Who We Are
At Barr Advanced Tax Solutions, we are the vanguard of advanced tax strategies for fund managers. We understand that in the high-stakes world of fund management, conventional tax approaches fall short. That’s why we’ve dedicated ourselves to mastering the intricate nuances of tax law that can transform your financial landscape.
Our expertise goes far beyond the standard playbook of CPAs and EAs. We specialize in crafting bespoke tax strategies that address the unique challenges faced by fund managers, including the complex realm of carried interest taxation. Our mission? To potentially reduce your 20% carried interest income tax rate to 0%, unlocking unprecedented opportunities for wealth preservation and growth.
Your results are our top priority!
Advanced Carried Interest Optimization
Pre-Tax Investing Strategies
Custom Fund Structure Design
Comprehensive Fund Tax Preparation
Private 401(k) Plan™ Implementation
Feedback from you
We were a small, local real estate fund doing well, but hitting a growth ceiling. Barr Advanced Tax Solutions changed everything. They showed us how to structure our investments to maximize depreciation benefits, and then use those tax savings to fuel growth.
Their Pre-Tax Investing strategies allowed us to offer our investors returns that seemed almost too good to be true – but were completely legal and compliant. Word spread, and suddenly we had family offices and institutions knocking on our door.
In just two years, we’ve grown to $1.2 billion AUM, expanded from local markets to national holdings, and I’m personally saving over $2 million a year in taxes. Barr didn’t just do our taxes; they transformed our entire business model.
Real Estate Fund: From Local Player to National Powerhouse
We were a successful mid-size firm, but I always felt we were leaving money on the table come tax time. Switching to Barr Advanced Tax Solutions was the best decision I’ve ever made for our firm.
Their team restructured our carry to virtually eliminate taxes on it. They then introduced us to their network through Sabur PWM, and suddenly we had ultra-high-net-worth individuals clamoring to invest with us because of the tax advantages we could offer.
In three years, we’ve grown to manage over $3 billion. But it’s not just about size – our after-tax returns for both the firm and our investors have skyrocketed. We’re now competing with firms ten times our previous size, all because Barr showed us how to play the game at a whole new level.
Private Equity Transformation: Mid-Size to Major Player
I used to dread tax season. Despite working with a ‘Big Four’ firm, I was still losing millions to taxes each year. Then I found Barr Advanced Tax Solutions. They didn’t just save me taxes; they revolutionized my fund’s entire financial strategy.
Using their Private 401(k) Plan™, I was able to defer over $5 million in taxes personally. But the real magic happened when they showed me how to use these ‘Tax Rescued Dollars’ to attract new investors. In just 18 months, our fund grew from $1.5 billion to $2.8 billion in AUM.
The best part? My carried interest, which used to be heavily taxed, is now structured in a way that I pay almost no taxes on it. I’m not just saving money; I’m growing wealth in ways I never thought possible.
