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.
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.