Energy Investments and Tax Deductions: What Accredited Investors Should Know
For accredited investors, energy investments offer some of the most powerful — and most overlooked — tax advantages in the U.S. tax code. From Intangible Drilling Cost (IDC) deductions that can offset 65–80% of your investment in the year it's made, to depletion allowances and renewable energy tax credits, the right energy strategy can significantly reduce your tax burden while diversifying your portfolio.
Whether you're a high-income earner in a peak year or a business owner coming off a major liquidity event, energy investments may be the missing piece in your tax planning strategy. At True North Private Investments, we help accredited investors access curated energy opportunities — and work directly with your CPA to make sure every deduction is working as hard as you are.
How to Work With Your CPA and Financial Advisor to Minimize Taxes
Tax planning isn't a once-a-year event — it's a year-round strategy. And for high-net-worth investors, the difference between a good outcome and a great one often comes down to one thing: whether your CPA and financial advisor are actually working together.
In this post, we break down what a truly coordinated planning team looks like, the key strategies that require collaboration — including 1031 exchanges, Delaware Statutory Trusts, and Qualified Opportunity Zones — and how to make sure your advisors are aligned before a major financial event catches everyone off guard.
Wealth Preservation Strategies for Business Owners After a Sale
You've spent years building your business — but what happens to the proceeds after you sell? Without a proactive plan, taxes alone can consume 30–40% of your sale price. Here are the strategies smart business owners use to preserve and grow their wealth after a major liquidity event.
Why High-Net-Worth Investors Are Moving Beyond Stocks and Bonds
For decades, the 60/40 portfolio was the gold standard. But today's high-net-worth investors are looking beyond Wall Street — toward alternative investments that offer stronger diversification, tax advantages, and passive income potential. Here's what's driving the shift.