Matthew Chancey, Cfp® Email and Phone Number
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Throughout my career, I went through the purchases of properties, the development of real estate, the sales, and the aftermath of a construction project. As it turns out, taxes came up at every point of the journey.This realization became pivotal in my career. I became engrossed in every aspect of the tax codes surrounding these major transactions. Where tens of millions were spent, millions of dollars would be flushed down unnecessarily. Today, I ensure my clients are paying only what they owe and not a cent more.My solutions pack a punch: they make a significant impact on my clients’ lifestyles, and best of all, they’re perfectly legal and readily available.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 individuals to execute legal tax strategies by deferring, reducing, or eliminating them all together. I have experience in:• Capital gains (Selling real estate or businesses)• Ordinary income (top marginal bracket) • Passive income (from investments) • Closely Held C-corps / Community Banks (CRA programs) • Trust Income • Estate Taxes I work with Qualified Investors (2.2M) & Qualified Purchasers (5M+) to solve the following tax issues:• High Income tax payers (1M+) reduce AGI by 50% or more • NUA - Net Unrealized Appreciation of company stock at retirement tax elimination • Investors selling a business / real estate (Adding additional value to the backend of a sell-side tax 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 teach continuing education for CLE, CPE & CRE to the following groups:• CPAs & Tax professionals • Attorneys (special programs for contingency based NQ compensation) • Commercial or Investment Real Estate • Sell-side M&A - Business Brokers• Buy-side Acquisitions departments I also have access to the strategies & products to solve your largest tax issues:• 168k Bonus depreciation • Section 179 • Section 1202 QSBS & 1045 Rollovers • Solar Tax Credits • Movie & Film Tax Credits • 170H Historic or conservation rights (IRC 170 Bargain Sale) • 1031 Delaware Statutory Trusts • 1400z Opportunity Zone Funds • 263c Oil & Gas intangible drilling credits • Charitable Trust Planning • 453 Installment Sales Shoot me a message to start the conversation
Tax Alpha Title
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FounderTax Alpha Title Jan 2023 - PresentReal estate transactions: ELEVATEDTax Alpha Title 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 Title’s 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 Title solution.
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Helping Business Owners Legally Mitigate Taxes When They SellBusiness Transition Council Of Tampa - Btc Dec 2022 - PresentThe Business Transition Council of Tampa, Inc. is a professional organization founded in 2008 by a group of professionals with a common goal of learning, teaching, and facilitating privately held business (small business) success. The group, at its core, recognizes that the entrepreneurial spirit of America needs constant care to thrive in the future.Transitioning entrepreneurs into being the business owners of existing and successful businesses is critical to our country and its position in the world markets.This organization and its site are dedicated to that goal. -
Sophisticated Tax Investment SpecialistCoastalone Nov 2021 - PresentWilmington, De, UsWe 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.Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. 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. -
Professional SpeakerAccountant-Lawyer Alliance Community (Ala) Aug 2019 - PresentDoylestown, Pa, UsThe ALA is a membership association built to overcome the obstacles that today’s accountants and legal professionals face. Its three core values are:Collaboration – The ALA’s mission is to help accountants and legal professionals work together to add value for their clients.Innovation – The ALA is a practice management resource that leverages the latest technologies to disseminate best practices in all dimensions of business including: networking, referrals, software installation/usage, business model design, managerial decision-making and more.Education – The ALA is a continuing education provider (CPE and CLE) which offers high-quality seminars, webinars and self-study programs. Membership includes unlimited access to all webinars. -
Financial Columnist & National Media SourceMatt Chancey, Cfp® Jun 2005 - PresentTampa, Fl, UsMatt has been a weekly guest columnist for the Orlando Sentinel and is also frequently used as an expert source for articles written and published on The Wall Street Journal, Market Watch, Investment News, Forbes, Reuters, US News, ABC, NBC, CBS, Fox News, CNBC -
Certified Financial PlannerDempsey Lord Smith, Llc Sep 2018 - Nov 2021Securities offered through Dempsey Lord Smith, LLC Member FINRA/SIPC.Advisory services offered through Dempsey Lord Smith, LLC.“This is not an offer to sell or a solicitation of an offer to buy any security that can only be sold by prospectus or confidential private placement memorandum. All investments contain risk and cannot be guaranteed and you can lose some or all of your investment. Investment dividends and interest are not guaranteed and may or may not continue. Reg D offerings are for accredited investors only. There are many factors that determine your accredited investor status. To determine if you meet this status consult with your financial advisor. Past performance is not indicative of future results. This is not every material fact regarding any security or proposal. Prior to making any investment/financial decision you should consult your financial advisor and your accountant. The information contained herein is derived from sources deemed to be reliable but cannot be guaranteed. You should review your monthly account statements for the most accurate information regarding your account.” -
Investment AdvisorClaraphi Advisory Network, Llc Jul 2017 - Dec 2019Our firm guides clients in the use of six primary tax minimization strategies:•Opportunity Zones•Land Conservation•Historic Preservation•Historic Tax Credits•Low Income Housing Credits•Renewable Energy Tax CreditsThese six strategies provide a diverse portfolio to optimize return on investment and mitigate risks.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.Advisory services offered through Claraphi Advisory Network, LLC, a registered investment advisor
Matthew Chancey, Cfp® Skills
Matthew Chancey, Cfp® Education Details
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Ucf College Of BusinessWealth Management & Retirement Planning -
University Of Central FloridaLegal Studies
Frequently Asked Questions about Matthew Chancey, Cfp®
What company does Matthew Chancey, Cfp® work for?
Matthew Chancey, Cfp® works for Tax Alpha Title
What is Matthew Chancey, Cfp®'s role at the current company?
Matthew Chancey, Cfp®'s current role is Certified Financial Planner® | Providing legal tax strategies to high-net-worth individuals across the global so they can protect their wealth over the long term..
What is Matthew Chancey, Cfp®'s email address?
Matthew Chancey, Cfp®'s email address is ma****@****ial.com
What is Matthew Chancey, Cfp®'s direct phone number?
Matthew Chancey, Cfp®'s direct phone number is +140760*****
What schools did Matthew Chancey, Cfp® attend?
Matthew Chancey, Cfp® attended Ucf College Of Business, University Of Central Florida.
What skills is Matthew Chancey, Cfp® known for?
Matthew Chancey, Cfp® has skills like Tax Minimization, Wealth Management, Investment Management, Financial Advisory, Investments, Retirement Planning, Asset Protection, Asset Management, Retirement, Estate Planning, 401k, Annuities.
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