Our Team of Legal, Financial and Tax Experts
will guide you every step of the way.
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.
New York Apartment Complex
15 Years
Free up equity to transition into more diverse, liquid, income generating assets.
Federal 20%, State of NY 12.7%, Medicare 3.8%
$ 6,570,000
$ 0
![](https://legacypreservationpartners.com/wp-content/uploads/2024/03/Apartments-scaled.jpg)
New York Appartments | Without Tax Strategy | With Tax Strategy | APPROXIMATE TAX DUE |
|
|
---|---|---|
NET SALES PRICE |
|
|
ORIGINAL BASIS |
|
|
CAPITAL IMPROVEMENTS |
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|
DEPRECIATION |
|
|
LOAN BALANCE |
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|
ADJUSTED BASIS |
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|
TAXABLE GAIN |
|
|
Fed 20%, NY & City 12.7%. Medicare 3.8%
Single Family Home in California
30 Years
Scale down to a smaller home and use excess funds for retirement.
Federal 20%, State of CA 13.3%, Medicare 3.8%
$ 1,150,100
$ 0
![](https://legacypreservationpartners.com/wp-content/uploads/2024/05/Luxury-Home-scaled.jpg)
CALIFORNIA HOME | Without Tax Strategy | With Tax Strategy | APPROXIMATE TAX DUE |
|
|
---|---|---|
NET SALES PRICE |
|
|
ORIGINAL BASIS |
|
|
LOAN BALANCE |
|
|
IRC Section 121 Exclusion |
|
|
ADJUSTED BASIS |
|
|
TAXABLE GAIN |
|
|
Fed 20%, CA 13.3%, Medicare 3.8%
Business
30 Years
Retire and invest the sale proceeds into passive income generating assets.
Federal 20%, State of IL 13.3%, Medicare 3.8%
$ 2,156,250
$ 0
![](https://legacypreservationpartners.com/wp-content/uploads/2024/05/iStock-1371448871-scaled.jpg)
CHICAGO BUSINESS | Without Tax Strategy | With Tax Strategy | APPROXIMATE TAX DUE |
|
|
---|---|---|
NET SALES PRICE |
|
|
ORIGINAL BASIS |
|
|
LOAN BALANCE |
|
|
ADJUSTED BASIS |
|
|
TAXABLE GAIN |
|
|
Fed 20%, IL 4.95%, Medicare 3.8%
Land
25 Years
Retire and invest the sale proceeds into passive Income generating assets.
Federal 20%, State of AZ 4.5%, Medicare 3.8%
$ 2,971,000
$ 0
![](https://legacypreservationpartners.com/wp-content/uploads/2024/05/aerial-view-rural-crops-fields-landscape-scaled.jpg)
ARIZONA LAND | Without Tax Strategy | With Tax Strategy | APPROXIMATE TAX DUE |
|
|
---|---|---|
NET SALES PRICE |
|
|
ORIGINAL BASIS |
|
|
LOAN BALANCE |
|
|
ADJUSTED BASIS |
|
|
TAXABLE GAIN |
|
|
Fed 20%, AZ 4.5%, Medicare 3.8%
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