Strategic Investing

You work hard, invest wisely, and want to protect your money from excessive taxes.  Our clients who have had a full financial analysis and adopted their personalized tax-mitigating plans have been able to reduce their taxes well into six figures through strategic investing.

Strategic Tax Mitigation™ is an actionable financial planning approach IREXA implements with you and your tax advisor to mitigate taxes due to the impacts of: ordinary income; investment income; the purchase and sale of assets, including real estate; retirement income, and estate planning issues. We work with your tax professional because we believe in investing with a comprehensive view of all potential tax savings.

 

We take a proactive, team-oriented approach to creating comprehensive tax-saving strategies customized for each individual.

We perform a full financial inventory analysis with the goal of reducing your tax liability.  Our goal is to help you keep more of your hard earned money so you can redeploy it and grow your wealth.  We offer every accredited investor a free comprehensive analysis.

 

Distinct to our industry, we have access to an array of Alternative Investment products for diversification that are not available to the general public.  These are available for direct investment by investors meeting net worth and income standards, including:

1031 Exchange Properties
Tax-free Retirement Programs
721 UPREIT Exchange Properties
Non-traded REITs
Conservation Easements
Private Equity Funds
Energy Programs
Insurance
  • Tax Mitigation
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  • 1031 Exchanges
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  • Oil & Gas Drilling Programs
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  • Tax Credits
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  • conservation easement
    Conservation Land Offerings
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  • Estate Planning
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  • Real Estate Properties
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Building Your Best Financial Team

We work together with you and your Tax Advisor, CPA, EA, Attorney and/or Real Estate Broker, while considering your goals and objectives, risk tolerance and time horizon, in 4 key areas:

  1. Mitigate taxes on ordinary and investment income.
  2. Defer taxes on certain asset sales, including real estate.
  3. Achieve tax-free retirement income.
  4. Strategic transfer of wealth to beneficiaries.

If you think your effective tax rate is too high and would like to learn more about our strategic approach, contact us today.

Robert L. Boggess is a featured presenter for tax professionals at CPAacademy.org.*

Tax professionals, CPAs, EAs register for free CPE seminar, Tax Mitigation Strategies here.*

*The views and opinions expressed herein do not necessarily represent the views and opinions SANDLAPPER Securities, LLC or any SLS-related entity. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

1031 Exchanges

Investments Available

To immediately access offering materials for programs that fit your investment goals,  sign up and qualify for an online account to gain access to our investment listings.*

CREATE A FREE ACCOUNT
Sign up and qualify for an online account to gain access to available DST/TIC investment listings.
BROWSE OPPORTUNITIES
View the details of investment opportunities posted by private companies in the United States.
SELECT YOUR INVESTMENT
Access the offering materials for the programs that fit your investment goals. Robert Boggess will help you finalize the deal.

Benefits

  • Income paid monthly (with most sponsors).1
  • Help to reduce the stress of mandated 45 and 180 day 1031 Exchange deadlines.
  • The ability to partially shelter income through proportional participation in interest deductions and property depreciation.
  • No day-to-day management.
  • Professional property and asset management.
  • Commercial assets available nationally.
  • Quarterly and annual performance reporting and analysis.
  • Ability to utilize IRC 1031 again in the future upon disposition of current securitized fractional real property investment.2
  • Pre-arranged financing with non-recourse loan structure in most cases.
  • Greater disclosure requirements than needed in traditional real estate investments.

1Income is not guaranteed.

2Continued ability for deferral is based on the Internal Revenue Code and applicable Revenue Rulings and Revenue Procedures as written. Future changes in the Code may impede the ability for later exchanges. Consult with a tax advisor on any applicable changes to the Code.

©2016 IREXA Financial Services | Wealth Strategies. All Rights Reserved. Privacy Policy

All investments involve risk. Outcomes are not guaranteed.

*IREXA Financial Services | Wealth Strategies, SANDLAPPER Securities, LLC and Sandlapper Wealth Management LLC do not provide legal or tax advice.

**Investing has risks; performance is not guaranteed. Securities offered through SANDLAPPER Securities, LLC (member FINRA/SIPC) and advisory services offered through Sandlapper Wealth Management, LLC an SEC Registered Investment Advisory Firm. Robert Boggess is an independent representative of SANDLAPPER Securities and independent advisory representative of Sandlapper Wealth Management. IREXA Financial Services/Wealth Strategies is not an affiliated company with the Sandlapper Companies or CPAAcademy.org. No offer to buy or sell securities is being made. Such offers may only be to qualified accredited investors via private placement memorandum. Neither Sandlapper nor IREXA are tax advisors. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Investments are not guaranteed or FDIC insured and risks may include but are not limited to complete loss of principal investment. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before investment. Changes in the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made.

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss. NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by IREXA Financial Services/Wealth Strategies, SANDLAPPER Securities, LLC, or any affiliate, or partner thereof (“Sandlapper”). IREXA Financial Services/Wealth Strategies does not warrant the accuracy or completeness of the information contained herein.

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