Charitable Donations

Fee Simple Real Estate

This is one of the most aggressive tax-mitigation strategies in existence, allowing you to shield up to 30% of your adjusted gross income (AGI).
This is the same allowance given when donating cash, antiquities, and art to a charity.

If you would like to learn about how to legally lower your overall tax obligation, we would like an opportunity to help educate you about the options and risks associated with these types of strategies.

 

 

 

Frontier Wealth Strategies performs a thorough due diligence review on all investment opportunities to understand the risks and rewards before sharing them with our clients. Once we have identified an appropriate opportunity, we only recommend investing after we understand your needs and values, ensuring we can match the best investment opportunity for you. 

As with all investments, there is a risk. Understanding the risk associated with an investment and your tolerance and time frame is important to us at Frontier Wealth Strategies. A discussion of the finer points of each opportunity should be thoroughly explored before investing.

Engaging with your advisor, CPA, accountant, and legal counsel is advised before making any decision

Frontier Wealth Strategies does not work on commission for any of our investment opportunities.