Our Team of Legal, Financial and Tax Experts
will guide you every step of the way.
About Us
Reflecting on the plethora of resources available in the realms of business and
investment, I've come to a profound realization: while generating income is
crucial, the true measure of success lies in how effectively one preserves and
grows that wealth over time.
In short, it is not about how much money you make, but how much money you
keep.
With over 45 years of experience as a real estate land developer and builder,
I've had the privilege of collaborating with a team of highly skilled and
innovative tax specialists who have mastered the art of safeguarding the equity
in highly appreciated assets from excessive taxation that would otherwise be
recognized in the year of the sale.
Rather than experiencing the debilitating drain of equity that results from a fully
taxable sale, our meticulously tailored tax strategy permits the seller to
generate a potentially higher rate of return by leveraging the pre-tax proceeds
from the sale, which results in greater returns.
Despite its remarkable effectiveness, this fully compliant tax approach often
remains concealed within conventional accounting and tax advisory circles.
Recognizing this void in awareness, we established Legacy Preservation
Partners—a platform dedicated to shining a light on this invaluable yet
frequently overlooked solution.
Our mission is clear and resolute: to leverage our collective expertise and
decades of success—having deferred hundreds of millions in capital gains tax—
to safeguard your hard-earned equity and unlock your maximum earning
potential. Because when it comes to your financial well-being, settling for
anything less simply isn't an option.
Solutions
With years of dedicated service, our team has assisted investors nationwide in achieving their financial objectives amidst the sale of their highly appreciated assets. Our mission is clear: to guide individuals through the complexities of capital gains tax by leveraging the flexibility of our Tax Deferral Strategy for their businesses, real estate holdings, cryptocurrencies, and other valued assets.
Collaborating closely with our exclusive team of attorneys and financial planners, we meticulously assess each client’s unique circumstances to tailor recommendations utilizing our Tax Deferral Strategy.
Our goal is to facilitate a transformative exit strategy and wealth preservation plan for you and your capital gains tax challenges. By employing the Tax Strategy, we pave the way for a seamless transition and empower you to secure and preserve more wealth.
Let us join forces with you to navigate the complexities of capital gains tax and unlock a brighter financial future.
The scenarios below illustrate how owners of highly appreciated assets, unaware of alternative strategies, frequently follow conventional advice, leading to the payment of excessive capital gains taxes. However, as you will see in the examples below that there is an alternative option—one that holds the promise of significantly greater outcomes.
Arizona Apartment Complex
15 Years
Free up equity to transition into more diverse, liquid, income generating assets.
Federal 20%, State 4.5%, Net Investment Income Tax (NIIT) 3.8%
$ 1,698,000
$ 0
| Appartments Complex | Without Tax Strategy | With Tax Strategy | TOTAL ESTIMATED TAX DUE |
|
|
|---|---|---|---|
| Federal 20%, State (AZ) 4.5%, NIIT 3.8% | |||
| CASH FOR REINVESTMENT |
|
| |
| NET SALES PRICE |
|
| |
| LOAN BALANCE |
|
| |
| CASH @ CLOSING |
|
| |
| ADJUSTED BASIS |
|
| |
| TAXABLE GAIN |
|
| |
| DEPRECIATION RECAPTURE |
|
| |
Arizona Primary Residence
15 Years
Free up equity to transition into more diverse, liquid, income generating assets.
Federal 20%, State 4.5%, Net Investment Income Tax (NIIT) 3.8%
$ 1,132,000
$ 0
| Primary Residence | Without Tax Strategy | With Tax Strategy | TOTAL ESTIMATED TAX DUE |
|
|
|---|---|---|---|
| Federal 20%, State (AZ) 4.5%, NIIT 3.8% | |||
| CASH FOR REINVESTMENT |
|
| |
| NET SALES PRICE |
|
| |
| LOAN BALANCE |
|
| |
| IRC Section 121 Exclusion |
|
| |
| ADJUSTED BASIS |
|
| |
| TAXABLE GAIN |
|
| |
| DEPRECIATION RECAPTURE |
|
| |
Arizona Business
15 Years
Free up equity to transition into more diverse, liquid, income generating assets.
Federal 20%, State 4.5%, Net Investment Income Tax (NIIT) 3.8%
$ 1,273,000
$ 0
| Business | Without Tax Strategy | With Tax Strategy | TOTAL ESTIMATED TAX DUE |
|
|
|---|---|---|---|
| Federal 20%, State (AZ) 4.5%, NIIT 3.8% | |||
| CASH FOR REINVESTMENT |
|
| |
| NET SALES PRICE |
|
| |
| LOAN BALANCE |
|
| |
| CASH @ CLOSING |
|
| |
| ADJUSTED BASIS |
|
| |
| TAXABLE GAIN |
|
| |
| DEPRECIATION RECAPTURE |
|
| |
Arizona Land
15 Years
Free up equity to transition into more diverse, liquid, income generating assets.
Federal 20%, State 4.5%, Net Investment Income Tax (NIIT) 3.8%
$ 2,971,500
$ 0
| Land | Without Tax Strategy | With Tax Strategy | TOTAL ESTIMATED TAX DUE |
|
|
|---|---|---|---|
| Federal 20%, State (AZ) 4.5%, NIIT 3.8% | |||
| CASH FOR REINVESTMENT |
|
| |
| NET SALES PRICE |
|
| |
| LOAN BALANCE |
|
| |
| CASH @ CLOSING |
|
| |
| ADJUSTED BASIS |
|
| |
| TAXABLE GAIN |
|
| |
| DEPRECIATION RECAPTURE |
|
| |
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