Expertise Where It Matters
The Strategic Group is a nationally recognized advisory firm that works with high-net-worth investors, developers, family offices, and corporations to structure sophisticated tax and investment strategies. Their team has deep expertise in 1031 exchanges, DSTs, Opportunity Zones, tax credit structuring, and fund management. With decades of experience in tax law, real estate, and capital markets, The Strategic Group provides thoughtful, high-impact planning across asset types and ownership structures.
Strategic Tax Solutions Beyond Cost Segregation
USACS is proud to partner with The Strategic Group, a boutique investment and advisory firm specializing in tax deferral, credit structuring, and long-term investment strategies.
Specialized Tax Strategies Offered by The Strategic Group
1031 Exchange & Qualified Intermediary Services
The Strategic Group, through its SEA1031, provides full-service Qualified Intermediary support for 1031 exchanges, including forward, reverse, and complex multi-asset transactions. Their team manages every phase of the process—from structuring and compliance to reinvestment strategy—ensuring seamless execution and alignment with long-term portfolio goals.
Federal & State Tax Credit Structuring
The Strategic Group is a leading source and syndicator of transferable and allocable tax credits, including historic preservation, renewable energy, low-income housing, and film production incentives. They advise investors and developers on acquisition, compliance, and monetization strategies to optimize the use of both federal and state-level programs.
Strategic Development & Affordable Housing
With an active footprint in affordable multifamily development, The Strategic Group partners with municipalities, housing authorities, and equity investors to deliver quality housing where it’s needed most. Their projects often incorporate tax credit financing, LIHTC and allocations.
Opportunity Zone Fund Management
As a sponsor and manager of Qualified Opportunity Funds (QOFs), The Strategic Group facilitates tax-advantaged investments into designated Opportunity Zones. Their team structures OZ projects to meet compliance thresholds while maximizing both financial return and community impact—creating strong alignment between capital and policy-driven incentives.
A Holistic Strategy for Our Clients
Our partnership with The Strategic Group allows us to align cost segregation with broader strategies that reduce tax liability, preserve wealth, and support long-term planning. Whether our clients are preparing for a 1031 exchange, investing in renewable energy, or exploring Opportunity Zones, we bring in The Strategic Group to provide trusted expertise and seamless execution.