Capital Gains Tax Solutions & Strategic Tax Solutions.
Would you like to create assets and increase your net-worth rather than overpay in taxes? If you’re serious about putting your money to work for you rather than over-contributing in taxes, let’s talk about what a Strategic Tax Plan can do for you!
Coached over 300+ CPA Firm Owners on high level Tax Advantaged Wealth Management Strategies.
Helped clients save an accumulated $23 Million in taxes.
Consulted clients on over $110,000,000 in asset management.
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~ Highlighted Strategies we have perfected over time ~
Strategic Tax Solutions
~Deferred Sales Trust~
Tax Deferral Strategy
Sale that highly appreciated asset today without taking constructive receipt of the proceeds and defer those capital gains to some future date that proves more convenient to you and your tax situation.
Utilize a Deferred Sales Trust as a business trust for reinvestment purposes so that you can sell property, crypto, stock, businesses, and other highly appreciate assets when the price is high and the time is right to sell, even if the time isn’t right to incur the taxes on those assets.
Defer those taxes to some future date so that you can reinvest the gross proceeds net of attorney fees rather than net of taxes from the various taxing entities. Give us a call to find out more!
DO ANY OF THESE REFLECT HOW YOU FEEL IN YOUR CURRENT SITUATION?
Are you worried about facing taxes on the largest transaction of your life?
Are you looking to postpone and legally defer the payment of capital gains tax on the sale of your home, your investments, or your business?
Are you trying to find ways to protect and preserve your wealth and legacy for the benefit of future generations.
Are you seeking to mitigate the looming death tax that could possibly be the biggest proverbial mouse trap the IRS has coming to us?
Testimonials by Our Valued Clients
"I was facing a huge tax bill after selling my business, and I was feeling overwhelmed and stressed out. But then I met Jake and his team and learned about the Deferred Sales Trust, which was a game-changer for me. Thanks to this tax strategy, I could defer my tax payments and have more control over my financial future. I highly recommend his work and this strategy to anyone who is looking for a smart way to manage their taxes."
"Before learning about this strategy, I used to feel anxious about the taxes I'd have to pay whenever I sold a property as a real estate investor. However, after meeting Jake, my perspective on taxes has completely shifted. With the Deferred Sales Trust, I can defer my tax payments and utilize the additional funds to reinvest in new properties or expand my business. It's truly a beneficial arrangement for all parties involved, and I'm extremely satisfied with the outcomes."
"I was initially hesitant to try the Deferred Sales Trust, but I'm so glad I did. This tax strategy has helped me save a significant amount of money on taxes and given me the peace of mind I need to focus on my business. Jake and his team of experts were incredibly helpful and supportive throughout the process, and I would recommend their services to anyone who is looking for a smarter way to handle their taxes."