Landlord Tax Shelters

Landlords Sell & Avoid Taxes

-Tax Shelters-

(For Accredited Investors Only)*

Please note that the above is a true story of Marc Lescarret's interaction with a prospect who is in the process of becoming a client. The prospect's name has been changed to protect their privacy. If we win repeat business, he will be grandfathered into our preferred pricing model.


Gain Access To Passive Real Estate With 1031 Exchange Tax Benefits

-Delay, Diversify & Gain Tax Advantaged Income-



 Delay Taxes Until They Disappear

-Gain Access To New Tax-Free Income-


Passive Real Estate Not Your Primary Choice?

More than 60% of 1031 Exchanges

Fail


-Use Us As A Backup To Protect Your Wealth-


You may go from passive to active management again.

According to echelonbizdev.com, more than 60% of 1031 exchanges fail each year.

If you use us as a backup, time is of the essence so anything under ten days notice  (which starts when our paperwork is signed) would be unreasonable.

This service is for accredited investors only see the explanation below*


Defer, Mitigate & Even Eliminate Taxes

When You Sell Your Investment Property


With our one-time planning fee you:

  • Gain access to passively managed real estate property
  • Utilize the 1031 exchange process to avoid taxes
  • Work with fiduciary Learn The Difference>>
  • Diversify your concentrated real estate exposure
  • Generate new tax preferential rental income
  • Make your estate more portable for legacy planning
  • Some solutions may provide future liquidity
  • Benefit from refunded or waived commissions
  • No products ever pay us a commission
  • This makes us the most affordable option
  • This may help reduce your risk since we do not have the incentive to steer you toward the highest commission product.


Investment clients receive an extra discount for this service. Learn More >>


Ask us about the forever solution, which shelters taxes through a 721 exchange.


Sponsors: We use the largest sponsors with a history or preserving and growing assets.


 Not A Landlord But Have A Capital Gain Tax Bill?

Click here to learn more>>

Disclosures:


Some investments receive benefits through the IRS that can completely eliminate capital gain taxes if followed accordingly. Other methods for tax elimination may involve careful planning with the aid of Marc Alan Wealth Management and the careful review of your accountant and lawyer.  Elimination of gains could be impacted by changes in future tax laws or poor execution. Marc Alan Wealth Management is not an accountant or a lawyer and highly recommends you seek the aid of one. Each circumstance may be different.


We Are Not A Broker Or Fee-Based

Which May Help

-You Get The Best Deal In The Marketplace-

And Even

-Reduce Your Risks-

You Aren't Being Guided Into A Product Just Because It Pays A Nice Commission.

-Our Interests Are Aligned With Yours- 

About Us>>>

*These solutions are only available to Accredited Investors,


The SEC defines an accredited investor as either:


1. An individual with gross income exceeding $200,000 in each of the two most recent years or joint income with a spouse or partner exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.


2. A person whose individual net worth, or joint net worth with that person's spouse or partner, exceeds $1,000,000, excluding the person's primary residence.


Quoted In The Media


May 2, 2024  usatoday.com

Article (Best passive income ideas for 2024)


“One of the biggest benefits of real estate are the tax advantages,” said Marc Alan Lescarret, owner and founder of Marc Alan Wealth Management."


Lets Fix Your Real Estate Problem

Before it finds you & your family

"People ask me why I am so enthusiastic all the time

My answer, I am teaching virtually every prospect I encounter concepts they never knew existed. Without our conversation they would have sabotaged their wealth for generations."


Marc Lescarret, CFP(R)

Owner Marc Alan Wealth Management


Marc Alan Wealth Management 

Fee-Only

Registered Investment Advisor Firm

Disclosures:


Information provided is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product.


No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of the Advisor’s investment services are disclosed in the publicly available Form ADV Part 2A.


Some investments are illiquid and may require a hold period beyond ten years; reach out for further details.


Although this material is based upon Information the Advisor considers reliable and endeavors to keep current, the Advisor does not assure that this material is accurate, current, or complete, and it should not be relied upon as such.


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