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The staff of Targeted Capital works with each client to customize an investment strategy to protect assets from both economic and tax effects.

We partner with investors and their existing financial advisors to structure investment transactions to maximize their after-tax cash flow from all sources, including ordinary income. Targeted Capital can structure investment transactions to hedge against changing interest rates and maximize returns from the sale of appreciated securities, real estate or other assets.

As with any investment strategy, the earlier we are involved, the better.  However, in many cases, we can still implement an investment strategy after your transaction.

Additionally, since we are also all CPAs, we continue to work with you and your advisors after these transactions have closed to properly present them on your financial reports and tax returns, including coordination of a tax opinion letter, if necessary.