Advanced Tax Strategies for High-Net-Worth Individuals
Significant Wealth Requires Sophisticated Tax Strategy
For Educational Purposes Only
Conventional tax planning falls short when managing significant wealth. Our proprietary approach integrates advanced tax mitigation structures with strategic investment vehicles—delivering solutions that traditional advisors rarely access or understand. We will work with your team to create a comprehensive wealth preservation framework tailored to your unique financial landscape.
Our high net worth clients who have implemented our Comprehensive Wealth Optimization™ strategy have achieved tax savings in excess of $500,000 annually. These sophisticated strategies go beyond conventional planning to address the unique challenges faced by individuals with significant wealth.
we have over 30 years in tax mitigation strategies
How We Protect Your Wealth
Opportunity Zones
Opportunity Zones allow investors to defer capital gains taxes until 2026 while eliminating taxes on new appreciation after a 10-year hold.
More Alternative Investments
We offer exclusive alternative investments for diversification, unavailable to the public. These options help spread risk across industries and locations.
Charitable Donations
Strategic charitable giving techniques that combine philanthropic goals with significant tax benefits through structured donations and trusts.
Bonus Depreciation
Tax Cuts and Jobs Act provision enabling accelerated depreciation on qualifying assets, potentially offsetting significant capital gains with partial investment.
1031 Exchanges
IRS Tax Code Section 1031 permits like-kind property exchanges, allowing real estate investors to defer capital gains taxes indefinitely through proper structuring.
Energy Tax Credits
Inflation Reduction Act incentives providing substantial tax benefits for investments in qualified energy projects across multiple sectors.
Get Your Free Guide Now
Unlock the Benefits of Tax Mitigation
- Understand the benefits of 1031 Exchanges, Qualified Opportunity Zones, and Bonus Depreciation.
- Leverage tax deferral opportunities to optimize savings.
- Maximize investment returns with proven strategies.
- Incorporate these tools into your investment plan for long-term success. Download our exclusive guide to learn how Opportunity Zones can reduce your tax liability!
Strategic Tax Mitigation™
With IREXA
Services
1031 Exchanges
Tax Mitigation
Bonus Depreciation
Alternative Investments
Resources
Bob's Insights
2312 East Lake Ave., E.
Seattle, WA 98102
P: (650) 823-7280
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* IREXA® Financial Services / Wealth Strategies, Great Point Capital, LLC and Abacus Insurance Advisors, LLC do not provide legal or tax advice.
**Investing has risks; performance is not guaranteed. Securities offered through Great Point Capital, LLC (GPC) (member FINRA/SIPC). Robert L. Boggess is an independent representative of Great Point Capital, LLC. IREXA® Financial Services/Wealth Strategies is not an affiliated company with the Great Point Capital, LLC or CPAAcademy.org. No offer to buy or sell securities is being made. Such offers may only be to qualified accredited investors via private placement memorandum. Neither GPC nor IREXA® are tax advisors. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Investments are not guaranteed or FDIC insured and risks may include but are not limited to complete loss of principal investment. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before investment. Changes in the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made.
Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss.
NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by IREXA® Financial Services/Wealth Strategies, Great Point Capital, LLC, or any affiliate, or partner of (“Great Point Capital”). IREXA® Financial Services/Wealth Strategies does not warrant the accuracy or completeness of the information contained herein. FINRA Broker Check: Check the background of this investment professional on FINRA BrokerCheck.