Capital Gains Solutions Group
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We work with high net worth clients who have special needs in the transfer of business or property assets with capital gains implications.
Defer Capital Gains… Keep More of Your Money
Deferred Sales Trusts
This is a legal tax strategy that enables you to defer capital gains taxes and instead derive a passive income from those funds. It enables you to retain liquidity, flexibility in investment options, and to preserve generational wealth.
Wealth Preservation
Wealth preservation in an over-taxed society is a critically-timed strategy that consists of accumulating wealth, and then selling assets at the correct times to balance with tax implications and strength of the economy.
1031 Exchanges
1031 exchanges can force owners into compromised situation where they have to decided between what’s best for their family or business versus tax implications that can hurt their financial situation.