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These are the types of strategies that investors may hear about, but either lack the knowledge or access to actually implement them. They are designed to maximize return, and minimize tax exposure and risk.
At Breakwater Capital, through our network of business relationships, we provide access & education on advanced investment strategies for the sophisticated investor. We discover what they are trying to accomplish financially, show them what we believe to be the most efficient route, then assist them toward attempting to make those goals a reality.
IN RAISED CAPITAL
TAX-SHELTERED INCOME CURRENTLY BEING GENERATED ANNUALLY FOR CLIENTS
SAVED IN REAL ESTATE CAPITAL GAINS TAXES FOR CLIENTS AND THEIR FAMILIES
CLIENTS WITH 98% RETENTION
Our role is to match clients with investments that target the best risk-adjusted return with the least amount of time commitment, making sure they fit into an individual’s overall portfolio and goals.
We would like the opportunity to prove to you that working with a professional can be one of the most important financial decisions that you will ever make, and just a little bit of time and effort has the potential to make a huge positive impact on your life. Our main goal is to have successful, happy clients that rave about us to their inner circle. That’s how our company grows and flourishes.
As the markets continue their recovery in 2013 and beyond, investors face a more challenging tax environment. Federal capital gains taxes have increased from 15 percent to 20 percent for high-income taxpayers, passive investment income is now subject to a
EVENTS
Learn from the experts! We host educational webinars and live seminars that discuss a range of financial topics. RSVP to attend an event soon because seating is limited.
9940 Research Dr. Suite 200
Irvine, CA 92618
Real Estate / 1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; Potential for foreclosure – All financed real estate investments have potential for foreclosure; • Illiquidity –These assets are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments; Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits. Stated tax benefits – Any stated tax benefits are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.
All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future performance. There can be no guarantee that any investment or strategy will achieve its stated objectives. Speak to your tax and/or financial professional prior to investing. Securities and advisory services through Emerson Equity LLC, member FINRA and SIPC and a registered investment adviser. Emerson is not affiliated with any other entity identified herein.
