Real estate transactions: ELEVATED

Tax Alpha Companies was created to address a glaring missed opportunity that plagues virtually every real estate transaction: the failure to capitalize on potentially significant tax savings. Tax Alpha Companies team of experienced industry professionals is a proven and trusted resource for sellers, attorneys, CPAs, title companies and other real estate service companies, leveraging proven transactional expertise and value-driven insights to achieve better, smarter, more tax-advantaged outcomes. An education-first mindset elevates a purely transactional process to a higher level of service and savings. Consistent value creation and wealth preservation: that is the Tax Alpha Company solution.

Matt Chancey, Ross Brannon, Johnny Borrelli, Jimmy Nelson and Jacob Harvey are Registered Representatives of Realta Equities, Inc. and an Investment Advisory Representatives of Realta Investment Advisors, Inc. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC. 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Realta Wealth is a trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. Steve Medendorp is a Florida licensed attorney but does not provide any legal or tax advice.


Tax Alpha Companies

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Tax Alpha Companies

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