Are you facing a significant capital gain or looking for ways to offset W-2 income? The right tax strategies can make a substantial difference, helping you reduce your tax burden while preserving and growing your wealth.

At SMK, we provide access to select investment vehicles designed to maximize tax efficiency, including options for tax-deferred accumulation and potential tax-free distributions.

Whether you’re looking to defer capital gains, minimize taxable income, or create long-term wealth with reduced tax liability, we can help you explore the best strategies for your situation.

Through our partnership with an Advanced Planning Consultant specializing in tax mitigation, we offer tailored solutions such as 1031 exchanges, Deferred Sales Trusts, and Pooled Income Funds, among others. These strategies can help you:

• Defer capital gains taxes while reinvesting in real estate through a 1031 exchange
• Convert a large taxable gain into a structured income stream with a Deferred Sales Trust
• Generate lifetime income while reducing tax exposure through a Pooled Income Fund

Additionally, real estate investments with significant depreciation benefits and Opportunity Zone funds may provide further tax advantages.

Schedule a call today to explore how we can implement the right tax planning strategies to help you minimize taxes and maximize your financial future.