Strategic Group Updated:07/2021

We work primarily with the client and their team of financial advisors, CPAs, attorneys, and bankers. Typically clients that have significant earnings or an income event, such as the sale of a business, are most interested in preservation of capital and thoughtful reinvestment of gains. Other HNW clients may have significant capital gains on an annual basis and need on-going assistance.


  • Tax Credits: Develops, consults, invests, and brokers transferable federal and state tax credits such as film, low-income housing, historic rehabilitation, renewable energy, and other programs that mitigate tax liabilities.
  • 1031 Qualified Intermediary:  Consults and serves as a qualified intermediary for a 1031 tax-free exchanges, including strategies resulting from partnerships, lease buy-backs, and other complex exchange structures.

Contact Strategic Group


Contact Strategic Group

1072 W. Peachtree Street NW
Atlanta, GA  30357
Phone: (404) 963-6657
Toll Free: (888) 800-1031

Service Area

Statewide service provider in:
  • Georgia