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.


Whitepaper: Opportunities for STRATEGIC TAX MITIGATION

How we use specific sections of the tax code to mitigate taxes for accredited investors.