Turn Tax Strategies Into Investment Opportunities

Discover strategies designed to help accredited investors manage taxes and enhance portfolio potential—tailored to your unique financial goals.

Facing Costly Tax Challenges?

Tax obligations can take a significant toll on investment returns, potentially reducing long-term growth and financial stability. Without a strategic approach, investors may face substantial tax liabilities that could have been managed more efficiently. Are you preparing to sell an investment property and concerned about capital gains? Looking for ways to reinvest while preserving more of your wealth? Have you accumulated substantial unrealized gains and want to explore tax deferral options?

If you’re navigating complex tax implications, the right investment strategies might help mitigate burdens and optimize your financial outcomes.

Exploring tax-advantaged investment strategies might provide opportunities to defer, reduce, or optimize tax obligations in alignment with your financial goals. Having the right guidance is key to navigating these complexities.

Solutions for Managing Tax Challenges

Understand your situation and explore our strategies to help manage your tax responsibilities.

Selling an investment property to defer to capital gains tax.

Selling a business or investment to defer capital gains tax.

Seeking to reduce passive income, such as rental income.

Seeking to reduce ordinary income tax liability.

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DST

Can be used as a like-kind replacement in a 1031 Exchange to defer capital gains taxes.

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QOF

Can be used to defer capital gains taxes by reinvesting in designated Opportunity Zones, with potential reductions and tax-free growth if held for 10 years.

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RETC

Can be used to purchase renewable energy tax credits, which may help reduce federal tax obligations.

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O&G

Could deduct up to 100% of intangible drilling cost in the first year, significantly reducing taxable income.

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How Tax-Advantaged Investments
Might Support Your Portfolio

Tax Deferral

Might allow for delayed tax obligations, preserving liquidity for future investments.

Tax Optimization

Possibly reduce taxable income through strategic investment structures.

Long-Term Growth

May provide opportunities designed for sustained financial stability.

Schedule Your Investment Consultation

Connect with an expert to explore investment strategies tailored to your goals. Schedule a call to discover how these strategies might enhance your portfolio.

Have A Question?

Empowering Your Financial Journey

Gain knowledges that help you make smarter decisions.

Disclaimer:
Unless indicated otherwise all securities offerings are made through ST Global Markets USA LLC, a broker-dealer registered with the SEC and Member of FINRA and SIPC. This communication is for informational purposes only, is not an offer, solicitation, recommendation or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as legal, investment or tax advice or as a confirmation of any transaction. Prospective investors should inform themselves and seek their own independent legal, tax, financial or any other advice and take the appropriate advice as to any applicable legal requirements and applicable taxation and exchange control regulations in the countries of their citizenship, residence or domicile before engaging in any investing activity. For risks of private placements, please read the Important Information. Client examples are hypothetical and for illustration purposes only. Individual results may vary. Key Considerations: (1) Please refer to the Private Placement Memorandum (PPM) of the specific investment (2) Investors should be aware that income distribution is not guaranteed and is subject to change based on various factors including market conditions, and cash availability. Please refer to PPM of the specific investment. (3) The rates are different for each investment and should not be construed as a guarantee as the actual distribution rate may vary based on the performance of the investment. (4) The minimum investment amounts are hypothetical and may vary based on specific investment opportunities.
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Do you prefer to invest for growth or income?

Growth Investment -has the goal of increasing the value of an investor’s portfolio.

Income Investment- has the goal of providing regular income on a quarterly or monthly basis.

Are You Sophisticated?

do you have the ability and/or resources to conduct DD

Are You Accredited?

the fact of being officially recognized, accepted, or approved of, or the act of officially recognizing, accepting, or approving of something: