A strategic framework for Florida high-income taxpayers to sequence capital events, manage NIIT layering, and plan real estate exits without exit-year surprises. Built for multi-year outcomes, not one-year rate chasing.

Defined benefit and cash balance plans are long-term tax deferral vehicles, not year-end tactics. Used correctly, they coordinate income, real estate, and exit planning over time.

Advanced tax planning is not about deductions. It is about structuring income, assets, and ownership decisions over time so tax strategies remain defensible, sustainable, and aligned with long-term goals. This guide explains how documentation, intent, and economic substance separate effective planning from costly mistakes for high-income Florida taxpayers.

Depreciation reduces taxes today, but recapture determines outcomes later. Learn how high-income Florida investors should plan depreciation before acquiring an asset to protect long-term returns and exit flexibility.

Cost segregation is often pitched as a one-time tax savings strategy. In reality, it’s a timing decision that reshapes taxable income, cash flow, and exit outcomes over the life of a property—especially for high-income Florida investors.