Developing tailored solutions for families and individuals facing one-time taxable events

My Siblings and I came to Andy and his team at Lamplighter needing to understand our options in going our separate ways through the sale and 1031 exchange of our family farm. There was so much to do and understand in a short period of time. Not only did they take time to educate us, but they were so valuable in us finding and buying the replacement properties that fit our individual needs. Both the sale and the purchases went off without a hitch and couldn't have happened without Lamplighter!

I am a skeptical, analytical, hard to convince seasoned CPA who worked with Andy on a recent tax-free exchange for a client of mine who sold a warehouse/office building. Andy is everything you would want an advisor to be on such a transaction. I highly recommend him. He is great to work with, responsive, and extremely knowledgeable and experienced in tax-free-exchanges and the practical aspects of how to get them done. He is skilled at educating clients on all aspects of how to get them done so they work for the client. Andy has a wide network of individuals and firms that can be used to find his client's suitable replacement properties, including buying a share of mega-properties that you could not otherwise find and invest in on your own, even properties that allow you take significant tax-free cash out of the deal.

Working with Lamplighter was a game-changer for us. We recently sold an office building and were looking for the best way to reinvest and defer our capital gains tax. We were open to a higher-risk, higher-reward strategy, and the team at Lamplighter really took the time to understand our goals and risk tolerance. Instead of the traditional 1031 exchange, they guided us toward investing in an Opportunity Zone development, which aligned perfectly with our long-term vision. Their expertise and personalized approach gave us confidence to take this next step in our financial journey. We couldn’t be more satisfied with the results.