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(855) 348-2677
todd@colbyjacksonadvisors.com

Our Solutions
Strategic Private Market Solutions for a Complex Financial World

How I Help
Tax Mitigation Strategies

Families have used US tax code provisions, such as section 1031, to defer capital gains and transfer trillions of dollars of wealth from one generation to the next for over a century. The financial consequences of failing to plan for events such as the sale of an investment property or a 'broken' 1031 can be severe and costly. In addition to Delaware Statutory Trust as a 'replacement' property option for 1031 exchanges, the OBBBA has now made Opportunity Zones and Bonus Depreciation a permanent part of the tax and offers investors significant tax incentives.  

We work with your tax advisor and/or attorney to understand what options are available and how to employ them in your financial transactions to greatly improve your outcomes and generational wealth.

My Solutions
Comprehensive Tax Advantaged Solutions, Individually Designed

Every financial situation carries its own complexity. We offer a full range of tax advantaged private market solutions built to address yours — with the depth and rigor your goals demand.


1031 Exchanges/Delaware Statutory Trust (DSTs)

Colby Jackson Exchange Strategies provides access to Delaware Statutory Trust (DST) properties through leading sponsors as a replacement option for 1031 exchanges - DSTs offer professionally managed, institutional-grade assets designed for passive income and long-term tax efficiency.

  • Institutional-quality real estate
  • Tax deferral under IRC $1031
  • No management responsibility
  • Lower minimum investment thresholds
  • Diversification across geography and asset types

These properties are structured to help investors meet tight exchange timelines, avoid taxable "boot," and simplify estate planning through fractional ownership.


Opportunity Zones (QOFs)

Now a permenant part of the tax code via the OBBBA, the Opportunity Zone program was created to revitalize economically distressed communities using private investment rather than taxpayer dollars. In return, investors participating in the opportunity zones may receive potentially significant tax benefits in the form of tax deferral on capital gains of any asset, step-up basis (10% or 30% for rural), and tax exclusion if the investment is held for 10 years or greater subject to the satisdfaction of certain conditions. 


Bonus Depreciation Funds

Bonus depreciation is a powerful tax incentive that allows businesses and investors to immediately deduct a large percentage of the purchase price of eligible assets, rather than spreading the depreciation out over several years. We work with fund sponsors that can help offset passive income and passive gains.


Private Credit

Private Credit seeks to provide outsized risk-adjusted returns to investors by utilizing credit structures and strategies to capitalize on market inefficiencies and the current commercial real estate volatility stemming from liquidity challenges.

There is an expanding opportunity as traditional lenders (primarily banks) struggle to lend at previous levels


Fixed Life Insurance

High-value Life insurance can play a critical role in your broader financial strategy and estate planning. We'll help you evaluate the right type and amount for your needs. 


HNW Client Guidance

High-net-worth investors face a distinct set of challenges. I offer strategies designed to address the complexity that comes with significant assets. From tax-efficient investing and concentrated stock positions to multi-generational wealth transfer, I bring the depth of analysis these situations demand. My approach is tailored to the unique dynamics of substantial wealth — because the strategies that work for most investors aren't always sufficient for those with more at stake.


Roth Conversions

Real Estate-based Roth Conversion funds (sometimes called Discounted Roth Conversion strategies) are specialized investment vehicles designed to help high-net-worth investors move money from a Traditional IRA to a Roth IRA while significantly reducing the immediate tax bill.

In a standard conversion, you pay ordinary income tax on 100% of the amount you move. These funds use the unique valuation characteristics of private real estate to "discount" that taxable amount.

 


Real Estate Limited Partnerships

A Real Estate Limited Partnership (RELP) is a specific legal and investment structure where multiple investors pool their capital to acquire, develop, or manage real estate properties.


Social Security Strategies

When and how you claim Social Security matters. I'll help you evaluate your options so you can make an informed decision. The difference between claiming early, on time, or delaying can significantly impact your retirement income over time. I model multiple scenarios based on your health, lifestyle goals, and other income sources to help identify the strategy that aligns with your broader plan. box-empty

Get Started
Ready to Take the Next Step?

If you're looking for a structured, research-driven approach to your financial life, We would welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Plan Your Future