Keep More of Your Money with Smart Tax Deferral Strategies
How to Defer Capital Gains Taxes on Highly Appreciated Assets
The videos below outline a capital gains tax deferral strategy designed for those who own highly appreciated assets, like cryptocurrency, real estate, businesses, and more. This approach works best if:
- You’ve held the asset for at least a year.
- You’re expecting at least $1.5 million in long-term capital gains.
- You’re facing a $500,000+ capital gains tax bill.
- You anticipate $3 million or more in pre-tax proceeds from the sale.
These videos offer a high-level overview of the strategy and answer the questions clients most often ask. When you’re ready to explore how this applies to your own situation, start by completing a brief questionnaire to see if we’re a good fit.
#1: The Problem, Solutions You Don’t Like, and Maybe One You Do
Before diving into strategies, let’s get on the same page about capital gains, sales proceeds, and taxes. In this video, I break down:
- What capital gains taxes are
- Why they can take such a big chunk out of your profits
- Common solutions people use to defer or avoid them
We’ll also explore one strategy that might just be the answer you’ve been looking for.
Access the Full Video Series
Unlock the full breakdown of how to defer capital gains taxes with strategies that make sense for your situation.
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#2: The Installment Sale and the Intermediated Installment Sale
Understand the structure of these strategies and how they can help you manage capital gains taxes more efficiently.
#3: Best Uses, Biggest Objections
Discover who benefits the most from these strategies and where they might not make sense. We’ll address the biggest objections so you’re prepared to make informed decisions.
#4: Frequently Asked Questions
Get clear answers to the most common questions about using tax deferral strategies effectively.
