877.866.1031

  • Home

  • 1031 Exchanges

    • What is a §1031 Exchange
    • Reasons for a 1031
    • Replacement Property
  • Investments

    • Delaware Statutory Trusts (DSTs)
    • Real Estate Investment Trusts (REITs)
    • Real Estate Funds
    • Private Equity
    • Private Debt
  • About Us

    • Due Diligence and Investment Review
    • Knowledge Center
    • Who Are We
  • Events

  • Contact

  • More

    Use tab to navigate through the menu items.
    • All Posts
    • Delaware Statutory Trust
    • 1031 Exchange
    • Real Estate
    • Private Equity
    • Private Debt
    • Estate Planning
    • Increase Income
    • Enhance Returns
    • Reduce Correlations
    • Tax Deferral
    • Wealth Transfer
    • Untitled Category
    • Portfolio Diversification
    • Passive Ownership
    • Due Diligence
    • Capital Preservation
    Search
    All the Gain (Without the Pain)
    • Dec 15, 2020
    • 1 min

    All the Gain (Without the Pain)

    You might remember Jane Fonda's aerobics videos on VHS or Betamax from the 1980s. She would often use the phrase, "No Pain, No Gain," to...
    18 views
    Control What You Can Control
    • Oct 15, 2020
    • 2 min

    Control What You Can Control

    If a company you invest in is part of M&A activity, you might see a substantial gain overnight You can still control your tax liabilities.
    29 views
    Mix & Match
    • Oct 14, 2020
    • 1 min

    Mix & Match

    A comprehensive approach to tax management could include evaluating how strategies can work together.
    27 views
    Don't Get the "Boot"!
    • Oct 31, 2018
    • 2 min

    Don't Get the "Boot"!

    The term “boot” is not used in the Internal Revenue Code or the Regulations but, is commonly used in discussing the tax consequences of a...
    44 views

    PO Box 1031, Windham, NH 03087

    24 Mitchell Pond Rd, Windham, NH 03087

    877.866.1031

    • LinkedIn Social Icon

    Check the background of your financial professional on FINRA’s Brokercheck.

    ​

    The content is developed from sources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.

     

    This is neither an offer to sell nor solicitation of an offer to buy any securities. Offering facts and terms are controlled by a sponsor’s final Private Placement Memorandum (or prospectus). All investments and tax strategies have risks, including the possible loss of principal in many cases. Always review the offering document for a more thorough discussion of risks, expenses, and limitations. Certain investments discussed on this site are illiquid  and  generally cannot be sold readily on the open market. If you need to sell an asset to raise money quickly, you may not be able to do so.  Other investments are only available to accredited investors; the Security and Exchange Commission defines an accredited investor as an individual with either $1 million in net worth (all assets, excluding primary residence, less all liabilities) or net income for the last two years of $200,000 or greater ($300,000 if married) with a reasonable expectation of such earnings in the current year.

    ​

    Past performance and/or forward statements are never an assurance of future results. Advisory Group Equity Services, ltd., its affiliated companies, and its representatives do not give tax, legal or accounting advice; nothing herein should be construed as such.

    ​

    Securities Offered Through: Advisory Group Equity Services, Ltd., Member FINRA/SIPC/MSRB 

    Advisory services offered by Trust Advisory Group, Ltd., a Registered Investment Advisor, 444 Washington St., Suite 407, Woburn, MA 01801  781.933.6100 

    ​

    This site is intended for residents of the following states: CT, FL, MA, NH, NJ, NY, VT and VA.