Tax Advisor
A couple of recent case studies
- Older Couple Downsizing: Selling a $2.9 million residence, this couple avoided over $300,000 in capital gains taxes and increased their distribution by $134,000 with our tax deferral strategy
- An office building owner netted an additional 1.5Million at close of escrow using our strategies.
- An additional 1.4 Million at close on the sale of a Texas Legacy Ranch
- A commercial property owner facing 4.5 Million capital gains tax liability on a 14.9million sale, the owner was able to defer the taxes, avoid the debt over basis tax, and received over 1.5 million tax free at close.
Do you have a similar situation? We can help you defer, reduce, or even eliminate your capital gains taxes. We typically work with clients who are selling or have recently sold highly appreciated real estate asset in the $3,000,000 to $35,000,000 range that include: Apartment Buildings, Single Family, and/or Smaller Multifamily Portfolios, Shopping Centers, Land and Primary Residences that want alternatives to 1031 exchanges and capital redeployment.
We also have expertise
- Business Sales
- 1031 Exchanges and 1031 Exchange Rescues
- Collectibles (Art, Cars, etc)
- Proceeds Deployment for Income and Growth
Keep Growing Your Wealth-Free Consultation
This will allow our tax department to understand your current position and develop a strategy to defer, reduce, or eliminate capital gains taxes.
Access our tax department calender to set an appointment. Our tax department will discuss your tax situation and how we can help you defer, reduce, or eliminate capital gains taxes.
If you would like our Tax Department to review your information and send you a personal written consultation, please make sure you complete the tax mitigation form and include your contact information below.
