Save Taxes

Tax-mitigating Investment Strategies Require Structure

  • Robert L. Boggess
  • November 22, 2017

What if your financial advisor was always looking at your full financial picture and goals, then collaborating with your tax advisor to optimize tax savings? One of the biggest issues for high net worth individuals and small businesses is taxes.

I used to be an architect, for me it was a natural progression from that profession to commercial real estate and on to financial analysis and investment strategies to maximize tax savings. The common threads are structure and strategy. These two components are the key to how I build tax mitigation strategies at IREXA.

‘Structure’ is a complex system considered from the point of view of the whole rather than of any single part. This is how I think of investment strategies and why I work so diligently to build the most tax-efficient outcomes.

‘Strategy’ is a plan, method, or series of maneuvers for obtaining a specific goal or result. Together structure and strategy are my methods for building Strategic Tax Mitigation™ for accredited investors.[1]

In light of the financial whole, what series of maneuvers (strategic investments) will more probably obtain a specific goal. I always assume that one of the goals of high net worth individuals and small businesses is to reduce taxes and redeploy the savings to their own benefit.

No one investment sits alone. It creates the potential for income, loss, tax, expenses, deductions, etc.  Why choose one investment vehicle over the other? I look at all aspects and possible outcomes.  For example, if you buy stock, it produces a dividend and sells for more than you paid, maybe; but buy fractional ownership in real estate and potentially have income, equity, plus the tax deductions.

My clients are active participants in the process. I view my relationship with my clients as one of trust, common vision, good communication, and mutual respect. I plan and design a financial strategy in collaboration with their tax advisor and coordinate execution. The goal is to maximize the tax-saving impact by adding ideas, seeking clarity, finding what emerges as we work our way through the process.

I build tax-efficient wealth strategies that may reduce overall tax liability. There may be many opportunities to reduce one’s current tax burden, and they are legal, set up as policy to encourage investment.

Isn’t it worth a free consultation to make sure you are keeping as much of your money as possible?

 

[1] IREXA may have investment solutions to help you with your individual tax situations as determined with your CPA, tax advisor, or attorney. Neither IREXA nor SANDLAPPER Securities, LLC are tax advisors.

 

 

IREXA Financial Services / Wealth Strategies collaborates with CPAs, attorneys, and other tax planning professionals to assist clients with tax mitigation strategies.  IREXA, SANDLAPPER Securities, and Sandlapper Wealth Management are not tax professionals or attorneys. IREXA only provides client tax mitigation strategies through, and with the approval of our client’s professional counsel.

Securities are offered through SANDLAPPER Securities, LLC (SLS), member FINRA/SIPCAdvisory services offered through Sandlapper Wealth Management LLC (SLSWMan SEC registered investment advisor, 800 East North St, 2nd Floor, Greenville, SC 29601, 864.679.4701.  IREXA is unaffiliated with SANDLAPPER Securities, LLC and Sandlapper Wealth Management LLC

©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.

FINRA Broker Check: Check the background of this investment professional on FINRA BrokerCheck.