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Texas-registered investment adviser · FiduciaryServices for accredited investors and high-net-worth families
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Who we serve

For W-2 earners in the top tax bracket.

A large salary leaves fewer tax levers than business income does. We focus on the ones that still work for employees, and coordinate them with your CPA.

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Nashional Investments · Updated October 2026

What we hear

The questions we help answer.

What can a W-2 employee actually deduct?

Fewer things than a business owner. The main levers are workplace retirement plans, charitable giving and, for some accredited investors, energy working interests.

I have stock options or RSUs. Now what?

We plan the timing of exercises and sales, concentration risk and the tax on vesting before it lands.

I have a large gain from selling stock.

An Opportunity Zone fund can defer a capital gain from almost any source, including public stock.

Strategies to discuss

Where we usually start.

Energy

Oil and gas programs whose drilling costs may be deductible in the first year.

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Charitable giving

Give appreciated assets and potentially avoid the capital gains tax.

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Opportunity Zones

Reinvest a capital gain in an Opportunity Zone fund to defer the tax and, after 10 years, potentially exclude the fund's appreciation.

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Questions

Common questions.

Can energy investments offset W-2 income?
Intangible drilling costs from a working interest held directly, not through a liability-limiting entity, can generally be deducted against active income such as wages. These programs are speculative, illiquid and only for accredited investors.
Do I need to change jobs or start a business to save on taxes?
No. Many of the strategies we discuss work alongside a salary. Side business income can open more options, such as a solo 401(k), but it is not required.
How much income makes this worth a conversation?
Most clients in this group are accredited investors, typically with income above $200,000 ($300,000 with a spouse or partner). Strategy fit matters more than any single number.
Do you replace my CPA?
No. We work with your CPA, who prepares your return. We bring the investment side of the plan.

Start with a conversation.

Your first conversation with us is complimentary. We will tell you which strategies fit your situation, and which do not.

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