Legacy Private Wealth Launches Comprehensive Tax Mitigation Advisory Firm

Legacy Private Wealth today announced its formal launch as a specialized tax mitigation advisory firm. The firm provides sophisticated investment and tax planning strategies for Real Estate, Business Owners and High Net Worth Investors nationally, leveraging 1031 DST Investments, Bonus Depreciation, Charitable Donations, Tax Credits, and Opportunity Zone structures, to manage active and passive income.

Founded by Dan Werry, JD, MBA, a passive income investment real estate professional with more than three decades of experience in law, taxation, and real estate finance. Legacy Private Wealth offers a multidisciplinary approach designed to assist clients in attempting to achieve tax deferral and mitigation, wealth growth, tax efficient income, and long-term estate preservation. “Effectively helping clients utilize the IRS tax code often may save $100,000’s if not hundreds of thousands annually says Werry.  The primary tax mitigation incentives are focused within real estate investment and ownership including real estate professionals”.

Legacy Private Wealth’s comprehensive financial services are built around coordinated planning and tax-optimized structures, including:

• 1031 DST Investments: Access to institutionally managed passive potential income Delaware Statutory Trust (DST) offerings.
• Business & Sale Planning: Effective advance planning can enable business owners to keep more of their proceeds, with proper planning and structuring.
• Bonus and Accelerated Depreciation: Whether you are considering a 1031 Exchange alternative or are an eligible investor seeking to utilize depreciation to offset taxable income for low basis real estate or a real estate professional.
• Qualified Opportunity Zones: Financial services for investments designed to provide tax deferral on capital gains (non-real estate) such as the sale of appreciated stock, or as an alternative to a 1031 Exchange.
• Charitable Donation Strategies: Planning frameworks that incorporate tax-advantaged giving structures to meet philanthropic and tax mitigation goals for 1099 and W2 professionals.
• Equity-Out 1031 DST Structures: Portfolio strategies designed to provide liquidity while maintaining critical tax deferral benefits.
• Tax Credits:  Are an effective approach to lessening your net taxes paid

The firm’s launch reflects a strategic commitment to providing investors with a deep, coordinated planning service to navigate the complexities of tax-efficient real estate ownership, from straightforward 1031 exchanges to highly complex wealth transfer and tax mitigation structures.

About Legacy Private Wealth

Legacy Private Wealth is an investment and tax strategy firm providing comprehensive tax mitigation and investment solutions to real estate, high net worth and business owners nationwide. The firm specializes in coordinated planning across various tax-efficient strategies to serve legacy-focused investors.

For media inquiries or more information, visit www.legacyprivatewealth.us or call 888-410-1031.

For more information on Emerson Equity, please visit FINRA’s Broker Check website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services. This is not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only.

Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

1031 Risk Disclosure:

There is no guarantee that any investment strategy will be successful or achieve its intended objectives. All real estate investments carry the potential for a decline in property value over the life of the investment. The income stream and depreciation schedule associated with any investment property may influence the property owner’s income bracket or overall tax status. In certain cases, an unfavorable tax ruling could revoke the deferral of capital gains, resulting in immediate tax liabilities. Additionally, financed real estate investments carry the inherent risk of foreclosure. These offerings are typically structured as private placements and are considered illiquid securities, with no available secondary market. Investors should also be aware that if a property unexpectedly loses tenants or suffers substantial damage, monthly cash flow distributions may be reduced or suspended altogether. Lastly, the fees and expenses incurred in connection with the transaction may reduce overall returns and could potentially outweigh the anticipated tax benefits.

Opportunity Zone Disclosures

Investing in opportunity zones is speculative. Opportunity zones are newly formed entities with no operating history. There is no assurance of investment return, property appreciation, or profits. The ability to resell the fund’s underlying investment properties or businesses is not guaranteed. Investing in opportunity zone funds may involve a higher level of risk than investing in other established real estate offerings.
Long-term investment. Opportunity zone funds have illiquid underlying investments that may not be easy to sell and the return of capital and realization of gains, if any, from an investment will generally occur only upon the partial or complete disposition or refinancing of such investments. 
Limited secondary market for redemption. Although secondary markets may provide a liquidity option in limited circumstances, the amount you will receive typically is discounted to current valuations. 

Difficult valuation assessment. The portfolio holdings in opportunity zone funds may be difficult to value because financial markets or exchanges do not usually quote or trade the holdings. As such, market prices for most of a fund’s holdings will not be readily available. 
Capital call default consequences. Meeting capital calls to provide managers with the pledged capital is a contractual obligation of each investor. Failure to meet this requirement in a timely manner could elicit significant adverse consequences, including, without limitation, the forfeiture of your interest in the fund.
Leverage. Opportunity zone funds may use leverage in connection with certain investments or participate in investments with highly leveraged capital structures. Leverage involves a high degree of financial risk and may increase the exposure of such investments to factors such as rising interest rates, downturns in the economy or deterioration in the condition of the assets underlying such investments.
Unregistered investment. As with other unregistered investments, the regulatory protections of the Investment Company Act of 1940 are not available with unregistered securities. 
Regulation. It is possible, due to tax, regulatory, or investment decisions, that a fund, or its investors, are unable to realize any tax benefits. You should evaluate the merits of the underlying investment and not solely invest in an opportunity zone fund for any potential tax advantage. 

Media Contact

Organization: Legacy Private Wealth

Contact Person: Dan Werry

Website: https://www.legacyprivatewealth.us

Email: Send Email

City: Sheridan

State: Wyoming

Country:United States

Release id:38885

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