How It Works
Answer a few simple questions to help us understand your needs – and begin building your personalized wealth strategy.
After completing the questionnaire, you’ll receive a strategy case study straight to your email — plus a complimentary call with our expert team to review your plan and answer any questions.
Our Strategy
A coordinated strategy that keeps more of your sale
- Depreciation Recapture ReductionReduces recapture tax rate, increasing net proceeds from sale.
- Net Investment Income Tax EliminationAvoids 3.8% surtax, maximizing after-tax investment sale proceeds.
- Tax Optimized Investment StrategyPairs gains with strategic losses to reduce net capital tax.
- State Tax MitigationPairs gains with strategic losses to reduce net capital tax.
- Wealth Privacy & Protection EnhancementCreates legal firewalls shielding wealth and identity for legacy.
Option Comparison
Compare the paths available to you
1031 Exchange
Defer capital gains taxes by reinvesting in real estate.
Installment Sale
Spread capital gains taxes over multiple future payments.
Qualified Opportunity Zones
Defer and reduce taxes by investing in Opportunity Zones. Explore QOZs
Wealth Optimization Strategy
Combine gains, strategic losses, and trusts to minimize taxes, safeguard wealth, and maintain privacy.
Watch
See how a smarter real estate sale works
The information contained on this webpage is for informational and educational purposes only. The information should not be construed as legal, financial, or tax advice, or used as a substitute for such. Consult with an attorney, accountant, or other trusted professional if you have specific questions, or before implementing this information on your own.
