strategies only; consult your own CPA, tax attorney or financial advisor before acting.