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Title: Legacy Private Wealth Launches Comprehensive Tax Mitigation Advisory Firm

Legacy Private Wealth today announced its formal launch as a specialized tax mitigation advisory firm. The firm provides sophisticated investment and tax planning strategies for Real Estate, Business Owners and High Net Worth Investors nationally, leveraging 1031 DST Investments, Bonus Depreciation, Charitable Donations, Tax Credits, and Opportunity Zone structures, to manage active and passive income.Founded by Dan Werry, JD, MBA, a passive income investment real estate professional with more than three decades of experience in law, taxation, and real estate finance. Legacy Private Wealth offers a multidisciplinary approach designed to assist clients in attempting to achieve tax deferral and mitigation, wealth growth, tax efficient income, and long-term estate preservation. “Effectively helping clients utilize the IRS tax code often may save $100,000’s if not hundreds of thousands annually says Werry.  The primary tax mitigation incentives are focused within real estate investment and ownership including real estate professionals”.Legacy Private Wealth’s comprehensive financial services are built around coordinated planning and tax-optimized structures, including:1031 DST Investments: Access to institutionally managed passive potential income Delaware Statutory Trust (DST) offerings.Business & Sale Planning: Effective advance planning can enable business owners to keep more of their proceeds, with proper planning and structuring.Bonus and Accelerated Depreciation: Whether you are considering a 1031 Exchange alternative or are an eligible investor seeking to utilize depreciation to offset taxable income for low basis real estate or a real estate professional.Qualified Opportunity Zones: Financial services for investments designed to provide...

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