TAX DEFERRAL &
REAL ESTATE INVESTMENTS
Are you aware of the next-level direct investments you can access as an accredited investor?
We help our clients leverage institutional quality real-estate development opportunities. LifeLong Financial Corp. offers expert tax deferral strategies and constant exploration of advanced financial planning to make the most of these investments.
We partner with CPAs, brokers, and land development attorneys seeking the most strategic deals for their clients. With the latest advancements in tax planning, we present choices that can lead to significant savings and allow resources to be directed to both preserve and optimize wealth.
Common Concerns for Real Estate Investors
How can you sell your high-valued property without paying an enormous amount in taxes? What if it’s a good time to sell but not the best time to buy real estate? Depreciation recapture, if not dealt with properly, can be one of your biggest tax burdens.
Here are some other concerns that may keep you up at night:
- Capital gains
- Landlord fatigue
- Finding the right replacement property
- 1031 timeline identification limits
- Taxability of income streams
- Active vs passive investment
Solutions
LifeLong Financial Corp works directly with commercial brokers and luxury residential brokers, as well as development attorneys in search of innovative tax deferral strategies. We offer tailored assistance to your particular needs.
We give you the flexibility you need for making tough decisions while potentially creating new tax savings and additional cash flow.
The 1031 Exchange
This tax strategy allows you to sell one investment property and reinvest that money into a new investment property while deferring capital gains taxes on it.
When applied correctly, it can enhance your buying power and provide portfolio diversification, while enabling wealth accumulation, and amplifying your estate planning opportunities.
Watch the video to learn more about demystifying the 1031 Exchange.
Demystifying the 1031 Exchange will help you make
smarter decisions about your real-estate investments.
Busted or Failed Exchange
We find alternative strategies for your unique situation. Our goal is to minimize and possibly eliminate tax impacts. And we always recommend a “plan B” option so you don’t get hit with a massive tax bill or be put in a hair-pulling dilemma.
Delaware Statutory Trust (DST)
It can be an excellent “plan A”, but it’s also a smart option to include as your “plan B” as the replacement property in a 1031 Exchange. We can help you find the DST that best suits your needs. Additionally, we have access to special Delaware Statutory Trusts with advantageous characteristics.
Fiduciary Capacity
We’re not affiliated with broker-dealers or DST-sponsored companies, so you don’t have to worry about any proprietary deal-pushing. We don’t receive a commission on these products. The client is the only beneficiary in this strategy.
LifeLong Financial Corp offers these and an array of other advanced solutions so you can beat landlord fatigue, solve your “tax allergies,” and amplify your wealth potential.
Case Studies
and Resources
Tax deferral strategies can play a pivotal role in your real estate investments. You need comprehensive and trustworthy information to help you on your financial journey.
Click the link below and you will find videos, valuable insights, success stories of those who worked with us, and other inspirational material.
