IDAG Managed Income Assets™

Own the Asset. We Handle the Operations. 

Primary Customer Persona: High-Income W-2 Earners (Tech, Healthcare, Engineering)

• Pay the highest marginal tax rates

• Need legal, passive tax strategies if not a business owner or real estate professional.  They cannot access bonus depreciation, business deductions or real-estate losses unless they meet the IRS material participation rules. Also, their time may be better invested in doubling down on their expertise rather than struggling in a new business.

• Are time-poor, analytical, risk-averse

The U.S. tax code rewards people who invest in businesses and housing.
It allows strategies like:

• Depreciation

• Cost segregation

• 1031-like exchanges

• Passive losses (when allowed by IRS rules) that can offset passive income

• Entity Structures: Corporations, LLCs, trusts, and funds change tax outcomes
  
  

Our Tax-Smart Approach

1. Start with education. 

2. If appropriate and you qualify, ID Asset Group offers access to alternative investment options which are fully transparent, vetted, asset-backed and tax-optimized.  ID Asset Group handles asset management, You own the asset in either of two ways: 

   1. You are a limited partner or co-general partner in a syndication via 506(b) or 506(c).

   2. You fully own/acquire the asset package.

Hypothetical $100,000 investment in a tax-optimized asset:

• Asset distributes $8,000 cash

• Depreciation allocated = $20,000

• Taxable income = NEGATIVE $12,000

Outcome: Tax bill decreases while cash flow increases.

3. For personalized financial advice, go to this page. We don’t just offer investments. We help you avoid scams and secure your financial life before we talk about returns.