Professional Collaboration

Investing and tax planning should go hand-in-hand. Collaboration with Tax Professionals, Commercial Real Estate Brokers, and Estate Planning Attorneys is a team approach to investment strategy in which all financial professionals work toward one goal: wealth preservation solutions for our clients.

Our clients who have undergone a comprehensive financial review and have deployed their Strategic Tax Mitigation™ plan have had tax savings upwards of six figures. Read about successful tax mitigation strategy results in our case studies.

CERTIFIED PUBLIC ACCOUNTANTS, Enrolled Agents, Tax Professionals: Together we review, evaluate, and create an individualized plan to minimize tax liability and maximize after-tax earnings. We are sharing information with CPAs about opportunities, products, and timing considerations to point your clients toward minimizing taxes. We think when we work as a team to build a long-term wealth management strategy, the client wins. Tax efficiency helps our clients keep more of what they make.

COMMERCIAL REAL ESTATE PROFESSIONALS: Collaboration with a Registered Investment Advisor frees up your time to move to the next deal by shifting IRC section 1031 exchange replacement property responsibilities to a financial professional who offers securitized “like-kind” properties. Clients who do not want to manage property can exchange into passive property ownership through purchase of securitized real estate shares.

 

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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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