We focus on analyzing and offering tax-advantaged investment programs, where appropriate, to accredited1 high-net-worth investors.

The United States has complex tax codes with high potential obligations.  These high tax obligations can potentially have a negative impact on your investment results if proper planning is not done.  An excessive “tax drain” may negatively impact your investment performance through the reduction of your investment principal and/or effective income.

At Specialized Wealth Management, we choose to specialize in working with our clients to pursue capital preservation and wealth accumulation through proper tax strategies.  We collaborate with our clients and their tax professionals to design and recommend appropriate tax strategies. (Read full disclaimer here)

We Specialize in tax-advantaged investments that offer the potential for:

  • Immediate Tax Write-Offs
  • Tax Sheltered Income
  • Tax Deferral (as with a Section 1031 Exchange)

Strict timing limitations exist.  Specifically; if a 1031 exchange transaction is not properly constructed and executed in a timely manner, an investor may lose all tax benefits of such transaction, including the deferral of depreciation recapture.  The relinquished property must be a qualifying property (i.e., like-kind replacement property).  A Qualified Intermediary, as an independent third party, is needed to facilitate a 1031 exchange transaction and hold sales proceeds on behalf of the investor.

We offer the following in pursuit of our clients’ goals:

  • 1031 Exchange Replacement Properties
  • 1033 (Eminent Domain) Exchanges
  • Single or Multiple Property Investments
  • Tax Saving Investments using Tax Mitigation Strategies
  • Private Real Estate Investment Trusts (REITs)
  • Energy Investments
  • Equipment Leasing Programs
  • Private Equity Funds
  • Land or Development Programs
  • Tax Credits
  • Educational Seminars
  • Retirement Accounts/Savings/Planning

1An Accredited Investor has a net worth of $1 Million excluding the equity in their primary residence or annual income of $200,000 individually/$300,000 jointly.