Serving Your Financial Needs With a Focus on using Hard Assets in an Attempt to Ease Your Tax Burden
Chris Miller | Managing Director at Specialized Wealth Management
At Specialized Wealth Management, we work with our clients to pursue wealth accumulation and capital preservation through the use of tax mitigation strategies. We are experts at using the 1031 Exchange to help our clients defer taxes by purchasing DST and/or NNN Leased properties.
Services
We focus on analyzing and offering tax-advantaged investment programs, where appropriate, to accredited1 high-net-worth investors.
At Specialized Wealth Management, we choose to specialize in working with our clients to pursue capital preservation and wealth accumulation through proper tax strategies.
About Chris Miller
Christopher Miller is a Managing Director with Specialized Wealth Management and specializes in tax-advantaged investments including 1031 replacement.
Chris’ extensive real estate experience includes work in commercial appraisal, in institutional acquisitions for a national real estate syndicator and over two decades as a real estate investment advisor.
Original Articles that Appeared in
Apartment Management Magazine
Ease Big Tax Bills from Real Estate Sales or Income Using Bonus Depreciation
Using The Service Station Deduction To Shelter Capital Gains And Accumulated Depreciation Taxes From Investment Real Estate Sold Without A 1031 Exchange
Accelerate Your Real Estate Benefits With Accelerated Depreciation
Most of my clients are buying income producing real estate and, at the same time, buying what the IRS calls more depreciable basis that can better defer (potentially forever) taxes on their real estate income.
Use Combo Exchanges to Save Taxes
Sometimes meeting leverage requirements in a 1031 Exchange can be challenging. This month, I’ll talk about how we can, through a “combo exchange” mix higher and lower-leveraged properties together to meet IRS requirements and achieve our clients’ goals.
Have Two Properties Closing Close Together? Combining 1031 Exchange Accounts
Many of my clients own multiple properties, and it’s not uncommon for them to sell at about the same time. When this happens, we will combine their 1031 Exchange Accounts. There can be many benefits to doing so, as this article examines.
Increase Value of Net Leased Properties by Enhancing Tenant Credit
Net Leased Properties are valued according to the amount of income they provide, the length of their leases, and the financial strength of their tenants. We can increase value in such properties by improving any of these three metrics. This month, we’ll discuss how to enhance tenant credit.
What is the “Pain Factor” of Your Investments?
Real Estate investments can potentially generate more work, worry, trouble or pain for their owners. What is the “Pain Factor” of your real estate investments, and can we lessen that by exchanging into different properties?
Selected Properties From Our Portfolio
