Ross Brannon

About Ross Brannon

I help clients by the creation of Tax Alpha. Tax Alpha is the ability of an investor to outperform by taking advantage of tax-savings strategies. Tax Alpha strategies are largely esoteric. All taxes are not the same in nature. Different strategies are effective on different types of tax problems. I work with High Net worth & High Income Professionals & Investors to Defer, Reduce or Eliminate taxes:• Capital gains• Ordinary income • Passive income• Closely Held C-corps / Community Banks (CRA programs) • Trust Income • Estate Taxes I work with Accredited Investors and Qualified Purchasers to solve the following tax issues:• High Income tax payers (1M+) reduce AGI by 50%• Investors exercising stock options / selling stock at a profit / retiring with company stock inside your retirement plan (NUA) • Investors selling a business / real estate (We take over and backend the allocation work done by CPAs & Tax Attorneys for an additional tax benefits) • Investors converting traditional (1M+ or greater) IRAs to Roth IRAs • Investors needing tax deductions or tax credits I also have access to the strategies & products to solve your largest tax issues:• 170H Historic or conservation rights (IRC 170 Bargain Sale) • 1031 Delaware Statutory Trusts • 1400z Opportunity Zone Funds • 263c Oil & Gas intangible drilling credits • 453 Installment Sales When I\'m not serving my clients, I am an unpaid Uber driver for 5 kids and all of their activities which include but are not limited to football, basketball, dance and jiu jitsu. When my wife and I can get away.and by get away I mean a house that\'s quiet, we like to go to sporting events, eating in nice restaurants, date nights and reading.Ross Bannon is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Investment Advisory Services are offered through Coastal Investment Advisors, Inc, a US SEC Registered Investment Advisor. Securities are offered through Coastal Equities, Inc, Member FINRA/ SIPC, 1201 N. Orange St, Suite 729, Wilmington, DE 19801. Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc, Coastal Investment Advisors, Inc, and Coastal Insurance Services, which consist of several affiliated insurance agencies.

Experience

1. Tax-shelter & Private Equity Consultant at Realta Wealth

   Realta Wealth

   Mar 2023 — Present

   We are a national leader in utilizing government tax incentives to fund the conservation of land, rehabilitation and preservation of historical properties, development of affordable housing, and generation of renewable energy. We are effective due to decades of experience as successful real estate developers, rehabilitation specialists, mine operators, energy generators, and conservationists.We raise funds using well-structured partnerships designed to capitalize on what Congress has made available to direct high-impact social investing. By leveraging these incentives, investors receive a mixture of cash flow from operations, long-term capital appreciation, and tax minimization.Ross Brannon is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Investment Advisory Services are offered through Coastal Investment Advisors, Inc, and securities are offered through Coastal Equities, Inc, Member FINRA/SIPC, 1201 N. Orange St, Suite 729, Wilmington, DE 19801.

Education

• Florida State University

  Finance

  1996 — 2000

Skills

• Retirement Planning
• Asset Protection
• Disability Insurance
• Leadership
• Marketing
• Estate Planning
• Long Term Care Insurance
• Rental Real Estate
• Budgets
• Life Insurance
• Finance
• Fixed Annuities
• Strategic Financial Analysis
• Investment Analysis
• Real Estate
• Insurance
• Team Building
• Retirement
• Strategic Planning
• Business Planning
• Debt Management
• 401(K)