1031 Exchanges & DST’s
- Example Replacement Properties
- DST Estimation Calculator
Opportunity Zones
Downloads
Contact Us

1031 Exchanges & DST’s
- Example Replacement Properties
- DST Estimation Calculator
Opportunity Zones
Downloads
Contact Us

1031 Exchanges
Example Replacement Properties
DST Estimation Calculator
Opportunity Zones
Downloads
Contact Us

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What Is A Smarter 1031 Exchange^TM?

Established to support industry professionals and their clients when executing the sale of investment real estate. A Smarter 1031 Exchange^TM provides the framework for a streamline client experience and transaction process. As Fiduciary’s our goal is to support our Professional partners through advanced client-focused tax and risk consulting that seeks to defer, reduce, and even eliminate taxation to the client and/or their heirs if done properly!

Your Local A Smarter 1031 Exchange^TM Professional

Call Us: 1 (800) 489-1165 | Email Us: info@cpafiduciaryalliance.com

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This material is intended for both educational purposes and to promote interest in the subject matter only. It does not address any individual’s specific situation and is not to serve as the basis for any investment decision and should not be construed as a solicitation to invest. The material is based on the latest information available to the public and, while deemed accurate but is not guaranteed and may be subject to change by the IRS implemented Tax Codes. Numerical examples, if any, are only illustrative. For additional information, please contact Caitlin John Private Wealth Management, LLC. or your Investment Advisor directly.

Disclosure Statement on behalf of the Registered Investment Advisor (RIA)

The past, current or future results of any type of securities are not a guarantee, or implied guarantee of future performance, returns, profit, or growth. Investors should thoroughly evaluate financial objectives, goals, and parameters such as risk tolerance with their Advisor before investing in any security. Investment account values will be subject to fluctuation in capital markets and can lose principal value. Fiduciary does not guarantee any level of investment performance, superior than the appropriate benchmark or otherwise.

Carefully consider your investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Caitlin John Private Wealth Management, LLC.’s Form ADV Part 2A, which can be obtained from your financial advisor, by calling (810) 355-1325 or by visiting www.caitlinjohn.com. There are risks involved with investing, including possible loss of principal. Caitlin John Private Wealth Management, LLC. utilizes third-party investment managers in working with clients, the disclosures of each are available by request at any time and can be found on their respective websites or by searching www.adviserinfo.sec.gov.

Asset Management and Investment Advisory Services offered through Caitlin John Private Wealth Management LLC., a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll Free 877-238-1680. The Advisor you received this from is an Investment Advisor Representative of Caitlin John Private Wealth Management LLC. BFG Wealth Advisors and Caitlin John Private Wealth Management are separate entities and are not affiliated.

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