Capital Gains Tax Planning

Selling your property, business or other capital asset without the right advice can be very risky. Property and business owners are often surprised to learn that their tax obligation when they sell may be even higher than the current 20% federal capital gains tax rate, state rate and the additional 3.8% Net Investment Income Surtax brought on by the Affordable Care Act. Without a well-crafted tax strategy in place, a significantly greater portion of your profits may be needlessly taken.

TaxWealth can help you solve for the taxes triggered by the sale of a highly-valued residential or investment property, a closely-held business or other qualified capital assets. Even if you are in escrow or have a failed 1031 exchange, it may still be possible to solve the tax problem while maximizing your profit when escrow closes. There is no cost or obligation to identify the types and amounts of taxes that would be triggered and how to solve them.

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