The tax code is complex, which is why most people fear it. But complexity is where opportunity hides. For the sophisticated investor or scaling business owner, new and evolving laws are not burdens—they are weapons for wealth creation.
This is the core of the Mantle Mindset: turning legislative risk into strategic advantage.
Key Weapons for 2026:
We are no longer discussing common deductions. We are discussing legal, pre-emptive moves designed to aggressively push capital back into your business and pocket.
- The R&D Expensing Revolution: The permanent restoration of immediate, 100% deduction for domestic Research and Experimentation (R&E) costs, effective January 1, 2025. If you innovate, develop software, or create new products, capitalizing these costs is financial malpractice. We ensure this expense is leveraged fully in the year incurred.
- QSBS Exit Accelerator: Changes to the Qualified Small Business Stock (QSBS) rules make it an even more powerful exit tool. By meeting new tiered holding periods, founders and investors can accelerate toward tax-free gains on up to $15 million per issuer. This is a game of timing and entity structure that must be planned years in advance.
- Asset Acquisition Dominance: The expansion of Section 179 expensing and the return of 100% Bonus Depreciation for qualifying property are immediate cash injections. We strategically time asset purchases and dispositions to perfectly align with your cash flow needs and minimize taxable income.
The Mantle Mandate: Command, Don’t Comply
These strategies are not found on boilerplate checklists. They require specialized knowledge and a willingness to operate aggressively within the letter of the law. You cannot access these savings by simply filling out a form correctly.
You need a strategist who can interpret, structure, and deploy these complex legislative tools. Stop letting fear of complexity dictate your wealth.