by Robert L. Boggess | Jul 12, 2018 | TAX MITIGATION
Using charitable contributions of a conservation easement, A Charitable Contribution of a Conservation Easement (CE) IRC § 170(h), may be used to mitigate taxes due to ordinary income. IRC § 170 (h) allows users to make contributions for charitable purposes that...
by Robert L. Boggess | May 10, 2018 | TAX MITIGATION
A married couple in their mid-forties approached me to have a financial analysis based on my Strategic Tax Mitigation™ protocol. Their chief concerns included: the lack of strategies they had to reduce their current taxes and to develop a better retirement income...
by Robert L. Boggess | Apr 9, 2018 | TAX MITIGATION
The Credit Tenant Loan 1031 exchange strategy focuses on the potential of obtaining the maximum cash out of a real estate transaction. It relies on a 1031 exchange, but the exchange is only a vehicle for providing cash from the sale of the relinquished property. Some...
by Robert L. Boggess | Mar 18, 2018 | TAX MITIGATION
A partnership or limited liability company (LLC) cash-out 1031 exchange occurs when one or more of the partners or members want to cash-out of the investment property to be sold instead of re-investing all of the proceeds from the sale of the relinquished property...
by Robert L. Boggess | Nov 11, 2017 | TAX MITIGATION
What if your financial advisor was always looking at your full financial picture and goals, then collaborating with your tax advisor to optimize tax savings? One of the biggest issues for high net worth individuals and small businesses is taxes. I used to be an...
by Robert L. Boggess | Jul 16, 2017 | TAX MITIGATION
At IREXA, LLC, we are not product providers, we are solution providers. We look at how we can improve tax savings with every action we advise. Real estate is one member of the non – traded alternative asset class we use to provide opportunities to reduce taxes and...