1042 Qualified Replacement Property (1042 QRP)

The strategy seeks to defer taxes, achieve diversification, and minimize fees

  • Maximize Tax Deferral – Perpetuate 1042 deferral through equity-based QRP

  • Maximize Diversification – 250+ holdings of largest, cap-weighted US equities

  • Minimize Fee Drag – Our fees are simple and affordable

Read our white paper on 1042 QRP solutions for Sellers to ESOPs

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