McGuiness Family

Shane and Michelle McGuiness are Florida residents with a pending exit from a concentrated, publicly traded, stock position. They are looking to mitigate capital gains tax on their appreciated position, as well as create current income to support their lifestyle.

From exploring Opportunity Zones to understanding the benefits of Intangible Drilling Cost (IDC) deductions, we have the resources to provide clients with tax savings on all sources of income as well as diversification from your market-driven investments.

Our detailed case study provides the insights you need to navigate the capital gains tax landscape. Opportunity Zones offer significant tax benefits and can be a powerful vehicle for growing your wealth. You'll gain the knowledge to better understand the potential that exists in these investments and how they can benefit you.

Simultaneously, understanding IDC deductions can be a game-changer for tax planning and investment strategy. Our case study outlines the benefits and how you can leverage them to mitigate taxation on any source of income (W-2 included) in addition to creating a passive income stream.