Page 4 - 2019 brochure for flip_Neat

RD

Raymond Dale

Our Services

► Traditional Real Estate tax reduction strategies which may include installment sale contracts.

► 1031 tax deferred exchange consultants and facilitators. Exchange property
locators. Analysts of Tenants-in-Common securities as qualified exchange properties.

► Private mortgage banking negotiations that are non-recourse loans.

► Management of Self-Directed IRA accounts designed for holding Real Estate and Mortgage
Notes.

► Design and management of Client owned LLCs for Traditional IRA accounts for tax strategies,
leverage and asset protection.

► Design and management of Client owned LLCs for Roth IRA accounts for special allocation of
taxable gain as a tax elimination strategy and asset liquidation strategy.

► Design, implementation and management of Charitable Trusts as an asset liquidation and
estate & income tax reduction strategy. This is an asset protection tool.

► Design and management of Private Annuity Trusts for elimination of capital gains on highly
appreciated assets without the need of a 1031 exchange.

► Design of Asset Allocation strategies to include Real Estate assets for a balanced and risk
adjusted allocation.

► Retirement plan ERISA advisory and design of participant education programs.

Phone: 866.936.9922
email: rdale@raymonddale.com
website: www.raymonddale.com