Tax-advantaged alternative investments
Complex planning topics deserve plain-language education.
We help investors understand investment structures, risks, fees, liquidity, and the questions to discuss with their own qualified professionals. Any securities recommendation is made by Tim Schmitt in his capacity as a registered representative through Quincy Wells Capital, LLC.
Potential tax benefits depend on applicable requirements and individual circumstances, are not guaranteed, and should be evaluated with your own qualified tax professional.
Start with the questions, not the product.
These educational topics provide a starting point for a more focused conversation.
1031 Exchanges and DSTs
Education around replacement-property options, exchange timelines, liquidity, investment risks, and coordination with your own qualified tax and legal professionals.
Opportunity Zones
General education around eligible gains, holding periods, qualified opportunity funds, and coordination with tax and legal professionals.
Private Offerings and Other Alternatives
Plain-language discussion of structure, risks, fees, liquidity, sponsor information, and investor-specific considerations.
Energy and Mineral Rights
Education around energy and mineral rights private-market structures, income considerations, tax characteristics, sponsor information, and investment risks.
Business Owner Education
Education on investment considerations related to liquidity events, sale proceeds, succession, and year-end planning, with tax, legal, and financial-planning advice provided by your own qualified professionals.
Professional Coordination
Educational conversations that encourage coordination with your own CPA, attorney, and other qualified professionals before next steps.
These topics are educational in nature. They are not recommendations, offers, or tax, legal, accounting, or investment advice. Applicability depends on investor profile, objectives, timing, risk tolerance, and professional review. Potential tax benefits depend on applicable requirements and individual circumstances, are not guaranteed, and should be evaluated with your own qualified tax professional.
A strategy should fit the broader plan.
Alternative investments involve risks such as illiquidity, loss of principal, leverage, and complex tax rules. They are typically available only to accredited investors and may not be suitable for all situations. Tim’s investor-specific evaluation is conducted in his capacity as a registered representative through Quincy Wells Capital, LLC.
Quincy Wells Capital, LLC is responsible for product review and approval. Tim Schmitt separately evaluates a potential securities recommendation for the individual investor in his capacity as a registered representative through the firm. Neither product review and approval nor investor-specific evaluation eliminates investment risk.
The services described here do not include comprehensive financial planning, tax advice, or investment advisory services. Consult your own qualified professionals for tax, legal, accounting, and financial-planning advice.