Tax strategy and capital gains routing for high-income earners.

OZ funds, cost segregation, ERC review, structured installment sale, capital gains strategy, and CPA referral.

Who qualifies

  • High-income W-2 and 1099 earners
  • Real estate investors with depreciation upside
  • Sellers facing large capital gains events

Capital products

  • Opportunity Zone fund
  • Cost segregation study
  • ERC review
  • Structured installment sale
  • Capital gains strategy
  • Tax liability reduction review
  • CPA / tax strategist referral

Required documents

  • Last 2 yr personal tax returns
  • Brokerage / gain schedule (if any)
  • Real estate schedule (if any)
  • Entity returns (if any)