1031 REAL ESTATE PRO

We work closely with our clients to not only understand their goals, objectives and risk tolerance but, we take it one step further. When it comes to advanced tax planning, we remove the complexity surrounding DSTs and QOZs and simplify it so our Clients can make an informed and educated decision. Whether it's a 1031 Exchange of Real Estate, a Qualified Opportunity Zone to transfer highly appreciated assets, for example; Stocks, Art Work, Car or Coin Collections or your Family Business…. we seek to help clients utilize and maximize the current tax codes to their benefit... Established to support industry professionals and their clients when executing the sale of investment real estate. A Smarter 1031 Exchange TM provides the framework for a streamline client experience and transaction process. As Fiduciary's our goal is to support our Professional partners through advanced client-focused tax and risk consulting that seeks to defer, reduce, and even eliminate taxation to the client..