Tax-Advantaged Strategies

We Use Some of the Most Innovative & Advanced Methods
to Maximize Your Tax Benefit Opportunities

We Want to Help Determine & Establish the BEST Tax Reduction Strategies for YOU

We help our clients Defer, Reduce or even Eliminate Capital Gains and/or Income Taxes when selling investments, real estate or businesses.
- Are you in the process of selling your business or real estate?
- Are you concerned about the size of your bill and how much money will go to the government?
We Can Help!

If you're looking for access to large diversified portfolios of income-producing commercial real estate and commercial real estate loans while enjoying significant tax benefits, then we have the structure for you!

Consider the following benefits and product innovations:

- Reduction & Elimination Of Fees to preserve more capital for investment.
​- Full Transparency by providing quarterly net asset values (NAV's).
- Sponsor-Provided Financial Support to help drive overall performance with investor interests.

Interested in Learning More?

1031 Exchanges

A tax-advantaged vehicle used to sell existing real estate holdings

A 1031 Exchange is a tax planning strategy involving an investment property swap, which allows investors to sell an existing property and defer the payment of capital gains taxes and other transaction-related costs. The name for the 1031 Exchange comes from the IRS Code Section 1031.

Delaware Statutory Trusts (DSTs) provide a turn-key solution for completing that exchange for individuals who may not have the time, energy or real estate expertise to find and/or manage a replacement property.

Key Points for a 1031 Exchange:
  • Property swaps that are held for business or investment purposes.
  • Per IRS Code, properties must be considered "like kind" for capital gains to be deferred.
  • There is no limit on how many times or how frequently you can do a 1031 Exchange.
  • ​These rules can apply to a former primary residence, but some conditions apply.

Opportunity Zone Investment Programs

A new investment approach yielding major tax incentives

In 2017, the Tax Cuts and Jobs Act (TCJA) created a new section of the tax code that provides tax incentives for investments in targeted areas of the United States (known as Opportunity Zones) through investment vehicles called Opportunity Funds.

Opportunity Zone investments were created to provide long-term private investments in low-income rural and urban communities by providing massive tax benefits to investors, intended to bring about economic growth and cultural retainment in geographic areas that have been affected by years of economic neglect and distress.

By investing into an Opportunity Fund, investors can defer and reduce their existing capital gains tax liability from a sale of a prior investment (stocks, bonds, real estate, business, art, etc.) while also eliminating future capital gains tax on returns earned from the Opportunity Fund.

Key Benefits for Opportunity Zone Investments:
  • Deferral of taxes on previously earned capital gains.
  • Step-up basis of previously earned capital gains invested.
  • Permanent exclusion of taxable income on new gains.

Other Private Placements

Invest directly in privately held real estate

Private placements allow accredited investors to participate in unique real estate investments not offered to most investors.

Each deal offers a different risk-return profile and varies in nature between Core, Value-add and Opportunistic commercial real estate investment strategies. In addition, some strategies may include significant tax benefits.

Learn More About Opportunity Zone Programs:

Ready To Reduce Taxes On Capital Gains And Income?

IRC Section 453

Installment Sales and Deferred Sales Trusts

IRC Section 453 regulates what’s known as an Installment Sale, which allows for partial deferments of Capital Gains towards future taxation years for up to 30 years.

There are many ways to structure an Installment Sale, and it can be a highly valuable asset when looking to retain your current income level tax bracket or are wanting to pay your Capital Gains in installments spread out through many years.

Unique IRC 453-based structures are utilized to achieve capital gain tax deferral and potentially estate tax relief for clients. The Deferred Sales Trust (DST) is a specialized type of Installment Sale under IRC Section 453. Offering diversification and liquidity, Deferred Sales Trusts have a long track record of success and have withstood scrutiny from both the IRS and FINRA.

Successful use of these structures require a team of experienced professionals whose collaboration is critical to its success.

Primary Installment Sale Benefits:
  • Lower capital gain tax rate.
  • Maintain income level.
  • Structure tax liability over time.

For help keeping more of your money and getting the most out of your investment returns, book your free call with our office today!

About Us

Matt Chancey works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the clients unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client's make, but how they keep more of it.
  • Increase Net Worth Through Tax Savings
  • Leverage Key Capital Gains Strategies
  • Defer, Reduce, or Eliminate Taxes
Securities offered through Dempsey Lord Smith, LLC Member FINRA/SIPC
Advisory services offered through Dempsey Lord Smith, LLC
MATT CHANCEY, CFP® / MICEL FINANCIAL © 2020. All Rights Reserved
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