Tax Advantaged Investing

A diagram of three circles showing you the steps needed to find tax breaks and save money when figuring what you owe or will receive in a taxation refund

Definition:  A legal method of minimizing or decreasing an investor’s taxable income and, therefore, his or her tax liability.  Tax shelters exist in the form of single investments or more commonly, investment accounts that provide favorable tax treatment.  You may find benefit from certain activities or transactions that lower taxable income.  Employer-sponsored 401(k) plans or perhaps individual retirement accounts (IRAs) come to mind most often but there are many other opportunities to consider.

The different tax strategies that are available are applicable to individuals with modest investments up to the very largest companies, both in the residential and commercial classifications.

Tax minimization (also referred to as tax avoidance) is a perfectly legal way to minimize taxable income and lower taxes payable.  A word of caution, tax authorities watch tax shelter carefully and it is always recommended to consult with experts to avoid violating provisions of the tax code that could force payment of additional taxes and penalties.

Self-Directed IRAs and §1031 Exchanges, are common methods of real estate purchase and sale transactions that put yourself in a more favorable tax position with the Internal Revenue Service.  While not tax, legal, nor investment advisors, Peak Realty Advisors is a professional real estate firm with established affiliations that can assemble an appropriate team of experts to guide their clients to a successful, cost effective, conclusion.

Contact one of Peak Realty Advisors professionals now to learn how making smart tax advantaged investments today can pay large dividends in the future.

The opinions expressed by the owners and agents of Peak Realty Advisors, LLC are published for educational and informational purposes only, and are not intended as specific investment advice or as a substitute for professional legal or tax advice. Please consult an appropriate legal or tax professional for your specific investment needs or concerns.

Peak Realty Advisors, its owners, any of its agents and affiliates disclaims any liability arising from your use of services or advice mentioned herein, including but not limited to any misunderstanding or misinterpretation of information provided here.