Strategic Tax Mitigation necessarily involves collaborating with clients and their CPAs to reduce taxes due to the impacts of: ordinary, passive, and portfolio income; the purchase and sale of assets, including real estate; retirement and estate planning issues. Using case studies, Bob shows how through collaboration, clients have been able to substantially reduce taxes, or redeploy after-tax dollars in ways that positively impact their wealth enhancement strategies. These strategies are replicable. Primary code sections utilized include:
IRC § 1031 Like Kind Exchange
IRC § 179 Deductions (as an investment)
IRC § 170 (h) Qualified Conservation Contributions
IRC § 7702 Life Insurance Contract
-
Familiarity with tax codes and novel methodologies that can offer tax relief to your clients.
-
How operating from a tax-efficient mindset can bring large benefits to your clients.
-
Why a thorough financial check-up is necessary and how it can potentially save your client thousands in taxes.
-
How tax professionals can directly benefit from employing these strategies.
Mary, AZ
"Bob explained some thought-provoking ways of dealing with asset/wealth protection from taxation. His explanations were concise and straightforward, prompting me to do research on some items that I think may be of help to my clients. Thanks, Bob, for an excellent presentation."
RENE, PA
"The material was well-presented and very informative. The slides were effective and worked well with the presentation. The speaker was very knowledgeable and spoke to every level of experience."
Robert, CA
"I have a small accounting/tax practice and don't currently have any clients that could benefit from the info from this webinar, but the info could be very useful, in the future."
Bethany, DE
"This was my best webinar so far. The presenter was great and very knowledgeable about the subject, clear, and kept the subject very interesting throughout the presentation."
JANIS, IN
"It was very helpful to be reminded of the strategies available. I was particularly interested in the conservation easement."
Anita, IN
"Robert Boggess was an excellent instructor and he gave a wonderful presentation. I learned valuable information. Thank you!"
Joseph, NJ
"No one knows it all: it is important to have an open mind and keep learning. Education knows no end to learning."
shigeyo, OR
"There are a few strategies that I haven't thought of before - it's time to check them out. Good presentation!"
Robert Boggess
IREXA Financial Services/Wealth Strategies
Financial Advisor
rboggess@irexa.net
(866) 596-1031
Robert L. Boggess, the CEO and Chief Strategist for IREXA Financial Services/Wealth Strategies utilizes his expertise as a Commercial Real Estate broker, a Registered Representative, a Licensed Insurance Producer, and a Registered Investment Advisor to help clients build, manage and preserve their financial wealth. As a fiduciary, Bob employs comprehensive strategies using all of his resources to develop innovative Tax Mitigation Strategies to help his clients achieve their goals and objectives. He started his career as a licensed architect and believes his approach has allowed him to come full circle; Bob considers his work financial architecture.
About Our Presenter
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.