Robert Boggess

Retirement, Investing, Taxes
86%
Helpful
8
Answers
4
Articles
17
Followers
“With over 30 years of experience in the financial industry, Robert Boggess takes a proactive approach to creating tax-saving strategies that consider each client's goals and objectives, risk tolerance and time horizon.”
Firm:

IREXA Financial Services/Wealth Strategies

Job Title:

Chief Executive Officer

Biography:

Robert (Bob) Boggess is the CEO and Chief Strategist for IREXA Financial Services/Wealth Strategies. Bob's focus is Strategic Tax Mitigation (TM).  He has been helping investors build, manage and preserve financial wealth for 30 years. Bob's focus is developing innovative, tax-efficient investment strategies.  He specializes in developing tax-efficient investment strategies .  His strategies focus on: wealth building, wealth maintenance, wealth protection, and estate planning, while minimizing taxable impacts.

Bob works with high net worth individuals, their CPAs, and tax advisors to construct investment strategies for maximum tax savings. He offers tax-efficient, non-traditional, investment solutions to build and protect clients' financial health. Bob believes the best wealth management strategies keep your money working for you by utilizing investment vehicles that defer and mitigate taxes, that's tax-efficiency.

 

Robert L. Boggess is a Registered Representative with SANDLAPPER Securities, LLC. He is licensed in AL, AZ, CA, CO, MT, OR, VA, WA.

Education:

BaED, Architecture, University of Washington

Assets Under Management:

$1 million

CRD Number:

5007422

Insurance License:

#Washington

Disclaimer:

IREXA Financial Services / Wealth Strategies collaborates with CPAs, attorneys, and other tax professionals to assist clients with tax mitigation strategies. IREXA, Sandlapper Securities, and Sandlapper Wealth Management are not tax professionals or attorneys. IREXA only provides client tax mitigation strategies through and with the approval of our client’s professional counsel.

Securities are offered through SANDLAPPER Securities, LLC (SLS), member FINRA/SIPC.  Advisory services offered through Sandlapper Wealth Management LLC (SLS-WM) an SEC registered investment advisor, 800 East North St, 2nd Floor, Greenville, SC 29601, 864.679.4701.  IREXA is unaffiliated with SANDLAPPER Securities, LLC and Sandlapper Wealth Management LLC. 

All Articles
Sort By:
Most Helpful
May 2017
    Investing, Real Estate, Retirement Savings, Tax Deductions / Credits
December 2016
    Tax Deductions / Credits, Taxes
August 2017
    Real Estate, Taxes
December 2016
    Investing, Real Estate

All Answers
Sort By:
Most Helpful
    Banking, Real Estate
Can you refinance a property after already recording a quit claim deed to someone else?
33% of people found this answer helpful

You should probably see a real estate attorney in your area. As you stated, your father has a mortgage on his home. He further quit any claims he has on the property to you. Your father qualified for a loan on his home using the home as collateral. He has since given the collateral away. It could be a simple issue of your quit claiming your interest back to him. Or, it could be much more complicated.

January 2017
    Estate Planning, Taxes
What are the differences between leaving properties to one's kids through an LLC versus a TOD?
20% of people found this answer helpful
January 2017
    Real Estate, Taxes
Can we avoid a capital gains tax?
0% of people found this answer helpful
January 2017
    Financial Planning, Real Estate, Taxes
Can I defer taxes by selling a property and using the proceeds to reduce the mortgages on other properties?
0% of people found this answer helpful
January 2017
    Real Estate, Income Tax
Will claiming a primary residence on the sale of a home subject us to State Income Taxes?
0% of people found this answer helpful
January 2017