We work primarily with the client and their team of financial advisors, CPAs, attorneys, and bankers. Typically clients that have significant earnings or an income event, such as the sale of a business, are most interested in preservation of capital and thoughtful reinvestment of gains. Other HNW clients may have significant capital gains on an annual basis and need on-going assistance.
Services:
- Tax Credits: Develops, consults, invests, and brokers transferable federal and state tax credits such as film, low-income housing, historic rehabilitation, renewable energy, and other programs that mitigate tax liabilities.
- 1031 Qualified Intermediary: Consults and serves as a qualified intermediary for a 1031 tax-free exchanges, including strategies resulting from partnerships, lease buy-backs, and other complex exchange structures.
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REMINDER: This listing is a free service of LandCAN.
Strategic Group is not employed by or affiliated with the Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.