Capital Gains Reduction & Tax Strategies
Tax Aware Separately Managed Account Capital Management:
Flex Separately Managed Account (SMA) Equity strategies designed to diversify, grow and preserve client wealth by reducing taxes.
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 Fidelity Investments and their partners, to provide an alternative strategy that takes advantage of broad equity market returns while deferring capital gains and realizing capital losses where possible.
