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
Highly Leveraged “Zero Coupon” Properties to Solve 1031 Exchange Problems, Part 2
This month, we’ll discuss using Zero Coupon Properties in more traditional exchanges – as a way to cover debt requirements while buying exactly the property you want.
Highly-Leveraged “Zero Coupon” Properties to Solve 1031 Exchange Problems, Part 1
This article will stretch across 2 months, and explores highly-Leveraged “Zero Coupon” offerings as a great way to address 1031 Exchange issues caused by debt replacement requirements. This month, I’ll discuss a client who needed to buy $10 million of property with $1.5 million of equity – in order to defer (potentially forever) over $4 million of taxes.
Is More Rent Control in California’s Future?
Since California (against the expressed wishes of voters) enacted statewide rent control in 2020, new and more stringent ideas are coming out of Sacramento frequently. Is it time for a “Cal Exit” of our real estate dollars?
How to Sell Real Estate and Defer Taxes (Potentially Forever) With a 1031 Exchange
This month, we’re going “back to basics:” How investors can sell investment property and defer taxes (potentially forever) with a procedure called a 1031 Exchange.
Defer Taxes on Your Property Sale – Potentially Forever – With a 1031 Exchange
Many real estate investors sell their properties for sizable profits but encounter an unpleasant surprise when they file their taxes the following year. Capital Gains, Accumulated Depreciation, State and “Obamacare” taxes all add up to take a sizeable bite from their profits.
Have a Personal Residence with Capital Gains in Excess of Your $500,000 Exemption? You Can Also Use a 1031 Exchange in the Same Sale!
Many of my readers are familiar with the IRS Section 121 Exclusion that allows married couples a $500,000 Capital Gains exemption ($250,000 for unmarried homeowners) on the sale of their personal residence.
Selected Properties From Our Portfolio
