Tax Deferral Strategy
Sutter employs a comprehensive and consultative approach to Wealth Management. We work with you to customize goals specific to your needs. We don’t take a “cookie cutter” approach like many of the larger firms. Each of our clients is like part of our family so we spend considerable time reviewing your current situation and build a plan specific to you and your goals.
The Sutter Wealth Management Difference
Tax Deferral Strategy
DELAWARE STATUTORY TRUST (DST)
A Delaware Statutory Trust (DST) is a tax deferral strategy that allows individuals to pool their resources and invest in real estate. This type of trust is often used in 1031 exchanges to defer capital gains taxes on the sale of investment properties. Reach out to us and our expert team will work with you to execute the strategy for DST tax deferral solutions that works best for your situation.
DEFERRED SALES TRUST
A Deferred Sales Trust allows real estate investors to defer capital gains taxes on the sale of their investment properties. The investor sells the property to a third-party trustee who holds the proceeds in a trust for the investor’s benefit. The investor can receive periodic payments or use the funds for other investments until the capital gains tax is due. Contact us for a free tax savings analysis.
OTHER TAX STRATEGIES
At Sutter Wealth Management, we excel in optimizing tax strategies, with specialized experience in sectors like oil and gas and Qualified Opportunity Zones (QOZs). Our seasoned financial experts are dedicated to maximizing your investments while minimizing tax liabilities. Choose us for personalized service, insightful advice, and a commitment to turning your financial goals into reality.
Matt on the Mark Haney Podcast
Matt Nadeau recently joined Mark Haney on his podcast, The Mark Haney Show, discussing the secrets behind the success of high-profile clients. Matt dives into real estate and tax planning, covering complex topics like Delaware Statutory Trusts, Deferred Sales Trusts, and Qualified Opportunity Zones. He also chats about the Federal Reserve’s role in maintaining economic stability, the idea of “cooperative competition,” and economic growth in Sacramento.
Our Clients
We have extensive experience developing financial solutions for a wide variety of clients, specializing in the following:
BUSINESS OWNERS
“I am busy running and growing my business, I just don’t have time to manage investments”
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- Getting income out of your business. Maximizing income deferment strategies through various retirement plans
- Cash management strategies for your business account. Earn more than point zero nothing
- Business succession – Buy/Sell Agreements and Key Person Insurance
Retirees
“Is my portfolio generating enough income to meet my retirement needs and wants?”
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“How can I best protect against market volatility?”
- Retirement income planning
- Income generation strategies
- Tax sensitive or tax aware strategies
- The use of alternatives to help mitigate portfolio volatility
Real Estate Professionals
“I have clients that specialize in commercial real estate or manages rentals.”
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“I give my real estate clients special care and attention but have paid very little attention to my investment needs and goals.”
- Adding value for your clients by providing capital gain deferment strategies using 1031 via Delaware Statutory Trusts
- Comprehensive financial planning that encompasses college funding, life insurance needs, retirement, and estate planning
- Custom portfolios that are tailor made for your specific needs and situation
- Active monitoring of your portfolio to take advantage of market and economic trends/conditions
Individual Investors
“I have done a good job saving over the years, but am I invested properly and on track to hit my retirement goals?”
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- Comprehensive financial planning that encompasses college funding, life insurance needs, retirement, and estate planning
- Custom portfolios that are tailor made for your specific needs and situation
- Active monitoring of your portfolio to take advantage of market and economic trends/conditions
- Tax sensitive/tax aware strategies
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About Us
35 Years of Experience
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services.