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MAKE  AN  IMPACT
Reduce Your Tax es!

We provide access to programs that offer pass through tax benefits, including:

Real Estate & 1031 Exchange

Environmental, Social and Governance Responsible

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Government Incentive Programs may reduce tax exposure through:

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○  A reduction of Adjusted Gross Income

○  Credits toward taxes owed

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Provisions for Business Continuity provide for:

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○  The potential for deferral or 

   elimination of capital gains taxes on the sale of real estate or other capital assets

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Choose how to spend your Tax Revenue through

environmental, social and governance (ESG) responsible programs

Congress through the Internal Revenue Code provides benefits for sustainable endeavors, as well as those that promote business continuity and economic growth.

We help identify tax incentives or credits that may reduce your tax liabilities while providing opportunities for investors to be environmental and socially responsible.

Click the Tax Targeter link to receive a free analysis of tax incentives that may be available to you

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IRC Section 1031 Exchange

Gains from the sale of investment real estate may be deferred, with a potential step up in basis for beneficiaries.

 

Obtain access to a broad range of Delaware Statutory Trusts (DSTs) that can offer diversification and passive ownership of replacement property.

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Qualified Opportunity Zone Funds

Gains from the sale of any asset may
be deferred, in addition to potential
benefits such as gains forgiveness and
exclusion of gains created by the fund.

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Real Estate Development with Conservation Options

If a conservation option is chosen, easements may provide
charitable contribution deductions
for land and mineral conservation.

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Investment Tax Credits

Development of clean energy including solar, wind, CO2 Sequester and Heat Capture technologies may provide tax credits along with depreciation allowance.

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Private Equity

Private Equity ownership of real assets can provide pass through benefits of depreciation, depletion and other deductions against income.

Real Estate & Capital Transitions

1031 Exchange Basics

Fractional Real Estate

DST Property Types and Debt

DST Estate Planning Strategies

Qualified Opportunity Funds

ESG/Sustainable Investing

Clean Energy Tax Credits

Pass Through Tax Benefits

Learn and Connect

Tax Advantaged Advisors

Education Center

Become an AWM Partner

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All securities offered through Patrick Capital Markets, LLC Member FINRA / SIPC.  Investors should review any transaction and the various tax deferred and tax exclusion strategies and structures available with their tax and legal advisors.  Alternative Wealth Management does not provide tax or legal advice to individual investors.

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The information provided in this website is for educational purposes only and does not represent an offer to purchase, acquire or engage in any transactions.  Securities discussed above would only be purchased through Private Placement Memorandum.  Securities and strategies discussed herein may be speculative and entail a high degree of risk.  Investments in Private Placements are suitable only for investors who have adequate means of providing for current needs and personal contingencies, can bear the economic risk of the investment, and have no need for liquidity.

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The following is a brief overview of some of the risks that Alternative Wealth Management deems appropriate to highlight.  It is not and is not intended to be, a summary of all the risks associated with the strategies and securities discussed herein.

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Delaware Statutory Trusts (DSTs) - DSTs are regulation D private placements that offer fractional ownership of real estate.  Investors should understand the risk factors of participating in such investments as outlined in this section in addition to the private placement memorandum; in particular real estate risks, liquidity risk, change of tax status among others.

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Real Estate Risks – Real estate risks include those of specific property issues, the economy of the geographic locations, environmental hazards, the risk of loss of tenant and other factors typically associated with a real estate investment.

 

​Change of Tax Status - IRS tax rule changes may alter or eliminate certain benefits related to current strategies.

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Performance Expectations – There is no guarantee that the investment and tax strategies discussed will elicit the optimal results.  Each taxpayer is unique.  Past performance or the results of other individuals is never an assurance of future results.

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Reduction or Elimination of Cash Flow – Investments in real estate may experience temporary or permanent disruption of cash available for distributions, such as, from a reduction in tenant payments or if the property sustains substantial damage.

 

Potential for Property Value Loss - All real estate investments have the potential to lose value during the life of the investments.

 

Impact of Fees/Expenses – There may be substantial fees paid to Sponsors, affiliates, and others, related to the strategies and securities discussed herein and such fees typically are paid regardless of the performance of the investment or strategy you seek.    Such fees and costs may impact investor returns and may outweigh any anticipated tax benefits.

 

Liquidity Risk – Private Placements are il-liquid with no secondary market.  You should consider these long-term investments regardless of your circumstances.

 

Sponsor Risk – There are substantial conflicts of interest between investors and the self-interest of the Sponsor, Master Tenant, affiliate companies and others who will profit from the private placement for their services regardless of their results.  Their decisions related to the offering and operation of the private placement is critical to the success of the private placement and the return of your investment.  The offering sponsor could take actions that might not be in the best interests of the shareholders of the private placement.  Those types of conflicts of interest could influence the decisions in the management and operation of the private placement that are contrary to the best interests of the Investors.  Investors will have no control over their decisions.

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