Key Speaker

A National Network of Professional Advisors

Partner with an AWM Professional

Business Meeting
JP Beach.JPG
Alternative Wealth Management Private Client Group
would like to extend an invitation for you to explore a partnership with our firm to provide sophisticated tax advantaged strategies to Accredited Investors.

Our principals average over 20 years’ experience working with alternative and tax advantaged investments;

 

having led the design, syndication and capital raise of some of the industry’s product sponsors and IRC Section 1031 exchange programs.

Today, we work directly with a network of CPAs, Enrolled Agents, Attorneys, RIAs and Financial Advisors to help their clients maximize current income while minimizing long-term tax exposure and risk.

Tax Programs Overview

The US Government offers Tax Incentive Programs through the Internal Revenue Code (IRC) which allow it to direct private sector investment.  Many such programs are Environmental, Social and Governance Responsible, with sustainable goals that include; conservation of land, development of clean energy and enrichment of underprivileged communities.

Other Internal Revenue Codes facilitate efficiency and continuity of business; such as IRC Section 1031; which allows investment real estate owners to sell property and reinvest directly into replacement property without incurring tax consequence.

We are dedicated to the spirit and purpose of these incentives and the benefits they provide; continually monitoring for tax legislation changes and new opportunities for efficient transitions of capital.  With deep industry relationships we provide access to institutional sponsors with compelling programs.

We look forward to discussing how our platform can enhance your relationships
and open new doors through a broadened range of services.
                                                                                                                                             -  Jason Pueschel, Managing Director