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, …
Requirements for Opportunity Zone Investments
Opportunity Zones are a relatively new concept investors have been exploring to meet their financial goals. But what are some of the requirements of Opportunity …
Opportunity Zone Fund Legal Rules: Everything You Need to Know
Navigating the Legal Landscape of Opportunity Zone Funds: What You Need to Know “Opportunity Zones,” a new economic development tool designed to spur investment in …
Finding Opportunity Zone Funds: A Comprehensive Guide
Opportunity Zone Funds in the United States Strategies for Finding the Best Opportunity Zone Funds Are you hoping to invest in a Qualified Opportunity Fund …
5 Things To Remember When Deciding To Do a 721 Exchange
721 exchanges can be the perfect alternative for real estate investors who want to defer capital gains taxes without following strict guidelines and rules. 721 …
Using DSTs for Charitable Giving: A Guide to Estate Planning
1031 Exchanges for Charitable Giving in the U.S. Leave Your Investments to Charity With a DST Leaving a legacy is a big deal to many …
Benefits of Having an Opportunity Zone Investment
Investing in Opportunity Zones can revitalize economically compromised areas and communities. These private or public partnerships allow the government to incentivize eager investors to sell …
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.
