Services offered

We specialize in offering the following services to the 2 investor types we serve.

               IRA owner(s)                                                     Realestate Investor(s)

  • 401k rollover                                                       * Cost segregation                                                  
  • Self directed IRA                                                *  Property Tax appeals
  • ROTH conversion                                              *  Asset protection trusts
  • Strategic IRA Rollout                                         *  Debt restructuring 
  • IRA Tax rescue                                                   *  R&D Tax credits
  • IRA Arbitrage                                                       *  Abandonment credit
  • Charitable planning                                           *  Risk & Loss management
  • Portfolio risk elimination                                   *  Green building services
  • Annuities, Life & LTC insurance                      *  Nevada LLC

 

 

 

 

 

401k rollover:  Seemlessly transfer your old 401k into an IRA where you can control the multiple investment choices avaliable to better manage your hard earned "NEST EGG". If income is needed a "guaranteed income" plan can be designed to provide you income over your lifetime and your spouse. 

Self directed IRA: With a  self directed IRA or  Real Estate IRA you can invest your retirement funds when, where, and how you want. Create your financial future with the freedom to make choices with your retirement plans. Self directed IRAs and real estate IRAs give you the unique ability to choose from a variety of  investment options such as mortgages, real estate,  private placements and more. By diversifying your investments, you may protect and enhance your retirement.

ROTH conversion: When you convert an IRA into a ROTH IRA all future earnings are TAX FREE to you for life. Income Tax rates are expected to go up in the near future this is a great time to convert your taxable assets into TAX FREE assets to immunize yourself from high income tax rates. 

Strategic IRA rollout: IRA accounts with substantial assets i.e. $1 million dollars and higher can take advantage of this technique to go from a taxable environment into a TAX FREE environment while not adversely affecting the income tax bracket of the transferor.

IRA Tax rescue: Large IRA accounts are most vulnerable to excess taxation. This strategy takes advantage of certain tax credits that are available to convert assets from a tax hostile position to a TAX FREE position.

IRA Arbitrage: Also known as IRA growth arbitrage; this combination strategy, takes advantage of protecting your IRA principal while exposing your assets to maximum growth in the up trend of the market using sophistcated long term options.

Charitable planning: Taking advantage of your income tax dollars or "Social capital" you can benefit a charity, cause or a religious institution while providing for a lifetime of income for yourself, LARGE tax deductions and also create a TAX FREE inheritence for your loved ones.

Portfolio risk elimination: Due to the unpredictable nature of the financial markets, it is critical today for investors to ELIMINATE market risk from their portfolios. Using Guaranteed Investment Contracts (GIC) your portfolio can enjoy growth in the market while you gain a sense of predictability about your financial future.

Annuities, Life & LTC insurance: Variable, Fixed and Hybrid annuities can give you principal and or income protection. Life insurance and Long term care insurance provide for financial and estate planning strategies to make your legacy and asset protection needs a reality. 

Cost segregation: A tax strategy approved by the IRS in 1997 to reclassify specific real property assets that usually receive a depreciation life of 39 years (commercial real property) or 27.5 (commercial residential) into "tangible personal property" that is treated as five (5) year property or land improvements which are treated as fifteen (15) year property for depreciation purposes. Due to improved treatment, portions of the electrical, plumbing, mechanical systems, and site improvements of a building along with hundreds of other components can be allocated into shorter lives translating into immediate cash flow.

Property Tax appeals: Many companies pay more in local property taxes than they do in sales and income taxes combined and assume that it's just another fixed expense. That doesn't have to be the case. Lowering property taxes by negotiating a fair and equitable assessment is one of the most important steps a company can take to immediately reduce its expenses and increase its cashflow. While most firms pursue income tax strategies, far too few subject property tax assessments to the same degree of scrutiny.

Asset protection trust: Don't let lawsuits, judgments, tax liens, probate or other taxes strip the value of your property. You have worked hard and invested a lot of money in your residence and your investment properties. There are too many people who would like to take it away from you. The purpose of this trust is to allow one to have the legal title to his property held by another person, or trustee while retaining all of the rights and privileges of property ownership (the beneficial interest). The trustee acts only upon the beneficiaries direction. The property owner still retains all rights, such as the right to possession, to collect rent, mortgage the property, homestead exemption, and any other benefit he now has.

Debt restructuring: Many realestate investors have mortgages and loans on real estate for which the lender has a personal RECOURSE against the borrower if the property does not perform. Thus the personal credit and savings are at risk. These mortgages and loans can be restructured to provide complete shield or NON-RECOURSE to the borrower.

R&D Tax credits: If your company has invested time, money and resources to the advancement and improvement of your company's product or processes, then you likely qualify for the Federal R&D Tax Credit Incentive Program. However, many firms are unaware of how or even what to qualify; thus, the opportunity goes unclaimed.

Abandonment credit: An Abandonment Study can legitimately generate a windfall of depreciation for the owner of investment or owner-occupied real estate. By increasing depreciation, substantial tax reduction can be attained. An abandonment study is appropriate when it is necessary to demolish or substantially renovate tenant improvements within a building. When existing tenant improvements are demolished, the undepreciated basis for the tenant improvements can be deducted in the year in which it is realized they no longer have value or when the demolition occurs. The current owner can deduct the undepreciated cost of the tenant improvements even if the prior owner disbursed payments for the tenant improvements. The tax cut available from improvements installed by previous owner or tenant is not intuitive. An abandonment study identifies the value of the demolished or renovated property.

Risk & Loss management: Our clients, with or without a risk management department, hire us to act as their advisor and to oversee their asset and business insurances in the following areas: Property, General Liability, Workers' Compensation, Directors & Officers, Employment Practices Liability, and more.

Green building services: High energy costs, an unprecedented level of government mandates for green building, heightened demand for green construction, and improvements and better pricing for environmentally sustainable materials have many building owners, architects, and facility managers considering significant updates to save cash.

Nevada LLC: This service allows our real estate clients to take advantage of the maximum legal, privacy and anonymity benefits that can only be provided by the combination of LLC and the asset protection trust. Because of the unique benefits of the asset protection trust and the restrictions on liability provided by the LLC. We have found the ideal combination of entities that provide the greatest protection for today's property owner in all states.