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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.

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%

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