Higher Education CPA

Bespoke Tailored Strategies

Real Estate

1031 Exchanges, Cost Segregation Studies & Deferred Sales Trusts

Real estate remains one of the most powerful wealth-building tools in the tax code. We orchestrate 1031 exchanges, Deferred Sales Trusts (DSTs), and detailed Cost Segregation studies to drastically compress your taxable income. Whether managing short-term / long-term rentals or multi-family commercial

1031 Exchanges - Maximize real estate tax shields through deferred gain recognition

Cost Segregation Studies - recognize your upfront real estate cost by accelerating depreciation instead of realizing this over 27.5 or 39 years

Deferred Sales Trusts - Ready to sell real estate and sail off into the sunset? Control capital gain recognition through a Deferred Sales Trust for predictable tax impacts and combine with other tax mitigation strategies, or leave a steady cash-flow for beneficiaries.

All tax advisory engagements executed with strict adherence to IRS guidelines.

Green Energy

Solar Projects - Leverage statutory regulations in clean energy, domestic energy production/storage, and Federal incentives for solar infrastructure.

How it Works - Clients coordinate with us and third-party providers to have the opportunity for ownership in a solar project resulting in deductions and tax credits utilizing Internal Revenue Code Sections 168(k) and 48E.

All tax advisory engagements executed with strict adherence to IRS guidelines.

Oil & Gas

Oil & Gas Projects - Utilizing incentives from the federal government to participate in creating economic activity by having ownership in oil and and natural gas drilling fund pools

How it Works - Clients work hand-in-hand with us and third-party providers to determine a project that results in initial deductions and potential long-term income. These projects utilize Internal Revenue Code sections 168(k), 263(c), 59(e), and 469(c)(3).

Heavy Equipment Leasing

HEL Projects - This provides an opportunity to own a piece of industrial equipment that is leased out on your behalf. The project leverages a national income pool to ensure that all financial requirements are in place and stimulates our economy for small businesses and large industrial projects.

How it Works - Clients work hand-in-hand with us and third-party providers to acquire equipment from a pre-determined needs list based on the current industry status that results in initial deductions and stable, long-term income. These projects utilize Internal Revenue Code sections 168(k) and 469.

Alternative Strategies

Charitable Strategies

There are multiple ways to participate with being charitable and receive tax deductions from 30% up to 60% of your Adjusted Gross Income depending on whether the donation is cash or non-cash.

These strategies are executed utilizing Internal Revenue Code sections 170, 68, and 664

All tax advisory engagements executed with strict adherence to IRS guidelines.

Vintage Preservation

With Vintage Preservation, clients have the opportunity own a portion of a showcase that travels between museums for display. This can range from historical documents and photos to full collections of sports or music memorabilia. Taxpayers receive a charitable donation deduction based on their ownership portion of a third-party, independent value appraisal.

Fee-Simple Land Donation

Land or property is purchased and designated for a specific use by the charity receiving the land or property. The land or property is appraised by an independent, third party for charitable donation value. Fee-Simple donations differ from the land easements that have been a recent IRS target. In a recent tax court case, taxpayers received guidance on an approved valuation method of discounted cash flows to determine charitable value. The case is Malibu Land Valley, LLC v. Commissioner

DAF (Donor Advised Fund)

A Donor Advised Fund allows more control over where your funds are directed and the causes you support. A contribution to the fund in cash or stock can be done in lump sums for higher years of income, generating a charitable deduction. However, the funds in the DAF do not have to be distributed all in that year. They can be donated to different causes over multiple years.

The funds in the DAF can also be invested, or stocks can continue to grow tax-free for the 501(c)3 charity of your choosing.

Preserve and Grow Wealth

Other Tax Strategies Available

• Charitable Remainder Trusts (CRUT and CRAT)

• Captive Insurance

• Defined Benefit Plans

• Estate Planning

• Tax Architecture and Restructuring

• Accountable Plans

• Augusta strategy

• QSBS Planning

• IRA to Roth IRA Conversion Planning

• Film/Movie Ownership

• Qualified Business Income deduction optimization

All tax advisory engagements executed with strict adherence to IRS guidelines.

Structured Path to Tax Mitigation

A clear, disciplined process ensuring full IRS compliance, total privacy, and maximum capital retention.

See below for our process

STEP 1

Discovery, Discussion & Tax Architecture

We analyze your income streams, asset holdings, tax structure and liquidity needs to pinpoint high-yield tax reduction strategies that fit your short-term and long-term goals.

STEP 2

Precision Execution

Collaborating with you on a proactive basis, your existing advisors, attorneys, and our third party resources to implement appropriate and right-sized tax strategies via monthly touch-bases and quarterly review meetings.

STEP 3

Active Protection

We continually adapt your strategy against tax code updates, file your tax returns and maintain active compliance ensuring your capital remains shielded year after year.

STEP 4

Legacy Transfer

Quarterly reviews guarantee seamless asset transition and coordination for long-term planning to beneficiaries with minimal estate tax exposure.

ABOUT US:

White-glove Financial Stewardship

We are a tax advisory practice dedicated to business owners, high earners, and real estate visionaries. We reject one-size-fits-all tax templates, delivering sophisticated strategies that preserve and grow wealth.

We work directly alongside your existing legal, accounting, and investment advisory services. Our focus is proactive, high-yield capital protection through legal IRS statutory provisions and institutional structures.

Why the name 'Higher Education CPA'

• We believe in education ourselves and our clients. Our focus is staying up-to-date on the latest legislation and internal revenue code updates.

• For our clients, we believe in not just preparing numbers and giving directives. We educate our clients to understand the tax implications of actions taken to be informed on both short-term and long-term impacts. This leads to tax strategy becoming a conversation where we work hand-in-hand with clients, their wealth advisors and legal teams to optimize outcomes.

Frequently Asked Questions

Who is ideal for our services?

We specialize in high earners ($250k+ income), real estate and business seeking annual tax mitigation through safe, IRS compliant methods and long-term wealth preservation/growth.

Are these strategies fully IRS compliant?

Yes. All strategies are grounded in explicit statutory IRS tax code provisions. We would never put our clients or ourselves in a position that would not stand up to IRS scrutiny

How do you work with my current wealth advisors and legal representative?

We serve as strategy architects, collaborating directly with your existing team. When strategy meetings are held, they are clued in and invited to attend meetings. If they do not attend meetings, they are made aware of discussions and in full communication with us to provide feedback or advice, whether that be for IRA to Roth conversions, charitable contributions involving stock or entity restructuring that may conflict with your current structures legal purposes.

PRIVATE ADVISORY

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Protect your wealth and preserve capital for future generations. Connect with our senior tax strategists to review your current tax shield and explore tailored mitigation opportunities.

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