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.
Services:
- 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
#78646
Atlanta, GA 30357
Phone: (404) 963-6657
Toll Free: (888) 800-1031
Service Area
Statewide service provider in:
