Jay Frank helps real estate investors defer capital gains taxes through 1031 exchanges and Delaware Statutory Trusts, and identify opportunities in Qualified Opportunity Zones. With years of experience structuring complex real estate transactions, he provides guidance from planning through closing, ensuring IRS compliance and optimizing tax deferral benefits.

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Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Insurance products offered through Knelson Wealth Protection, LLC. Fusion Capital Management and Knelson Wealth Protection are affiliated entities.