FOR A FREE CONSULTATION CALL DEFERRED SALES TRUST SPECIALIST  ED WOOLERY  858-259-4555​

ON THE SALE OF A BUSINESS OR REAL ESTATE PORTFOLIO

CaPITAL GAINS TAX RELIEF

How many times have you heard, or made this comment  "I would like to sell my property or business but I would get killed with taxes"?


Those of us who own highly appreciated assets, such as homes, commercial real estate and businesses, are often reluctant to sell those assets because of the capital gain tax and depreciation recapture costs associated with the sale.


As a case manager of the Estate Planning Team, I am able to offer you several legal and well documented solutions to defer your typical "due on sale" tax payments that are available to accommodate your individual financial needs:

1. The Deferred Sales Trust™ (DST), which offers a 20 year track record of deferring "due on sale" taxes through its use of the Internal Revenue Code Section 453 that governs installment sales. (See "Tax Code 453" and "A Way Out" )
2. The typical 1031 Exchange, or a combination of a Deferred Sales Trust™ and a 1031 Exchange, through our preferred Qualified Intermediary (QI) Jeffrey R. Peterson and his Commercial Partners Exchange Company, LLC.  (See Jeffrey R. Peterson for more information)
3. Our qualified Investment Advisors at the Estate Planning Team can also explain the benefits of investing in Delaware Statutory Trusts to defer tax liability.