Tax Advantaged Investing
299
page-template,page-template-full_width,page-template-full_width-php,page,page-id-299,bridge-core-1.0.4,ajax_fade,page_not_loaded,,qode_grid_1300,footer_responsive_adv,qode-content-sidebar-responsive,qode-theme-ver-18.0.9,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-5.7,vc_responsive
 

Tax Advantaged Investing

UNIQUE ACCESS TO ALTERNATIVE INVESTMENTS

Our unique access to Alternative Investments offers you access to tax advantaged investments that can help preserve and grow your wealth. With a goal of reducing your overall tax liability, we work hand in hand with your tax professionals to develop an investment portfolio that works just for you.

OUR GOALS ARE CLEAR

With taxes impacting every aspect of your portfolio, we spend time looking at mitigating taxes on:

  • Ordinary Income

  • Investment Income

  • Retirement Income

  • Tax Deferral of Real Estate & Other Assets

  • Estate Planning & Death Tax Implications

Success through Collaboration

Our relationships with your Tax Professionals, Commercial Real Estate Brokers, and Estate Planning Attorneys is a key approach to our investment strategy for you. A unique aspect of our firm is that we have relationships with CPAs and tax advisors to help you with your tax needs. All your financial professionals work toward a single goal: wealth preservation for you. Investing and tax-planning should go hand-in-hand.

Mark Reinstein, Premium 72 Capital, and Cabot Lodge Securities LLC,  do not provide legal or tax advice.