Tax Professionals, Legal Advisors &
Northland Securities1031
Northland Securities, Inc. is a full service broker dealer committed to working closely with tax professionals and legal advisors. A significant deterrent to meeting client needs is addressing the impact of taxes. Clients’ tax and legal advisors are the best resource to establish and maintain an underlying basis for tax efficient income, growth and transfer of assets.
Northland Securities does not provide tax or legal advice and fully understands that tax and legal advisors provide guidance and direction for meaningful tax efficiency. Clients’ needs for tax efficiency evolve overtime given the changes in prevailing tax rates as well as growth of net worth and income. Clients benefit from a team of professional advisors focused on tax efficient objectives that include:
Coordination of asset ownership with trusts, wills, brokerage accounts, life insurance and business interests to optimize wealth transfer via gifting, IRC 1031 exchanges or estate planning.
Coordination of beneficiary designations, including contingent beneficiary designations, with asset ownership and wealth transfer objectives to provide continuity and tax efficiency.
Coordination of buy/sell activity for investment portfolios or business interests to provide guidance and direction regarding when to execute buy/sell transactions as well as to identify the impact of the applicable gain/loss over basis.
Coordination of retirement income planning among clients’ qualified accounts, non-qualified brokerage accounts, business interests, defined benefit plans and life insurance to maximize retirement income and wealth transfer objectives.
Clients’ family members, bankers, realtors, life insurance agents, and business associates are important advisors. Northland Securities understands that tax and legal professionals are the key advisors as clients’ retirement income, growth and transfer objectives are addressed.
Northland Securities,1031. is committed to working closely with tax and legal advisors as consideration is given to an IRC 1031 exchange. With a full array of Tenants-In-Common sponsors, properties and third party due diligence, we look forward to working with you.
For additional information regarding IRC 1031 Exchange services please contact NorthlandSecurities1031 at:
E-mail:info@Northland Securities1031.com
Or Call:612.851.5975 or 877.851.1031