This Strategy Changed My Life

Sounds crazy - but this strategy changed my life

I was working at a multifamily office when I got exposed to tax‑aware long/short right as it was getting started.

It was obvious this was going to completely change how we (should) approach wealth management.

Then the thought occurred to me - why not build a firm that specializes in tax-aware investing?

Because once you see it, you realize:

• Real estate has incredible tax advantages
• Tax-aware hedge funds are something out of this world
• Structures like no distribution ETFs, 351 conversions, 721 exchanges, PPLI, cash balance plans, box spread loans, the list goes on

And when you layer in planning around:

• Concentrated stock
• Business sales
• Large IRAs / RMD avoidance

…you can provide obscene amounts of value to taxable families.

That’s why QFS was born.

Awesome visual from Brent Sullivan at Tax Alpha Insider.

Back to blog

Disclosure:

Quantitative Financial Strategies (“QFS”) is a registered investment advisor offering advisory services in the States of Colorado and California, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Quantitative Financial Strategies disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. QFS does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall QFS be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if QFS or a QFS authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Item added to your cart

This Strategy Changed My Life

Leave a comment

Disclosure: