Going Beyond the 1031 Exchange: Innovative Real Estate Tax Strategies

While the 1031 exchange is a well-known method for deferring capital gains taxes in real estate transactions, there are numerous other advanced strategies that can help investors optimize their tax situation and maximize returns.

Sophisticated Business Structuring for Optimal Tax Efficiency

Selecting the right business structure and periodically reassessing it can be key to optimizing tax efficiency and enhancing wealth accumulation.

Advanced Strategies to Protect Entrepreneurial Wealth

Whether it’s protecting against the unforeseen consequences of a sudden disability, ensuring continuity through a robust succession plan, or safeguarding your personal assets from business liabilities, strategic de-risking is essential to sustaining your success.

Our Latest News and Resources

Business Edge: July 2025

This month’s Business Edge report highlights the latest economic indicators, from payroll gains to shifting sector activity, and what they may mean for your business strategy moving forward.

Why Life Insurance for Family Offices Shouldn’t Be Overlooked

Life insurance for family offices is often overlooked, yet it may offer essential benefits for ultra-high-net-worth families. Discover how integrating life insurance into your broader wealth strategy could help reduce estate taxes, preserve assets, and support long-term legacy goals.

Tired of Managing Wealth Like a Second Job?

Physician financial burnout is real. Discover how holistic wealth planning can help you reclaim time, reduce stress, and protect your future.

The Real Risk May Not Be the Market. It Could Be Your Estate Plan.

Market volatility gets a lot of attention, but the greater threat to your legacy may be much quieter. If your estate plan hasn’t been reviewed in years, you could be facing tax exposure, outdated structures, or unintended outcomes. Discover why your estate plan risk deserves a closer look.

Get in Touch with Us

2911 Tennyson Avenue #301
Eugene, OR 97408

wealth@finleydavis.com

(541) 342-2224

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Investment Advisory Services offered through RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth (“RiskBridge”) (RB) or Lion Street Advisors, LLC (LSA), registered investment advisers with the SEC. Registration does not imply a certain level of skill or training. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC, through Finley Davis Financial Group, Inc. (FDFG). RB and FDFG are not affiliated with LSA or LSF.

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Category: Business Strategy