We are a tax analysis and solutions research company that shows wealthy clients how to get better results when selling highly appreciated assets.

Are you dreading paying excessive capital gains taxes triggered by the sale of a highly-appreciated residential property, investment property, or business? Without a well-crafted tax strategy, your profits may needlessly be taken to pay a hefty tax bill at the time of your sale.

Alternatively, you could use a strategy coveted by savvy wealthy investors to boost your profit from your sale. Even if you are already in escrow or have a failed 1031 exchange, it may still be possible to solve your tax problem while maximizing your profit when escrow closes.

Founding fathers tax quote

Tax Analysis Case Study

A retiree had owned for many years a personal residence now valued at $2.9 million. With her children grown with families of their own, she decided to downsize and buy another home. However, she was hesitant to sell after learning she would have to pay more than $390,000 in capital gains taxes.

Specialized Asset Sale (SAS) Solution

After reviewing the personalized Pre-Sale Tax Analysis and Money Flow Projection™ we prepared for her, she decided to sell her home and defer the tax liability for decades. At close of escrow she received $215,637 more in-hand tax-free than she would have otherwise, a 19.5% increase.

To learn how you may improve the outcome of your sale, click the button below to request your own Tax Analysis.

The Tax Analysis Report

We prepare this report for you to provide a detailed analysis of how a SAS might benefit your financial outcome. Use it to evaluate whether a SAS is right for you.

The foregoing projection is for illustrative purposes only and is based on assumed data which is subject to change. Before a decision is made regarding the use of any tax planning strategy, the Seller is encouraged to provide accurate numbers and obtain independent analysis and review from the Seller’s own CPA and legal counsel.

Additional SAS Information

SAS And The Tax Code

The steps utilized to achieve tax deferral have been in the tax code for almost 100 years. The SAS approach is NOT a tax shelter. It is simply a way to sell capital assets supported by tax law enacted in 1918. In 2012 the Office of the Chief Counsel of the IRS issued…

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Your Financial Team

We strongly encourage you to involve your CPA and any other tax or legal counsel in the SAS process as soon as possible. The SAS strategy may provide you with a substantial improvement in the outcome of your sale. We will work closely with you and your advisors to…

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The Value of Tax Deferral

The value of tax deferral is twofold: the ability to invest the deferred taxes for potential growth; and to eventually pay the tax with cheaper dollars, which is in effect a tax reduction. Let’s look at a hypothetical example where…

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Request A Tax Analysis

Start here to discover how this tax planning approach can boost your sale results. There is no cost and no obligation for us to create this personalized analysis for you.

Request My Tax Analysis >

Discover SAS

A slide presentation describing how the SAS can improve the outcome of your asset sale.

FAQ

Answers to the most common questions we receive about the SAS approach to selling assets.

SAS Case Studies

Detailed case studies showing how much more tax-free cash our clients have received using the SAS.

Investment Property and the SAS

A slide presentation and capital gains tax estimator for investment property.

Primary Residence Capital Gains Tax Estimator

An interactive capital gains tax estimator for the sale of a primary residence.

Value of Tax Deferral Estimator

An interactive value of tax deferral estimator to examine hypothetical investment return scenarios.

Download Our Free Report, Where We Show You Actual Results of Several Asset Sales Attained by Savvy Wealthy Investors

Discover How:

These investors improved their financial outcomes when selling real estate
Business owners got more cash after selling through proper tax planning
Download Free Report

Don't Be Shy. Get In Touch.

If you are interested in learning how much more tax-free cash you may receive at closing using the SAS, send us an inquiry and we will get back to you as soon as we can!

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This website is intended for informational and educational purposes only. None of the content on this website is intended to be a solicitation, an offer, a recommendation to buy, hold, or sell any securities, products or service of any form; nor is it to be construed to be a solicitation to give tax advice.

It is recommended and encouraged that each viewer seeks out his or her own independent CPA and legal counsel to analyze the tax impact of any asset that may be sold and, before commitment and implementation, to conduct a thorough examination of any planning method being considered to mitigate taxes. The goal of this website is solely to introduce and inform the viewer about one planning option that may be considered and be an aide in helping the owner of the asset and his or her tax and legal counsel to make an informed decision about how best to approach the sale of his or her asset.

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