A Game Changing

capital gains tax strategy

Preserve your Equity
Increase your Cash Flow
Safeguard your Legacy

Are you struggling with the burden of paying Capital Gains Tax?

As the owner of a highly valued asset, you may find yourself confronting the unfortunate reality of relinquishing a substantial portion of your hard-earned equity to the government...a heavy price to pay.

The Price of Paying Capital Gains Tax

  • Erodes up to 45% of Hard Earned Equity
  • Diminishes Wealth Preservation
  • Dramatically impacts Return on Investment
  • Reluctance to Sell and Unlock Trapped Equity
  • Frustration, Aggravation and Mental Fatigue of just thinking about it.

Preserve your Equity and Earning Potential in ways you may
have not known were possible…until now.

Armed with a highly sophisticated and proprietary tax structure, we effectively reduce or defer 100% of the capital gains tax that would otherwise be recognized in the year of the sale.

The tax structure is made possible through the collaboration of our exclusive team of highly skilled attorneys and financial advisors dedicated to helping execute a successful tax deferral exit strategy.

You deserve to sell your highly valued asset and leave your legacy intact.

Our team has assisted thousands of people,
just like you, in deferring capital gains taxes.

Over the course of the last 25+ years, we have prided ourselves in delivering extraordinary service coupled with a pioneering tax strategy that delivers unparalleled results.

To date, we have facilitated  thousands of transactions, deferring hundreds of millions of dollars in capital gains tax.

Results you will see…

  • Reduce or defer 100% of your equity.
  • Greater retirement income.
  • Significant estate planning benefits.
  • Preservation of family wealth.
  • Diversified portfolio of liquid investments

Achieve your goals with greater flexibility

Capital Preservation

Our proprietary and customized tax structure defers the capital gains tax liability therefore providing the seller the opportunity to use the pre-tax proceeds for additional investment purposes resulting in potentially greater returns.

Estate Tax Benefits

Our customized tax structure can be combined with additional planning to accomplish an estate freeze for estate tax purposes.

Liquidity and Diversification

The ability to convert an illiquid asset, like a business or commercial real estate, into a diversified portfolio of liquid investments.

Enhanced Retirement Income

Provides for a greater stream of income for retirement based on the pre-tax proceeds from the sale instead of the after-tax proceeds, which are likely to be substantially less.

Qualifications

Our Tax Strategy can be used with any kind of entity, e.g. LLCs, S or C election corporations, as well as individuals who own real estate, rental properties, vacation homes, commercial properties, hotels, land, industrial complexes, retail developments, raw land, and even collectibles and highly concentrated stock positions, to name a few.

How it works

Steps to exploring the Tax Strategy in more detail.

Schedule a discovery call to discuss the Tax Strategy in more detail and how you can benefit.

Our team of tax advisors will review your case to determine if it is a good fit for the Tax Strategy.

Following approval, you will be scheduled to conference with our attorney to review your information.

Schedule a Discovery Call

Compelling Tax Strategy Examples

Project Description:

New York Apartment Complex

Term of Ownership:

15 Years

Purpose for Selling:

Free up equity to transition into more diverse, liquid, income generating assets.

Capital Gains Tax:

Federal 20%, State of NY 12.7%, Medicare 3.8%

Tax Due - Without Tax Strategy:

$ 6,570,000

Tax Due - With Tax Strategy:

$ 0

New York AppartmentsWithout Tax StrategyWith Tax Strategy
APPROXIMATE TAX DUE
$
6,570,000
$
0
NET SALES PRICE
$
20,000,000
$
20,000,000
ORIGINAL BASIS
$
5,000,000
$
5,000,000
CAPITAL IMPROVEMENTS
$
100,000
$
100,000
DEPRECIATION
$
4,000,000
$
4,000,000
LOAN BALANCE
$
2,000,000
$
2,000,000
ADJUSTED BASIS
$
2,000,000
$
2,000,000
TAXABLE GAIN
$
18,000,000
$
18,000,000

Fed 20%, NY & City 12.7%. Medicare 3.8%

Project Description:

Single Family Home in California

Term of Ownership:

30 Years

Purpose for Selling:

Scale down to a smaller home and use excess funds for retirement.

Capital Gains Tax:

Federal 20%, State of CA 13.3%, Medicare 3.8%

Tax Due - Without Tax Strategy:

$ 1,150,100

Tax Due - With Tax Strategy:

$ 0

CALIFORNIA HOMEWithout Tax StrategyWith Tax Strategy
APPROXIMATE TAX DUE
$
1,150,000
$
0
NET SALES PRICE
$
4,000,000
$
4,000,000
ORIGINAL BASIS
$
400,000
$
400,000
LOAN BALANCE
$
300,000
$
300,000
IRC Section 121 Exclusion
$
500,000
$
500,000
ADJUSTED BASIS
$
900,000
$
900,000
TAXABLE GAIN
$
3,100,000
$
3,100,000

Fed 20%, CA 13.3%, Medicare 3.8%

Project Description:

Business

Term of Ownership:

30 Years

Purpose for Selling:

Retire and invest the sale proceeds into passive income generating assets.

Capital Gains Tax:

Federal 20%, State of IL 13.3%, Medicare 3.8%

Tax Due - Without Tax Strategy:

$ 2,156,250

Tax Due - With Tax Strategy:

$ 0

CHICAGO BUSINESSWithout Tax StrategyWith Tax Strategy
APPROXIMATE TAX DUE
$
2,156,250
$
0
NET SALES PRICE
$
10,000,000
$
10,000,000
ORIGINAL BASIS
$
2,500,000
$
2,500,000
LOAN BALANCE
$
500,000
$
500,000
ADJUSTED BASIS
$
7,500,000
$
7,500,000
TAXABLE GAIN
$
7,500,000
$
7,500,000

Fed 20%, IL 4.95%, Medicare 3.8%

Project Description:

Land

Term of Ownership:

25 Years

Purpose for Selling:

Retire and invest the sale proceeds into passive Income generating assets.

Capital Gains Tax:

Federal 20%, State of AZ 4.5%, Medicare 3.8%

Tax Due - Without Tax Strategy:

$ 2,971,000

Tax Due - With Tax Strategy:

$ 0

ARIZONA LANDWithout Tax StrategyWith Tax Strategy
APPROXIMATE TAX DUE
$
2,971,000
$
0
NET SALES PRICE
$
12,000,000
$
12,000,000
ORIGINAL BASIS
$
1,500,000
$
1,500,000
LOAN BALANCE
$
0
$
0
ADJUSTED BASIS
$
10,500,000
$
10,500,000
TAXABLE GAIN
$
10,500,000
$
10,500,000

Fed 20%, AZ 4.5%, Medicare 3.8%

Useful Links

Contact Us

© Copyright 2024 Legacy Preservation - All Rights Reserved

Schedule a Discovery Call

Contact Us