Oil And Gas, Solar Investments And Qualified Opportunity Zones
Thomas H. Ruggie, ChFC®, CFP®, Founder & CEO, Destiny Family Office. getty When people think about tax strategies, they tend to think of things like itemized deductions, charitable donations or maybe a well-timed retirement contribution. But for high-income earners or those experiencing sudden windfalls, like the sale of a business or stock options getting exercised, those basic strategies often don’t move the needle much. That’s when I advise clients to consider more sophisticated tools: oil and gas programs, solar investments and Qualified Opportunity Zones (QOZs). These legitimate, government-supported strategies are...