Steve Rothschild
Partner @The Strategic Group
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WORK HISTORY
Partner @The Strategic Group
Atlanta, GA, US
The Strategic Group of Companies is comprised of four companies with a focus on tax mitigation and wealth enhancement; 1-Strategic 1031 Exchange -a national qualified intermediary specializing in complex transactions 2-Strategic Capital - an investment bank that raises and deploys capital in tax beneficial assets, real estate and private equity. 3-Stategic Tax Solutions - a tax credit syndicator and developer providing tax credit equity and a clearinghouse marrying transferable tax credits with taxpayers where taxpayers benefit buy reducing their tax burden. 4- Strategic Opportunity Zone Fund-utilizing the opportunity zone (OZ) incentive passed under the 2017 Tax Cuts and Jobs Act this is a diversified qualified fund enabling investors to defer capital gains tax and invest in qualified OZs taking advantage of very beneficial tax treatment substantially enhancing returns.
EDUCATION
Vanderbilt University
BS, Economics
SKILLS
ABOUT STEVE ROTHSCHILD
With over 40 years of experience, I serve as a Partner at The Strategic Group, leading initiatives in tax mitigation strategies, private equity, and investments. My expertise spans federal and state tax credits, 1031 exchanges, cost segregation, opportunity zone funds, and commercial real estate (CRE) financial advisory. Dedicated to achieving financial objectives, I help individuals, corporations, and funds optimize wealth through tailored strategies. By leveraging tax credits, real estate investment opportunities, and wealth preservation techniques, I contribute to increased cash flow, asset value growth, and tax liability optimization.
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