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From Purchase to Tax Strategy: How We Help Investors

In this follow-up Wealth Workshop, we’ll take you behind the scenes of how SDIRA Wealth helps clients evaluate, coordinate and execute a cost segregation strategy after purchasing an investment property. We’ll walk through the process from closing to completion and explain how the investor, Wealth Strategy Advisor, CPA and cost segregation specialist work together.

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September 17

Cost Segregation 101: How Real Estate Investors Can Accelerate Depreciation