Zak Shaik IAR,WMS,CAPP,CWPP

Zak Shaik IAR,WMS,CAPP,CWPP [Live Link]

Published on 16, Mar 2023

Being Tax-Savvy Can Help Investors Increase Yield by Up to 50%

As the world of finance continues to evolve, new investment opportunities arise for those who are quick to adapt. For emerging hedge fund managers and investors, one strategy that can significantly increase their yield is the utilization of pre-tax investing strategies.

Zak Shaik is the CEO and Founder of Sabur Private Wealth Management (SPWM), a wealth management firm that provides little known advanced tax planning strategies to enhance investment returns for the most astute investors. With over three decades of expertise in the financial industry, Zak has established a reputation for delivering exceptional service and customized solutions to the investing public - and based on his experience, he says that all types of investors, emerging and established hedge fund managers, and small business owners can increase returns on their investments by using a slight pivot, he calls PRE-TAX investing.

Invest in anything your heart desires using advanced IRC (internal revenue codes) and increase your ROI. Imagine your current investments, in the stock market, real estate, crypto hedge funds or other assets while giving your ROI a boost of 18 - 50% (via taxes saved) depending on your income tax rate.

However, without proper implementation of these advanced strategies a significant portion of these profits are regularly lost to unnecessary taxation. This is especially true for investors of hedge funds who are taking higher risks with their earned dollars but they can easily reduce this risk with PRE-TAX investing of up to $10 Million with the Private 401(k) strategy enhanced by the passing of the TCJA 2017 by former president Trump and the SECURE act 2021 by president Biden.  

By leveraging tax strategies, emerging and established hedge fund managers can mitigate risk for their investors while offering an additional 30-50% ROI beyond their proprietary investing strategy. 

Unlike investing in municipal bonds issued by state and local governments that are recommended by many advisors for tax-free income, the Private 401(k) surpasses these yield by up to 50% and offers substantial advantage to investors that hedge fund managers can utilize to raise millions of dollars into their funds and overcome the “what's your track record” objection.

“Let’s talk about zero capital gains tax,” says Zak. “The US tax code offers over a dozen different strategies that can be used to prevent the taxation of capital gains at the time of sale. But many property owners are unaware of this.” By focusing on non-1031 exchange pre-tax strategies a whole new world of investing can open up with finger licking account growth to combat current high inflation economic environment.

He says that these property owners are often only familiar with the 1031 exchange or the DST (deferred sales trust) strategies, which are commonly offered by their CPA or broker. However, property owners can benefit by considering the other options that may align more closely with their investment goals. These lesser-known strategies can provide a more targeted approach, allowing individuals to make the most of their investments. 

“By taking the time to educate yourself on the full range of tax strategies available, you can make a well-informed decision about how to best protect your assets and maximize your returns,” Zak urges. “So, rather than blindly following the crowd, take control of your financial future and explore the multitude of tax strategies available to you.”

Ultimately, utilizing pre-tax investing strategies is a smart way for emerging hedge fund managers to raise millions of dollars from risk averse investors and utilize “tax rescued” dollars while offering massive ROI to their investors. 

It is important to note that tax laws are constantly changing, so it’s important to consult with a professional, such as those employed at SPWM, to ensure that you are taking advantage of the most current and effective tax strategies. 

Hedge fund managers or tax stressed investors can reach Zak Shaik for a complimentary 30 mins consult by scheduling here https://calendly.com/saburpwm/strategymeeting or visiting www.saburpwm.com.

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