Sera Capital Is A Fee-Only Fiduciary That Focuses On Tax-Efficient Exit Planning
For Real Estate Investors & Entrepreneurs
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Sera Capital Is A Fee-Only Fiduciary That Focuses On Tax-Efficient Exit Planning
For Real Estate Investors & Entrepreneurs.
Featured Blog Posts
1031 Exchange Costs: Hidden Fees to Watch
While a 1031 exchange offers the average real estate investor several long-term benefits, the costs of doing a 1031 exchange must be considered. Like any …
Choosing Qualified Opportunity Zone Funds in 2023
Thanks to the multiple tax benefits offered by the US government, opportunity zone funds have received widespread attention amongst investors. Since its inception in 2017, …
What is Paydown Readvance Zero Cash Flow Investment?
What is a Paydown Readvance? Paydown/readvance is a loan structure allowing borrowers to pay down their loan balance and re-borrow the same amount. The most …
What Are the 5 Benefits of a 721 Exchange?
A 721 exchange can be an optimal choice for deferring capital gains taxes without the hindrance of a strict time frame. Additionally, 721 exchanges offer …
Section 453 Structured Installment Sale
A Structured Installment Sale is a type of tax-deferred transaction that allows businesses and individuals to sell assets while spreading the taxable gain over a …
The History of Delaware Statutory Trusts
Trusts acted as a primary method for wealthy Americans for many years to transfer properties from one generation to the next with minimal taxes and …
Understanding Deferred Sales Trust Fees: What You Need to Know
Would you rather pay capital gains taxes on a significant transaction all at once or put it on layaway and make tax payments over time …
Requirements To Form a Delaware Statutory Trust (DST)
Since the early 1900s, Delaware has been a preferred jurisdiction for business entities. Delaware is a business-friendly state because of its corporate laws, a long-standing …
Registered Investment Advisor and Fiduciary Consultants
We at Sera Capital focus on helping clients with managing money while providing investment education, investment advice, and investment management. Our registered investment advisors help individuals, couples, and industry professionals learn about investments through blogs, books, videos, newsletters, and guides to overcoming big investment obstacles. With our education preparation, our professional financial services consultants help implement, manage, monitor, review, and adjust portfolios to your situation, providing wisdom and experience in conjunction with other financial advisors and strategic partners. We have assisted hundreds of couples and individuals, giving insight on investment behavior under stressful economical situations that focuses on high return rates and staying the course. Contact our reliable registered investment advisors today at Sera Capital.
