What We Do
Tax Strategies
Location Optimization is a strategy Opes uses with many clients in the highest State and Federal tax brackets; we believe it is a distinct advantage to incorporate this action when relevant.
Location Optimization is a strategy Opes uses with many clients in the highest State and Federal tax brackets; we believe it is a distinct advantage to incorporate this action when relevant.
Many of our clients experience significant capital gain events through the sale of company stock, sale of private company interests, or simply the sale of a highly appreciated home or rental property. We have the expertise to identify strategies and guide actions that offer both tax savings and investment diversification, such as:
1. Opportunity Zone Investments created by a 2017 tax act
2. 1031 exchanges or Delaware Statutory Trusts
3. Nevada or Delaware Incomplete Gift Non-Grantor Trusts
4. Deferred Sales Trusts
1031 Exchanges & Nevada Trusts can be useful if you have a business that you are going to sell in the near future.
Investment Management
We understand and incorporate the unique aspects of each client’s exposure across all of their assets….
Real Estate Analysis
The cost of real estate presents both significant challenges, and opportunities in managing our client’s wealth.
Financial Planning
Financial planning isn’t only about capturing financial data and projecting it into the future
