Legacy Private Wealth on Nov. 28 announced its formal launch as a specialized tax mitigation advisory firm in Edina, Minnesota.
The firm provides sophisticated investment and tax planning strategies for Real Estate, Business Owners and High Net Worth Investors nationally, leveraging 1031 DST Investments, Bonus Depreciation, Charitable Donations, Tax Credits, and Opportunity Zone structures, to manage active and passive income.
Founded by Dan Werry, JD, MBA, a passive income investment real estate professional with more than three decades of experience in law, taxation, and real estate finance. Legacy Private Wealth offers a multidisciplinary approach designed to assist clients in attempting to achieve tax deferral and mitigation, wealth growth, tax efficient income, and long-term estate preservation. “Effectively helping clients utilize the IRS tax code often may save $100,000’s if not hundreds of thousands annually says Werry. The primary tax mitigation incentives are focused within real estate investment and ownership including real estate professionals”.
Legacy Private Wealth’s comprehensive financial services are built around coordinated planning and tax-optimized structures, including:
- 1031 DST Investments: Access to institutionally managed passive potential income Delaware Statutory Trust (DST) offerings.
- Business & Sale Planning: Effective advance planning can enable business owners to keep more of their proceeds, with proper planning and structuring.
- Bonus and Accelerated Depreciation: Whether you are considering a 1031 Exchange alternative or are an eligible investor seeking to utilize depreciation to offset taxable income for low basis real estate or a real estate professional.
- Qualified Opportunity Zones: Financial services for investments designed to provide tax deferral on capital gains (non-real estate) such as the sale of appreciated stock, or as an alternative to a 1031 Exchange.
- Charitable Donation Strategies: Planning frameworks that incorporate tax-advantaged giving structures to meet philanthropic and tax mitigation goals for 1099 and W2 professionals.
- Equity-Out 1031 DST Structures: Portfolio strategies designed to provide liquidity while maintaining critical tax deferral benefits.
- Tax Credits: Are an effective approach to lessening your net taxes paid
The firm’s launch reflects a strategic commitment to providing investors with a deep, coordinated planning service to navigate the complexities of tax-efficient real estate ownership, from straightforward 1031 exchanges to highly complex wealth transfer and tax mitigation structures.
About Legacy Private Wealth
Legacy Private Wealth is an investment and tax strategy firm providing comprehensive tax mitigation and investment solutions to real estate, high net worth and business owners nationwide. The firm specializes in coordinated planning across various tax-efficient strategies to serve legacy-focused investors. Finally, Legacy Private Wealth is a proud member of the Federation of Exchange Accommodators (FEA).
For media inquiries or more information, visit www.legacyprivatewealth.us or call 888-410-1031.
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