RB
Roman Balogh
Head Of Operations at Sera Capital Management
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Work Experience
Jun 2019 - Present · 5 years and 6 months
Head Of Operations
Jun 2021 - Present · 3 years and 6 months
Intern
Jun 2019 - May 2021 · 1 years and 11 months
General Intern
Jun 2018 - Sep 2018 · 3 months
Company Details
WHAT WE CAN DO FOR YOU: We are a wealth management firm with a concentration of high-net-worth real estate clients where we help them manage their portfolio as well as assist them to defer, reduce or even eliminate taxes. We use various vehicles including 1031 Exchanges into triple net lease properties as well as DST investments. In addition, we can determine when a Qualified Opportunity Zones or Structured Installment Sales may be more appropriate. WHAT CAN WE HELP YOU WITH: We Routinely Help Clients Save— 100s of Thousands in Taxes. When selling real estate or a business or any other highly appreciated asset—you will create a large taxable event. We help investors to defer, reduce and eliminate their tax liabilities through a variety of alternative investments strategies and investment vehicles. -1031 Exchange DST Replacement Property (Delaware Statutory Trusts). -Qualified Opportunity Zone Fund Investments (QOZ). -Triple Net Lease Properties (NNNs) -Structured Installment Sales. HOW WE GOT STARTED: Read about how we saved our client over— $800,000 in taxes with a 1031 DST investment. https://seracapital.com/1031-exchange/ BOOK A CALL: Schedule a time to talk with us here: https://calendly.com/sera-capital/
Year Founded
1990
Social Media
LinkedinFacebook
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
1910 Towne Centre Blvd Annapolis, Maryland 21401, US
Keywords
Investment ManagementLife InsuranceRetirement PlanningAnnuitiesDelaware Statutory TrustsQualified Opportunity Zone FundsStructured Installment SalesQOZDSTwealth management
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