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Tate Asset Management


Tate Asset Management

5531 Cancha de Golf

Suite 206

Rancho Santa Fe, CA 92091


Tax Efficient Strategies

Our services are not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. No strategy assures success. Investing involves risk including loss of principal.

Qualified Opportunity Zones

Qualified Opportunity Zones were created by the 2017 Tax Cuts and Jobs Act. These zones are designed to spur economic development and job creation in distressed communities throughout the country and U.S. possessions by providing tax benefits to investors who invest eligible capital into these communities. Taxpayers may defer tax on eligible capital gains by making an appropriate investment in a Qualified Opportunity Fund and meeting other requirements.

For more information, please see the IRS website on QOZs.

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Donor-Advised Funds

A Donor-Advised Fund is a giving vehicle established at a public charity.  It allows donors to make a charitable contribution, receive an immediate tax deduction and then recommend grants from the fund over time.  Donors can contribute to the fund as frequently as they like, and then recommend grants to their favorite charities whenever makes sense for them.

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Conservation Easement Strategies

Conservation easements protect land for future generations while allowing owners to retain many private property rights and to live on and use their land, at the same time potentially providing them with tax benefits.  A conservation easement is legally binding, whether the property is sold or passed on to heirs.

Conservation Easements are complicated tax-sheltering strategies designed for sophisticated investors and taxpayers.  If structured properly, a Conservation Easement can provide significant tax benefits to taxpayers, however they’ve come under a great deal of scrutiny from the IRS in recent years.  

If you’re considering a Conservation Easement, be sure to consult a qualified tax advisor.  

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