Capital Gains Reduction & Tax Strategies
AQR Capital Management
Flex SMA Equity strategies designed to diversify, grow and preserve client wealth.
When you are looking to sell a business, commercial property or have any other Capital Gains event, Isler Wealth Management can offer solutions. Whether you would like to defer a real estate gain into another building with a 1031 exchange, setup a lifetime annuity and give to charity at the end through a charitable remainder trust, or retain the sales proceeds in a brokerage account for you to access at your discretion; we have solutions.
In the most exciting tax strategy seen in a long time, Isler Wealth Management and Buckingham Strategic Partners have partnered with AQR Capital Management (Applied Quantitative Research), to provide an alternative strategy that takes advantage of broad equity market returns while deferring capital gains and realizing capital losses where possible. AQR Capital Management was founded in 1998 and has over $10 Billion in managed assets.
