For advisors, CPAs, and family offices
Help your clients keep more of what they earn — across all income categories.
High-tax clients often still owe federal tax after the usual planning. Renewable energy projects let them put cash to work against that bill, dollar for dollar, either through tax credits or depreciation. You open the door. We handle the energy project and the paperwork.
Learn more now- Clients reduce leftover federal tax with a real energy credit, not another product pitch
- You add a mitigation lever through asset ownership next to the work you already do
- Diligence and transfer on our side; optional recapture cover available
Energy projects create two real benefits for your clients
Credit benefit
Your client can turn leftover federal tax into a cash purchase of a credit — dollar-for-dollar relief, without taking on a plant or a new operating business.
Depreciation benefit
Separately, someone on the project side still gets the year-one write-off. That is why high earners and corporations often want different outcomes — and why you can match the benefit to the client, not force one product on everyone.
Built for clients who still have a tax problem after the usual planning
Bonus dep and cost seg already did their job. The hard cases are the ones with meaningful federal tax left — households and C-corps where the next dollar of planning has to be real. Deal Star exists so you can offer that next benefit and keep the trust: the client gets relief, you stay advisor of record.
- Hard-to-mitigate = leftover federal tax after planning you already trust
- Client benefit: less cash to the IRS, a clean decision next to work you already recommended
- Advisor benefit: another lever inside the relationship, not a handoff to a stranger
Two ways your clients benefit
Same underlying opportunity. Two client outcomes. Pick the benefit that fits the book.
Path 1 — Corporations
Benefit: cut leftover federal tax with a credit purchased for less than face value — typically around $0.85–$0.90 per dollar — applied dollar-for-dollar. They get tax relief without owning a project.
Path 2 — Individuals and HNW
Benefit: keep the year-one write-off your CPA already understands, including against active income when they participate. They get the depreciation outcome; the credit can move to someone who values it more.
You introduce. The client’s tax counsel reviews. You stay in the seat.
What you get as a partner
You keep the relationship and the economics of the introduction. Your client gets a real next benefit when the usual planning ran out.
- Client keeps a clean path to relief; you stay advisor of record
- Referral on close — no tax-credit desk to staff
- One fact pattern is enough to see if a client benefit fits
- Optional inventory view later if the relationship warrants it — not the starting ask
- Optional recapture cover for peace of mind on the file
"Isn't this a loophole?"
No. These benefits exist because Congress wanted the energy built. Your client gets authorized relief, not a shelter pitch — IRS-registered credits, optional protection against recapture.
Deal Star is not a tax preparer and does not provide tax advice. Have the client's tax counsel review any credit purchase.