Deferring Taxes on Capital Gains
If you have highly appreciated assets with over $500,000 in capital gains exposure, then a deferred tax strategy may be
by providing you with a strategic way to engineer the assets you receive.
A Unique Strategy for Highly Appreciated Assets
We recommend a deferred tax strategy that is a legal, proven 1031 Exchange alternative or a way to protect your 1031 Exchange from failing. The simple elegance of our tax deferral strategy applies a lawful and accepted process to allow the seller of a business to defer capital gain taxes due at the time of sale over a period of time agreed upon with the seller or taxpayer in advance. This tax strategy uses a 100-year-old tax code under IRS code 453, which is a form of an installment sale paired with a specialized trust that acts as a third party, so at the time of the sale you don’t receive constructive receipt of the asset, which would be taxable by the IRS. This is not a monetized installment sale.
Ultimately, this deferred tax strategy has the potential to generate substantially more wealth than a direct or taxed sale.
90%1 of Americans didn’t know that there are 7 different tax brackets.
Deferred Tax Strategy
To learn more about a Deferred Tax Strategy and to talk with our team, fill out the form below.
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