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2023

CASE STUDIES

Business Owner & Corporate Executive

From exploring Opportunity Zones to understanding the benefits of Intangible Drilling Cost (IDC) deductions, we have the resources to provide you with tax savings on all sources of income as well as diversification from your market-driven investments.

Are you looking to sell a highly appreciated asset? Our detailed case study provides the insights you need to navigate the capital gains tax landscape. Opportunity Zones offer significant tax benefits and can be a powerful vehicle for growing your wealth. You'll gain the knowledge to better understand the potential that exists in these investments and how they can benefit you.

Simultaneously, understanding IDC deductions can be a game-changer for your tax planning and investment strategy. Our case study outlines the benefits and how you can leverage them to mitigate taxation on any source of income (W-2 included) in addition to creating a passive income stream.

Knowledge is power - especially when it comes to managing your finances. Navigating taxes can feel overwhelming. Discover what these investment strategies could mean for you and learn how to keep your assets on your balance sheet and off of the IRS’.

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FINRA's BrokerCheck 

Shaun Eck is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Quantus Group LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

 

CoastalOne is a trade name used by Coastal Equities, Inc. and its affiliate Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Quantus Group LLC. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, and investment advisory services are offered through Coastal Investment Advisors, Inc.

, co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801.

© 2023 QUANTUS.GROUP. Proudly created by 773DESIGNS

Check The Background of your Financial Professional on
FINRA's BrokerCheck 

Shaun Eck is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Quantus Group LLC. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

 

Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. 

© 2024 QUANTUS.GROUP. Proudly created by 773DESIGNS

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