TAX STRATEGIES

If you are like several people, you built a considerable amount of your wealth in either Real Estate or owning a business. At some point, you either have or will have to decide how you want to step away from that ownership and responsibility of work but fear the issue of taxes when you want to sell. For Real Estate, you have a few options: sell and pay taxes, exchange for another like-kind property, etc.

 

But for businesses, most believe the prospects are very limiting. We believe in educating our clients on all of their options to make the most well-informed decision that best fits their situation. We will sit with them and help navigate and facilitate the execution of the strategy(s).

READY TO RETIRE RIGHT?

We're ready to help.

(831) 656-1771 (ph)

(831) 656-1775 (fax)

26364 Carmel Rancho Lane, Suite 200

Carmel-By-The-Sea, CA 93923

Certain appropriately licensed individuals of Vestus Group are registered to offer securities and investment advisory services through Forta Financial Group, Inc. ("Forta"), member FINRA/SIPC. Vestus Group is affiliated with Forta. Forta does not provide tax or legal advice.  

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Forta may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore a response to request information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Forta does not provide tax or legal advice. For additional information, please contact our compliance department at 303-694-1600.

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