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Provide clients with customized Tax Planning and Tax-Advantaged Investment services designed to Reduce Taxes, Create Wealth and Keep more of it using:
• Replacement Properties for §1031 Exchanges • Oil & Gas Energy Investments
• Single or Multiple Property LLC Investments • Equipment Leasing Programs
• Real Estate Investment Trusts (REITs) • §42 Housing Tax Credits
• Private Annuity Trusts (PAT®) • Private Equity Funds
Substantially reduce taxes on client’s income, capital gains and estate while increasing their spendable income, maintaining capital appreciation and providing asset protection.
We charge no fee for a personalized consultation which may include a CPA supervised tax analysis, an investment property analysis, and the strategic thinking of tax attorneys.
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Replacement Properties or Energy Leasehold / Royalty Interests for §1031 Exchanges
Co-participate with a professional real estate company that acquires, finances and manages larger,
institutional-grade properties with national-credit tenants for stabilized income and capital appreciation.
• Take advantage of favorable market conditions to reposition existing rental property equity, tax deferred.
• Enjoy an immediate increase in monthly cash flow, targeted at 8% annually based on total equity.
• Enjoy professional management, renewed deductions, less risk and higher re-sale value potential. |
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Real Estate Investment Funds
Real estate funds designed for tax advantaged income and growth over a 4-7 year period.
• Single or Multiple Property LLC’s focused on stabilized or value-added properties.
• Real Estate Investment Trusts focused on stabilized properties with initial cash flow targeted at 7%-8%. |
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Natural Gas Drilling and Energy Income Programs
Shelter income and/or capital gains with investments in the lowest-risk natural gas drilling programs
consisting of multiple wells, located in proven fields with production histories exceeding 20 years.
• Year one, deduct up to 100% of invested capital, sheltering income, capital gains, and/or IRA distributions.
• After year one, cash distributions of potentially 10%+ per year, with 20% of that sheltered from taxes. |
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Equipment Leasing Programs
Investments in low-tech, long-lived equipment that is triple-net leased by Fortune 500-type companies.
• 7%-9% annual distributions entirely tax sheltered, yielding 2.5x more spendable income than muni bonds. |
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Private Equity / Venture Capital Funds
Private equity funds designed for growth, or income and growth over a 4-7 year period.
• Venture Capital Funds focused on late-stage, corporate spin-off technology and biotech companies.
• Invest in a portfolio of 3060 well-researched, Pre/Post IPO companies with institutional co-investors. |
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Irrevocable Trusts
Defer capital gains taxes, provide lifetime income, avoid estate taxes and achieve asset protection.
• Fund your own Private Annuity Trust (PAT®) with the equity from your own assets, tax deferred.
• Distribute income and assets from your PAT® as you wish, now and after your death.
• Avoid leaving assets to charity to avoid estate taxes or purchasing life insurance to pay unnecessary taxes. |
Disclaimer:
All tax strategies and investments have risks and compliance requirements. Past performance is never an assurance of future results. No specific securities offering(s) or guarantees are hereby rendered. All planning must be customized and reviewed by one’s own advisors.
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