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
21 UPREIT Exchange Properties
Tax-free Retirement Programs
Private Equity Funds
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:
- Mitigate taxes on ordinary and investment income.
- Defer taxes on certain asset sales, including real estate.
- Achieve tax-free retirement income.
- 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 of Great Point Capital, LLC. 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.
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.*
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Sign up and qualify for an online account to gain access to available DST/TIC investment listings.
View the details of investment opportunities posted by private companies in the United States.
Access the offering materials for the programs that fit your investment goals. Robert Boggess will help you finalize the deal.
- 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.