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Real Estate Investors • Entrepreneurs
Tax Efficient Exit Planning
Sera Capital Is A Fee-Only Fiduciary
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Expert Exit Planning for Real Estate, Businesses, and More
We work with individuals and as independent fiduciaries, are not beholden to any institution or product sponsor for our client solutions. Our solutions come in many forms and include the following and often include some combination of the following.
Uncover tailored solutions for tax-efficient retirement and exit planning.
Our experts are ready to guide you.
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or Call Us at (443) 332-1031
Our Blog
Explore our expert articles for informed decision-making
October 14, 2024
8 Common Investment Mistakes and How To Avoid Them
Dive into our comprehensive walkthrough of the most common investment mistakes and how to easily avoid them so you can start investing wisely today.
September 25, 2024
4 Methods To Defer or Reduce Capital Gains Tax
Explore all the effective methods to defer or reduce capital gains tax so that you can take control of your financial future and build an effective strategy.
August 30, 2024
What Communication Should You Expect From a DST Advisor?
Working with Delaware statutory trust (DST) advisors should be a rewarding experience, but finding the right advisor requires learning about what they can do. For instance, what kind […]
August 15, 2024
Essential Investment Terms You Should Know
Familiarize yourself with the essential investment terms you should know so that you can more easily navigate topics such as 1031 exchanges and tax deferrals.
August 9, 2024
How 721 Exchange Advisors Assist With Property Selection
Take a comprehensive look at how 721 exchange advisors assist with property selection so you can talk to an expert about making the right investment today.
Registered Investment Advisor
and Fiduciary Consultants
Sera Capital is a wealth management consulting firm that specializes in tax-efficient exit strategies. Business owners, real estate investors, and developers can talk to our registered investment advisors to find the best solutions available.
We have two simple mottos that we follow with every client:
- We help landlords and business owners exit tax efficiently.
- When you want out, call us in.
The registered investment advisors at Sera Capital can help you examine various solutions, such as Delaware Statuary Trusts, Opportunity Zone Funds, 1031 Exchanges, 721 UPREITS, and Section 453 Installment Sales.
You don’t have to look any further for the perfect strategy.
Contact the registered financial advisors at Sera Capital to consult with an expert today.
