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
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.
A Review of the Latest US Census Estimates – Where is the Population Growth?
I have been following US Census data closely since 2010. As a real estate advisor, I’d like to know which areas of the country have populations that are growing faster than the national average – I think buying in these areas gives us a better chance of success. 2023 population estimates were just released: let’s take a look at the results.
Valuation of Net Leased Properties: It’s the Cash Flow!
This month, we’ll talk about what drives value in Net Leased Properties. Many of us already know that investment real estate is valued based on the income it generates. This value is further influenced by the quality of that income.
Ground Leased Property Can Offer Better Tax Efficiency
One of the big benefits we receive from our investment real estate (including partial interest properties) is tax savings from the depreciation benefit. If we own the land our building is on, we can only depreciate our improvements’ value since land is not depreciable. With a ground lease, however, we don’t own the land. Therefore, our entire purchase price can be depreciated – for potentially substantially more tax savings!
Easier 1031 Loan Replacement with Partial Interest Properties
Hate the loan application process, but need a new loan to fulfill your 1031 Exchange requirements? Partial Interest properties come with turn-key debt that can make your replacement property purchasing process a lot simpler.
Selected Properties From Our Portfolio
