Strategic Tax Mitigation necessarily involves collaborating with clients and their CPAs to reduce taxes due to the impacts of: ordinary, passive, and portfolio income; the purchase and sale of assets, including real estate; retirement and estate planning issues. Using case studies, Bob shows how through collaboration, clients have been able to substantially reduce taxes, or redeploy after-tax dollars in ways that positively impact their wealth enhancement strategies. These strategies are replicable. Primary code sections utilized include:
IRC § 1031 Like Kind Exchange
IRC § 179 Deductions (as an investment)
IRC § 170 (h) Qualified Conservation Contributions
IRC § 7702 Life Insurance Contract
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Familiarity with tax codes and novel methodologies that can offer tax relief to your clients.
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How operating from a tax-efficient mindset can bring large benefits to your clients.
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Why a thorough financial check-up is necessary and how it can potentially save your client thousands in taxes.
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How tax professionals can directly benefit from employing these strategies.
Robert Boggess
IREXA Financial Services/Wealth Strategies
Financial Advisor
[email protected]
(866) 596-1031
Robert L. Boggess, the CEO and Chief Strategist for IREXA Financial Services/Wealth Strategies utilizes his expertise as a Commercial Real Estate broker, a Registered Representative, a Licensed Insurance Producer, and a Registered Investment Advisor to help clients build, manage and preserve their financial wealth. As a fiduciary, Bob employs comprehensive strategies using all of his resources to develop innovative Tax Mitigation Strategies to help his clients achieve their goals and objectives. He started his career as a licensed architect and believes his approach has allowed him to come full circle; Bob considers his work financial architecture.
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