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...
