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IREXA Financial Services

You work hard, invest wisely and want to protect your money from excessive taxes. IREXA puts together tax-efficient, wealth management strategies that may help to cut your overall tax liabilities and get you closer to accomplishing your long-term financial goals.

IREXA works with high-income, high-net worth people who do not have effective, tax-efficient, tax-planning strategies in place by collaborating with their CPAs, Real Estate Brokers and other counsel  in 4 key areas:

1. Mitigate taxes on ordinary income.

2. Mitigate taxes on investment income.

3. Defer taxes on certain asset sales, including real estate.

4. Achieve tax-free retirement income.

In addition to real estate, IREXA uses public and private securities, and insurance.

IREXA Financial Services/Wealth Strategies offers financial strategies that are multi-disciplined by design. In order to meet comprehensive investment solutions, they find underlying issues, develop multiple options, keeping in mind timing and taxable impact of each scenario, which they then carry out based on your current goals.

They review, evaluate, plan and where applicable, find products and solutions to carry out a strategic approach to hopefully, lower your tax liability and maximize your overall after-tax earnings. IREXA takes a proactive approach to creating strategies that consider each client’s goals and objectives, risk tolerance and time horizon.

Distinct to the industry, IREXA has access to an array of Alternative Investment products for diversification that are not available to the public. These are available for direct investment by investors meeting net worth and income standards,* which include:

  • Tax Mitigation Strategies**
  • 1031 exchange properties (securitized and fee simple)
  • 721 UPREIT Exchange Properties
  • Conservation Easements
  • Energy Programs
  • Non-traded REITs
  • Tax Free Retirement Programs
  • Private Equity Funds
  • Secured Corporate Debt
  • Equipment leasing

If you think your effective tax rate is too high and would like to know if IREXA’s strategic approach makes sense for your circumstances, simply use the contact form below to connect with one of our knowledgeable professionals.

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