What we do

Tax Deferral & Elimination Strategies

for Owners or Beneficiaries of Land, Real Estate and Other Assets

We assist with asset transfer by exchange and/or tax deduction assets as replacements plus advise entity & asset assignment to be most financially efficient for tax and estate goals. We provide unique strategies for asset sales and estate planning to potentially reduce or eliminate taxes. Can assist to divest, merge or purchase assets for most advantageous ownership with financial and estate goal consideration for owner goals. In the business world the benefits can increase cash flow and bottom line.

 

1LessTax Pay No Tax Alternatives - Options

When Planning and Selling Any Property or Business

Summaries of Alternatives For Diversification While Saving Tax Expense

Your Own Tax Advantaged Opportunity Zones

 

   

 

Protect Income                             Reduce Tax Burden                     Protect Taxable Gains

SAVE with Tax Saving Alternatives For Asset Owners-Sellers By Following New Tax Code

with Maximum Tax Deductions & Liquid Income Real Estate - Pay No Tax Potential

 

What we do

Tax Deferral & Elimination Strategies

for Owners or Beneficiaries of Land, Real Estate and Other Assets.

We assist with asset transfer by exchange and/or tax deduction assets as replacements plus advise entity & asset assignment to be most financially efficient for tax and estate goals. We provide unique strategies for asset sales and estate planning to potentially reduce or eliminate taxes. Can assist to divest, merge or purchase assets for most advantageous ownership with financial and estate goal consideration for owner goals. In the business world the benefits can increase cash flow and bottom line.

 

 

 Newest Tax Deductions     Protect Income

 

Reduce Tax Burden    Maintain Wealth

 

 REHAB PROJECTS - ENERGY INCOME PROPERTY ACQUIRED AT ADVANTAGED PRICE

MANAGED PRODUCING OIL & GAS FIELD IMPROVEMENTS WITH INCREASING PRODUCTION VOLUME TECHNOLOGY

Acquisition Allows to Pay No Tax when selling any property - Can replace IRC 1031 Like Kind Exchange without Limitations

 

          First priority is property location, viability, income and management experience.

New and old energy tax codes combined in 2018 allows 100% deduction up to $6M for all types income

Over $6M up to 90%+ deduction - all types of income included, not as in an IRC 1031 property exchange

Amount is for any type income as gain, depreciation recapture, ordinary, and investment including dividends

As preferred energy rehab project can involve taxable gain/recapture, not necessarily original basis or cost of asset

Project accounted and managed by high integrity CPAs, experienced, formerly with large CPA entity

Client CPA has energy tax code experienced CPAs for reference to client individual tax goals

Personal plan for each client to maximize client goal; i.e. more or less current income or gain

Recorded ownership allows to sell owned income property or IRC 1031 exchange to other qualified real estate

Income has tax shelter, gain can have tax shelter carried forward 15 years

Project manager's plan is to divest in three-four years with choice to divest sooner or choose to continue in project

Request Non-Disclosure Agreement (NDA) when visiting about confidential detail

                  

 REHAB PROJECTS - COMMERCIAL INCOME PROPERTY

 REHAB PROJECTS - INCOME PROPERTY ACQUIRED AT ADVANTAGED PRICE IMPROVED FOR HIGHER INCOME

Tax Deferred for Exchange

For tax deferral the IRS Section 1031 is prominent.

Project accounted and managed by high integrity experienced property management with positive track record

Personal plan for each client to maximize client goal; i.e. more or less current income or gain

Recorded ownership allows to market or sell owned income property or IRC 1031 to qualified real estate

Income can have tax shelter, more with cost segregation. Gain can have tax shelter.

Most projects plan to divest in three-four years. Potential to divest sooner or choose to continue in project

 

LegacyChange 

Allows us to receive your appreciated asset, sell, and funnel through a third party non-profit company,

 which generates a tax deduction that solves the tax problem, plus also creates a guaranteed income stream that

over time will replace the full value of the asset. This prevents beneficiary disagreements over sale of assets

as are commonly in a trust or will.  Any or all assets are eligible.

 

For Asset Owners and Sellers Conserving With Recession Resistant and Managed Real Estate

 ZERO DEBT PROJECTS - MANAGED NEW COMMERCIAL INCOME PROPERTY - ABSOLUTE LEASE

Tax Deferred for Exchange

For tax deferral the IRC Section 1031 is prominent.  Cost segregation potential.

Project accounted and managed by high integrity experienced property management with positive track record

Higher income with 15-20 year absolute lease (no owner expenses) by major tenant for new income property

Recession resistant property category

Recorded ownership allows to market or sell owned income property or IRC 1031 to qualified real estate

Absolute lease: The renter pays all real estate taxes, all maintenance and all insurances with owner as beneficiary.

 

SALE LEASEBACK - ABSOLUTE LEASE - MANAGED

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We invite interested parties to meet and know our property managers, CPAs and rehab principals.

One can have a mediocre income property managed by experienced good managers and have success.

One can have the best property managed by poor or less integrity managers and do poorly fail.

We work with the best managers and venture partners.

To visit as venture partners we will complete non-disclosure agreements as all parties financial detail is confidential.

Request Non-Disclosure Agreement (NDA) when visiting about confidential detail

 

OPPORTUNITY ZONES

Opportunity Zones were created by the Tax Cuts and Jobs Act and are an economic development tool designed to

spur development and job creation in certain communities. Opportunity Zones provide investors with a different tax

tool than a 1031 tax deferred exchange, but can provide tax benefits if investments meet certain conditions. 

Locations can be challenging which is the reason for encouragement to consider this method.

One can learn more about the basics of Opportunity Zones here:

https://www.irs.gov/newsroom/opportunity-zones-frequently-asked-questions

  You can find Opportunity Zone resources including a map of all designated Opportunity Zones here:

https://www.cdfifund.gov/Pages/Opportunity-Zones.aspx

 

Minimum Project $100k

 

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Note: Your Personal or Business Tax Advisor is your final advisor for consultation. IRC 179-Bonus may be used.

 

Rehab & New Replacement Income Properties For Tax Planning

     

     

 Oil & Gas Tax Advantage       Tax Code Business Property        Capital Gains Tax         Other Influential 2018 IRS Code        2018 Tax Brackets

Capital Gains Tax Rates         Figuring Depreciation Recapture         IRC Depreciation and Recapture Rules         IRC 179      More 179+Bonus

  Go To Page PM     Funder -LLC Member Qualification (PM3)     1031FEC.com Main     1031FEC.com Index      www.PerpetualLegacyTrust.com

Free Consultation & Discounted Experienced Local Will, Trust & Estate Advisors

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Ken Wheeler Jr. Mobile (515) 238-9266

Real Estate & Asset Titling - Exit Strategies

Property Manager Representative

Financial Exchange Coterie    Florida International Trade Center

5654 Marquesas Circle    Sarasota, FL 34233

Phone (941) 227-3024  -  800-333-0801 -  Fax: 888-898-6009

www.linkedin.com/in/kenwheeler65/

Licensed Real Estate Broker    Advisor

Contact us for free consultation

Tax and Legal Advisors always recommended.

Thank you for visiting!

Copyright 2018  K. B. Wheeler Jr.  All rights reserved. 5