Investments that work for the plan.
What this looks like:
- Real estate strategies paired with cost segregation and 100% bonus depreciation to maximize immediate deductions.
- Energy investments and Opportunity Zones structured to capture specialized tax credits and defer capital gains.
- Insurance-based structures and specialized business investments aimed at wealth preservation and long-term appreciation.
The 2026 Context.
The 2026 tax landscape presents unique timing opportunities for investors. With 100% bonus depreciation permanently restored for qualifying property, the math behind tax-efficient real estate investments is extraordinarily powerful when engineered correctly.
However, taking advantage of these opportunities requires extreme precision. Passive loss rules and new income-timing mechanics mean that an investment must be perfectly aligned with your broader tax profile to successfully generate usable deductions.
How ETS Coordinates It
Tax planning and wealth management should not happen in silos. If an investment advisor allocates capital without consulting the tax strategist, the resulting deductions or credits may be entirely disqualified or unusable.
ETS acts as the central architect. We coordinate with your investment advisors, tax attorneys, and CPAs to ensure that every investment vehicle is structured properly for tax efficiency before the capital is deployed.
