Why Pay So Much?

With the year-end in sight, I am watching my income and calculating taxes due next April.

Alongside the calculations, I am exploring strategies and investments that reduce top-line

reportable income and remove Alternative Minimum Tax while potentially providing future cash

flow.


Along with multiple tax code rules, the investment structure and asset class play a significant

role in individual taxpayers taking advantage of each item. Often structured as partnerships,

most private placements provide pass-through taxation. This mechanism allows investors to

deduct depreciation. The Internal Revenue Code codifies other transactions allowing direct

deductions on income.


Taxes should never dictate your investment decision. Any investment strategy should be able

to pass muster on its own merits. When a solid investment offering provides tax advantages,

net results (total return, reduced income tax liability, etc.) can be substantial. So, why would you

not utilize tax benefits in an already sound investment?


Securitized investments have made it easier for investors to employ tax strategies when they do

not have personal experience or time to structure the desired outcome. Advantage Wealth

Solutions remains focused on helping investors combine tax strategy and investment

opportunities. Your opportunity to create significant savings for this year expires on 31

December, so act today to keep more of what you worked for.

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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.

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