This dataset contains various taxation strategies aimed at individuals and corporations based in the USA. Each entry includes details about the strategy's applicability, effectiveness, and complexity, helping users assess various tax-saving options.
Strategy ID | Taxation Strategy | Description | Applicable Jurisdiction | Target Taxpayer Type | Effectiveness Rating | Complexity Level |
---|---|---|---|---|---|---|
1 | Income Splitting | Distributing income among family members to reduce tax liability. | USA | Individual | High | Medium |
2 | Tax-Deferred Accounts | Using accounts like IRAs to defer taxes on earnings. | USA | Individual | High | Low |
3 | Charitable Donations | Donating to charity to receive tax deductions. | USA | Individual/Corporation | Medium | Low |
4 | Tax Credits | Claiming credits to reduce tax liability directly. | USA | Individual/Corporation | High | Low |
5 | Capital Gains Harvesting | Selling assets to realize losses for offsetting gains. | USA | Individual | Medium | Medium |
6 | Tax Loss Carryforward | Using current year losses to offset future taxable income. | USA | Individual/Corporation | High | Medium |
7 | Corporate Structure Optimization | Choosing the right corporate structure to minimize taxes. | USA | Corporation | High | High |
8 | Real Estate Investment | Leveraging property investments for tax benefits like depreciation. | USA | Individual/Corporation | High | Medium |
9 | Retirement Plan Contributions | Maximizing contributions to retirement plans to reduce taxable income. | USA | Individual | High | Low |
10 | Business Expense Deductions | Taking deductions for legitimate business expenses to lower taxable income. | USA | Corporation | High | Medium |
11 | Health Savings Accounts (HSAs) | Using HSAs to save for medical expenses tax-free. | USA | Individual | Medium | Low |
12 | Alternative Investments | Investing in certain assets to enjoy preferential tax treatment. | USA | Individual/Corporation | Medium | High |
13 | Tax-Efficient Fund Selection | Choosing mutual funds and ETFs that minimize capital gains distributions. | USA | Individual | High | Medium |
14 | Estate Planning | Strategically planning an estate to minimize taxes upon inheritance. | USA | Individual | High | High |
15 | Gifting Strategy | Using annual exclusions to gift assets and reduce estate size. | USA | Individual | Medium | Medium |
16 | 529 College Savings Plans | Saving for education expenses with tax advantages. | USA | Individual | High | Low |
17 | Tax Deferral with Annuities | Investing in annuities to defer taxes on earnings. | USA | Individual | Medium | Medium |
18 | Foreign Earnings Exclusion | Excluding foreign earned income from U.S. taxes under certain conditions. | USA | Individual | High | High |
19 | Municipal Bonds Investment | Investing in municipal bonds for tax-free interest income. | USA | Individual | Medium | Low |
20 | Like-Kind Exchange | Deferring capital gains taxes on the exchange of similar investment properties. | USA | Individual/Corporation | High | Medium |
21 | Roth IRA Conversion | Converting traditional IRAs to Roth IRAs to enjoy tax-free withdrawals in retirement. | USA | Individual | Medium | High |
22 | Tax-Exempt Organizations | Forming or donating to organizations exempt from federal tax. | USA | Individual/Corporation | Medium | Medium |
23 | Defer Sales Tax Liabilities | Use sales tax exemption for certain transactions. | USA | Corporation | Medium | Medium |
24 | Use of Tax Havens | Establishing companies in jurisdictions with low tax rates. | International | Corporation | High | High |
25 | Hybrid Entities | Utilizing hybrid firms for tax advantages across jurisdictions. | International | Corporation | Medium | High |
26 | Employment Benefit Plans | Creating plans that provide benefits without incurring taxes. | USA | Corporation | Medium | Low |
27 | Inventory Management | Optimizing inventory accounting methods for tax purposes. | USA | Corporation | Medium | Medium |
28 | Energy Efficiency Credits | Taking advantage of tax credits for energy-efficient investments. | USA | Individual/Corporation | Medium | Low |
29 | Family Limited Partnerships | Forming partnerships to transfer wealth while minimizing gift taxes. | USA | Individual | High | High |
30 | DIY Retirement Accounts | Managing investments within a self-directed IRA for better tax outcomes. | USA | Individual | Medium | High |
31 | Tax Incentives for Research and Development | Claiming credits for qualified R&D expenses. | USA | Corporation | Medium | Medium |
32 | State Tax Incentives | Leveraging local tax benefits available to businesses. | USA | Corporation | Medium | Medium |
33 | Credit for Prior Year Minimum Tax | Utilizing credits from prior years to offset current tax liabilities. | USA | Individual/Corporation | Medium | Low |
34 | Use of C Corporations | Distributing profits to shareholders at lower tax rates. | USA | Corporation | Medium | High |
35 | Bonuses to Lower Tax Bracket | Structuring bonus payments to avoid higher tax brackets. | USA | Individual | High | Medium |
36 | International Tax Treaties | Taking advantage of treaties to avoid double taxation. | International | Individual/Corporation | High | High |
37 | Personal Services Corporation | Forming a personal services corporation to minimize self-employment taxes. | USA | Individual | Medium | High |
38 | Stock Options Timing | Exercising stock options at optimal times for tax benefits. | USA | Individual | Medium | Medium |
39 | Advanced Tax Planning Tools | Using software and tools to strategize tax planning. | USA | Individual/Corporation | Medium | Medium |
40 | Specialized Tax Advisors | Consulting with experts in specific tax areas for optimized outcomes. | USA | Individual/Corporation | High | High |
41 | Strategic Dividends | Timing and structuring dividends to manage tax implications. | USA | Corporation | Medium | High |
42 | Corporate Inversions | Reorganizing corporate structure to a lower-tax jurisdiction. | International | Corporation | High | High |
43 | Filing Status Optimization | Selecting the most advantageous filing status for tax benefits. | USA | Individual | High | Low |
44 | Philanthropy Planning | Structuring charitable contributions for maximum tax impact. | USA | Individual/Corporation | Medium | Medium |
45 | In-Kind Donations | Gifting assets instead of cash to receive acceptable deductions. | USA | Individual | Medium | Low |
46 | Tax Compliance Automation | Implementing tools for automating tax compliance to reduce errors. | USA | Corporation | Medium | Medium |
47 | Maximizing Deductions | Reviewing all possible deductions to lower tax liabilities. | USA | Individual/Corporation | High | Low |
48 | Income Averaging | Using techniques to smooth income over multiple years to minimize taxes. | USA | Individual | Medium | Medium |
49 | Tax-Free Exchanges | Using specific exchanges to defer taxes on current transactions. | USA | Individual/Corporation | High | Medium |
50 | Bundling Deductible Expenses | Grouping deductible expenses to maximize benefits in specific years. | USA | Individual | Medium | Medium |
51 | Volatility in Investments | Leveraging market volatility to optimize capital gains and losses for tax purposes. | USA | Individual | Medium | High |
52 | Restructuring Employee Compensation | Structuring employee pay to take advantage of tax deductions. | USA | Corporation | Medium | High |
53 | Tax Credits for Hiring | Utilizing credits for hiring long-term unemployed workers. | USA | Corporation | Low | Medium |
54 | Accumulating Undistributed Earnings | Managing earnings in corporations to maintain lower tax rates. | USA | Corporation | Medium | Medium |
55 | Flexible Spending Accounts | Using FSAs for out-of-pocket health expenses to preserve income. | USA | Individual | High | Low |
56 | Tax Loss Harvesting | Selling securities at a loss to offset taxes on capital gains. | USA | Individual | High | Medium |
57 | Discounting Receivables | Discounting accounts receivable for tax flow benefits. | USA | Corporation | Medium | Medium |
58 | Advanced Healthcare Strategies | Utilizing advanced techniques in healthcare spending for tax savings. | USA | Individual | Medium | Medium |
59 | Utilize Corporate Tax Credits | Engaging in business activities that provide federal or state tax credits. | USA | Corporation | Medium | Medium |
60 | State-Specific Deductions | Identifying and utilizing deductions that are only applicable in certain states. | USA | Individual/Corporation | Medium | Medium |
61 | Renting Property to Family | Using personal property rental to generate income without high taxes. | USA | Individual | Medium | High |
62 | Tax Planning for Digital Assets | Strategizing taxation for crypto and digital currencies. | USA | Individual | Medium | Medium |
63 | Inflation-Adjusted Investments | Considering inflation's impact on investments for tax optimization. | USA | Individual/Corporation | Medium | Medium |
64 | Leveraging Tax Bridges | Using short-term financial moves to bridge out of taxable events. | USA | Individual/Corporation | High | High |
65 | Tax-Efficient Withdrawal Strategies | Planning the order of account withdrawals for retirement income. | USA | Individual | Medium | Medium |
66 | Split-Payment Strategies | Creating payment structures that maximize tax benefits. | USA | Corporation | Medium | High |
67 | Alternative Tax Scenarios | Exploring various scenarios for tax outcomes before year-end. | USA | Individual/Corporation | Medium | Medium |
68 | Minimizing Payroll Taxes | Structuring wages and payments to lessen payroll impacts. | USA | Corporation | High | High |
69 | Captive Insurance | Setting up a captive insurance entity for specific tax advantages. | USA | Corporation | Medium | High |
70 | Debt Optimization | Managing and structuring debt to achieve tax advantages. | USA | Individual/Corporation | Medium | Medium |
71 | Tax-Free Employee Benefits | Offering benefits that are tax-exempt to employees. | USA | Corporation | Medium | Low |
72 | Real Estate Investment Trusts (REITs) | Investing in REITs to benefit from distributed income tax-free. | USA | Individual | High | Medium |
73 | Tax-Assisted Withdrawals | Optimizing withdrawals from tax-advantaged accounts. | USA | Individual | Medium | Medium |
74 | Passive Income Strategies | Generating income from passive sources with less taxation. | USA | Individual | Medium | Medium |
75 | Tax Credit Optimization | Developing systems for best claiming available credits. | USA | Individual/Corporation | High | Medium |
76 | Conservation Easements | Creating tax deductions through conservation of land. | USA | Individual | Medium | High |
77 | Advanced Trusts | Using trusts for layered tax reductions and estate planning. | USA | Individual | High | High |
78 | Establishing Non-Profits | Setting up foundations to minimize taxes on contributions. | USA | Individual/Corporation | Medium | Medium |
79 | Green Energy Tax Breaks | Claiming deductions or credits for renewable energy investments. | USA | Individual/Corporation | High | Low |
80 | Tax-Free Savings Accounts (TFSAs) | Saving in accounts that grow tax-free. | Canada | Individual | High | Low |
81 | Use of Tax Credits Internationally | Leveraging credits in multiple jurisdictions. | International | Corporation | High | High |
82 | Business Location Considerations | Choosing business sites based on local tax benefits. | USA | Corporation | Medium | Medium |
83 | International Business Structuring | Creating entities globally for tax mitigation. | International | Corporation | High | High |
84 | Health Care Tax Strategies | Implementing strategies specific to healthcare-related expenses. | USA | Individual/Corporation | Medium | Medium |
85 | Tax Treatment of Debt Forgiveness | Understanding tax implications of debt forgiveness for creditors and debtors. | USA | Individual/Corporation | Medium | Medium |
86 | Optimizing Credit Utilization | Using credits effectively throughout the financial year. | USA | Individual/Corporation | Medium | Medium |
87 | Documenting Expenses Accurately | Ensuring all business expenses are documented to reduce tax liability. | USA | Individual/Corporation | High | Low |
88 | Using Retirement Accounts Wisely | Maximizing tax benefits within retirement plans. | USA | Individual | High | Low |
89 | Education Tax Credits | Claiming credits for educational expenses incurred. | USA | Individual | Medium | Low |
90 | Tax Planning for Small Businesses | Identifying strategies tailored for tax optimization in small businesses. | USA | Corporation | High | Medium |
91 | Zero-Coupon Bonds | Investing in zero-coupon bonds for tax-free interest appreciation until maturity. | USA | Individual | Medium | Low |
92 | Health Care Reimbursement Plans | Setting up reimbursement plans to effectively manage health costs for tax advantages. | USA | Corporation | Medium | Medium |
93 | Employee Stock Purchase Plans | Offering employees stock in a tax-friendly manner. | USA | Corporation | Medium | High |
94 | Sales Tax Optimization | Analyzing sales tax obligations to minimize tax liabilities. | USA | Corporation | Medium | Low |
95 | Tax Traps Awareness | Being aware of tax traps that could lead to unexpected liabilities. | USA | Individual/Corporation | Medium | Low |
96 | Flexible Work Arrangement Planning | Structuring remote or flexible work arrangements for tax benefits. | USA | Corporation | Medium | Medium |
97 | Digital Nomad Tax Strategies | Managing taxes as a digital nomad in various jurisdictions. | International | Individual | Medium | High |
98 | Income Timing Strategies | Timing income to reach lower tax brackets in certain years. | USA | Individual | Medium | Medium |
99 | Foreign Account Tax Compliance Act (FATCA) | Complying with FATCA regulations to avoid penalties. | International | Individual | High | High |
100 | Benefit Payment Structuring | Structuring various payment forms to minimize tax impacts. | USA | Corporation | Medium | Medium |
101 | Payroll Adjustment Techniques | Techniques to adjust payroll filings for better cash flow management. | USA | Corporation | Medium | Medium |
102 | Invest in Opportunity Zones | Investing in designated zones for tax incentives. | USA | Individual/Corporation | High | Medium |
103 | Online Business Tax Strategies | Specific strategies for taxes related to online businesses. | USA | Individual/Corporation | Medium | Medium |
104 | Tax Deferment through Real Estate LLCs | Managing properties through LLCs to defer taxes. | USA | Individual | Medium | Medium |
105 | Virtual Currency Tax Strategies | Understanding and optimizing the tax impact of virtual currencies. | USA | Individual | Medium | High |
106 | Using Tax Credits for Innovation | Leveraging tax credits for innovative business ventures. | USA | Corporation | Medium | Medium |
107 | Utilizing Historic Tax Credits | Taking advantage of credits available for rehabilitation of historic buildings. | USA | Corporation | Medium | High |
108 | Minimizing Social Security Taxes | Strategies for individuals to lessen their exposure to social security taxes. | USA | Individual | High | Medium |
109 | Tax Strategies for Divorced Individuals | Identifying unique strategies for taxes post-divorce. | USA | Individual | Medium | Medium |
110 | Bunching Medical Expenses | Timing out-of-pocket healthcare expenses to maximize deductions. | USA | Individual | Medium | Medium |
111 | Pre-emptive Estate Planning | Planning estates before death to minimize tax liabilities. | USA | Individual | High | High |
112 | Examining Tax Structures | Analyzing various tax structures available to individuals and businesses. | USA | Individual/Corporation | Medium | Medium |
113 | Business Succession Planning | Planning for ownership transfer in a tax-efficient manner. | USA | Corporation | Medium | High |
114 | Gains and Losses from Crypto Trading | Strategizing on tax implications from cryptocurrency trading. | USA | Individual | Medium | Medium |
115 | Transport Tax Benefits | Utilizing tax benefits available for alternative transportation solutions. | USA | Corporation | Medium | Medium |
116 | Fringe Benefits Management | Maximizing the tax benefits of offering fringe benefits to employees. | USA | Corporation | High | Medium |
117 | Filing Extensions to Delay Payments | Using extensions effectively to manage cash flow for tax payments. | USA | Individual/Corporation | Medium | Low |
118 | Estate Tax Minimization Techniques | Implementing strategies specifically to minimize estate taxes. | USA | Individual | High | High |
119 | Personal Tax Minimization Strategies | Identifying personal strategies to minimize individual tax liabilities. | USA | Individual | High | Medium |
120 | Qualified Business Income Deduction | Utilizing the QBI deduction provided under the 2017 TCJA. | USA | Individual/Corporation | High | Medium |
121 | Management of Other-Than-Temporary Impairments | Recognizing impairments that affect taxation on investment income. | USA | Individual/Corporation | Medium | High |
122 | Voluntary Compliance Strategies | Negotiating agreements with the IRS for tax compliance. | USA | Individual/Corporation | High | Medium |
123 | Debt and Tax Relief Options | Exploring various options for relief on federal or state tax debts. | USA | Individual | Medium | Medium |
124 | Dynamic Tax Projections | Modeling changing tax scenarios to better predict liabilities. | USA | Individual/Corporation | Medium | Medium |
125 | Identifying Tax Credits by Activity | Cataloging eligible tax credits based on qualified activities. | USA | Corporation | Medium | Low |
126 | Taxation on Foreign Business Income | Understanding how foreign income is taxed in the home country. | USA | Corporation | High | High |
127 | Treasury Bonds Tax Benefits | Investing in treasury bonds for tax-free interest income. | USA | Individual | Medium | Low |
128 | Crowdfunding and Taxes | Understanding the tax implications of crowdfunding dollars. | USA | Individual/Corporation | Medium | Medium |
129 | Deferring Business Income to Future Years | Structures allowing deferral of income generation. | USA | Corporation | Medium | High |
130 | Incorporating Social Responsibility in Tax Strategy | Aligning tax strategies with corporate social responsibility goals. | USA | Corporation | Low | Medium |
131 | Family Business Tax Mechanics | Understanding taxation mechanisms unique to family-owned businesses. | USA | Corporation | Medium | High |
132 | Tangible Property Regulations | Understanding the regulations affecting tangible property classifications. | USA | Corporation | Medium | Medium |
133 | Special Use Valuation for Estates | Applying for special valuation for certain estates under specific rules. | USA | Individual | Medium | High |
134 | Note and Bond Tax Management | Managing tax implications associated with notes and bonds. | USA | Individual/Corporation | Medium | Medium |
135 | Navigating State-Specific Credits | Researching tax credits unique to certain states. | USA | Individual/Corporation | Medium | Low |
136 | Managing Tax Exposure with Annuities | Using annuities to manage tax liabilities on investment income. | USA | Individual | Medium | Medium |
137 | Ironclad Recordkeeping Systems | Implementing rigorous record-keeping for tax deductibility proof. | USA | Individual/Corporation | High | Low |
138 | Qualified Relocation Expenses Deductions | Utilizing and documenting deductions for qualified relocations. | USA | Individual | Medium | Medium |
139 | Proactive Trust Management | Overseeing and managing trusts for ongoing tax efficiency. | USA | Individual | High | Medium |
140 | Sourcing Supplies Internationally | Understanding tax implications of sourcing goods from abroad. | International | Corporation | Medium | High |
141 | Tax-Advantaged Investments | Investing in assets that have favorable tax treatment. | USA | Individual/Corporation | High | Medium |
142 | Library Fund Tax Management Strategies | Using library funds as a means for potential tax deductions and management. | USA | Individual/Corporation | Medium | Medium |
143 | Proactive Tax Compliance | Establishing a process to ensure ongoing compliance with tax laws and regulations. | USA | Individual/Corporation | High | Medium |
144 | Remainder Gift Techniques | Leveraging remainder gifts as a method for charitable giving. | USA | Individual | Medium | Medium |
145 | Interest Deduction Optimization | Maximizing mortgage interest and other financial interest deductions. | USA | Individual | High | Low |
146 | Specific Identification Method | Using the specific identification method for tax on sold investments. | USA | Individual | Medium | Medium |
147 | Absorption of Sales Tax | Managing and absorbing sales tax obligations effectively. | USA | Corporation | Medium | Medium |
148 | Royalty Income Strategies | Exploring tax efficiencies related to royalty incomes. | USA | Individual/Corporation | Medium | High |
149 | Understanding Net Investment Income Tax | Evaluating how net investment income tax affects gains. | USA | Individual | Medium | Medium |
150 | Maximizing your 401(k) Contributions | Structuring contributions to maximize employer contributions and reduce taxes. | USA | Individual | High | Low |
151 | Tax Incentives for Municipal Improvements | Utilizing tax incentives available for municipal property improvements. | USA | Corporation | Medium | Medium |
152 | Utilizing Business Losses | Strategies on how to incorporate losses from businesses into personal taxes. | USA | Individual/Corporation | Medium | Medium |
153 | Decoding Carbon Tax Opportunities | Exploring incentives related to carbon tax reductions. | USA | Corporation | Medium | High |
154 | Timing of Stock Sales | Strategically timing stock sales to minimize taxes over time. | USA | Individual | Medium | Medium |
155 | Tax-Advantaged Healthcare Accounts | Leveraging accounts designed for tax-free healthcare spending. | USA | Individual | High | Low |
156 | Navigating Tax Treaties for Individuals | Understanding how treaties can benefit individual taxpayers overseas. | International | Individual | Medium | Medium |
157 | Leveraging Financial Incentives for Workforce Housing | Utilizing incentives related to workforce housing taxes and property. | USA | Corporation | Medium | Medium |
158 | Investment in Qualified Opportunity Funds | Investing in funds intended for economic revitalization with tax benefits. | USA | Individual/Corporation | High | Medium |
159 | Transaction-Based Tax Structure Optimization | Optimizing tax based on the nature of transactions. | USA | Corporation | Medium | High |
160 | Leveraging Losses to Offset Gains | Practical strategies to use losses for offsetting capital gains during year's end. | USA | Individual/Corporation | High | Low |
161 | Foreign Tax Credit Optimization | Utilizing foreign tax credits to avoid double taxation on income. | International | Individual/Corporation | Medium | Medium |
162 | Cybersecurity Tax Considerations | Assessing costs related to cybersecurity as a business tax deduction. | USA | Corporation | Medium | Medium |
163 | Decoupling from Federal Taxes | Taking advantage of decoupled state tax structures separate from federal tax systems. | USA | Individual/Corporation | High | Low |
164 | Healthcare Expense Reimbursements | Structuring reimbursements to optimize tax treatment of healthcare expenses. | USA | Corporation | Medium | Medium |
165 | Utilizing Losses in Related Entities | Identifying opportunities where related entities can use losses for tax advantage. | USA | Corporation | Medium | Medium |
166 | Investment Diversification with Tax Efficiency | Implementing a strategy focusing on tax-efficient diversification. | USA | Individual/Corporation | Medium | High |
167 | Advanced Tax Perks for Startups | Identifying unique tax incentives available for startups. | USA | Corporation | Medium | Medium |
168 | Tax Credits from Unemployment Hiring | Leveraging credits for individuals hired directly from unemployment. | USA | Corporation | Medium | Medium |
169 | Strategies for Non-Profits | Exploring tax exemptions and credits relevant to non-profit organizations. | USA | Individual/Corporation | High | Medium |
170 | Documenting Digital Service Tax Compliances | Maintaining records for taxable digital services rendered internationally. | USA | Corporation | Medium | Medium |
171 | Evaluating Sale of Businesses or Assets | Strategizing for optimal tax treatment in business sales transactions. | USA | Individual/Corporation | Medium | High |
172 | Long-Term vs Short-Term Capital Gains Strategies | Assessing the benefits of long-term holding versus short-term sales. | USA | Individual | High | Medium |
173 | Utilizing Fair Market Value Appraisal | Employing appraisals to establish fair market value to maximize deductions. | USA | Individual/Corporation | Medium | Medium |
174 | Transformational Tax Decisions | Making ongoing tax decisions as a part of broader business transformations. | USA | Corporation | Medium | High |
175 | Managing Cross-Border Transactions | Understanding tax implications on cross-border business dealings. | International | Corporation | High | High |
176 | Implementing Automation for Tax Compliance | Using technology to automate compliance tasks and ensure accuracy. | USA | Corporation | High | Medium |
177 | Timely Tax Payments for Reinvestment Opportunities | Identifying how timely tax payments can open growth opportunities. | USA | Individual/Corporation | Medium | Medium |
178 | Loss Mitigation Strategies | Planning to minimize potential losses in business to reduce tax impacts. | USA | Corporation | Medium | Medium |
179 | Ownership of Multiple Entities for Tax Advantages | Strategies for owning multiple legal entities to minimize taxes. | USA | Corporation | High | High |
180 | Evaluating Charitable Trusts | Using charitable trusts to maximize deductions and minimize estate taxes. | USA | Individual | Medium | High |
181 | Utilization of Tax-Favored Securities | Choosing investments that offer tax advantages for individuals and corporations. | USA | Individual/Corporation | Medium | Medium |
182 | Tax Consequences of Mergers and Acquisitions | Understand the tax implications arising from M&A activities. | USA | Corporation | Medium | High |
183 | Gains Management for Investments | Strategically managing gains from investments to lessen tax impacts. | USA | Individual/Corporation | Medium | Medium |
184 | Tax-Efficient Retirement Drawdown Strategies | Structuring the withdrawal of retirement accounts for tax benefits. | USA | Individual | High | Low |
185 | Consulting for Succession Planning | Engaging tax professionals in succession planning for businesses. | USA | Corporation | Medium | High |
186 | Contractor Payment Structures | Managing contractor payment models for better tax implications. | USA | Corporation | Medium | Medium |
187 | R&D Tax Credit Usage | Maximizing available R&D tax credits for innovation costs incurred. | USA | Corporation | Medium | High |
188 | Invest in Non-Traditional Assets | Exploring unique asset classes that have favorable tax treatment. | USA | Individual/Corporation | Medium | High |
189 | Establishing Roth 401(k)s | Using Roth 401(k) plans for most favorable tax treatment when retired. | USA | Individual | Medium | Medium |
190 | Leveraging Client Shareholder Agreements | Properly structuring agreements for taxation benefits at the company level. | USA | Corporation | Medium | High |
191 | Exploring Low-Income Housing Credit | Utilizing available credits for investing in low-income housing projects. | USA | Corporation | Medium | Medium |
192 | Documenting Offset Strategies | Strategizing tax implications from various offsetting strategies available. | USA | Individual/Corporation | Medium | Medium |
193 | Family Office Tax Strategies | Developing tax strategies relevant to family office investment strategies. | USA | Individual | Medium | High |
194 | Taxation of Specialized Livestock Operations | Identifying how to manage taxes related to livestock operations for tax benefits. | USA | Individual/Corporation | Medium | High |
195 | Commercial Leasing Tax Savings | Understanding the tax treatment for commercial property leasing. | USA | Corporation | Medium | Medium |
196 | Geographic Based Tax Strategies | structuring taxation based on the location and benefits of specific regions. | USA | Individual/Corporation | Medium | Medium |
197 | Utilizing Jobs Act Tax Provisions | Taking advantage of specific tax codes introduced through the Jobs Act. | USA | Corporation | Medium | Medium |
198 | Bringing Taxation Into Corporate Strategy | Integrating tax considerations directly into overall corporate strategy. | USA | Corporation | High | Medium |
199 | Virtual office expenditures and deductions | Leveraging deductions related to maintaining a virtual office setup. | USA | Corporation | Medium | Medium |
200 | Event-Based Non-Profit Tax Management | Optimal tax strategies through event-based income for non-profits. | USA | Individual/Corporation | High | Medium |