Don't let taxes keep you from selling your property!

In July of 2023, a Client's CPA told him the $2.7 million sale of his Colorado-based construction business would cost him $740,000 in recapture and capital gains taxes. When the deal closed in September, he owed about $6,500. In total.

He and his family will control 100% of the sale proceeds for the next 30 years for a net capital cost of 2.98% per year. Fixed. With no restrictions on how they invest the money.

What's that have to do with selling appreciated real estate? Simple. It doesn't matter whether your capital gains tax liability is rooted in the sale of a business, a wallet full of crypto, or an office building, apartment complex, or a portfolio of SFR rentals. Even short-term gains are still capital gains -- and we can help you eliminate 99% of them as well!

We can make you the same promises we made that business-seller. You can permanently eliminate 99% of your capital gains taxes, control 100% of the net sale proceeds for the next 20-30 years, and use that money at a fixed net capital cost of less than 3% per year if you're in a 37% marginal tax bracket and your deal closes in June 2024.

It doesn't matter whether you own the property in your own name, an S-corp, or an LLC taxed as a partnership or an S-corp.

The results we got for that Client are clearly the best part of the work we did for him. But it was also pretty cool that his CPA was 100% on-board with our game plan after we walked her thru our proposal and the due diligence behind it.

My name is Barry Bruce. I'm 66 and I've been helping the owners of successful private companies and investors implement solutions like that one for more than 40 years. My business partner, Ruth Benjamin, is one of the most-respected Qualified Intermediaries for 1031 Exchanges in the country. Don't let her 1031 experience fool you, though. Ruth knows it's always better to permanently eliminate a tax bill than to kick the can down the road. We only defer taxes when that's a better solution for our Clients than eliminating them is (and, yes, sometimes it is).

I'm a Member in good standing of the Due Diligence Project -- a "global community of 500+ elite CPA firms, law firms, and family offices who provide independent ratings and "Best-in-Class (peer-reviewed) resources and strategies" (TM) for high-level tax mitigation (www.DueDiligenceProject.com).

Our own Virtual Family Office ("VFO") offers our Clients who own portfolios of highly-appreciated (commercial and/or residential) properties access to an additional network of Attorneys, CPA's, lenders, Private Equity firms, and other Professionals who work with us to provide tax mitigation and asset protection solutions that are "Out of the box, but inside the lines." (TM).

We don't come to the table with predetermined ideas of what you should do about a potential tax bill or to protect your assets from the claims of creditors -- that would make us peddlers, not advisors. We do our best to get our brains wrapped around the facts of your situation, your objectives, and the obstacles you already see in your way (and the ones our Team might identify that you haven't spotted yet). Then, and only then, do we start talking abut potential solutions (we have many weapons in our war chest, not just one or two). To do otherwise would violate our core belief that "prescription before diagnosis is malpractice".

If the way we approached the deal-killing tax bill that construction Client faced makes sense in your case, too, we'll share some well-researched articles from professional journals with you about how the core of the plan we executed for him is at the heart of the way a well-known young billionaire eliminates the capital gains taxes he faces when he sells bits of his company worth 10's of millions of dollars at a time.

Wanna talk about your situation? Email us at [email protected], and let's get your property sold!

(And if you want to take a deep dive into how real asset protection works -- and why most of what you've been told about LLCs and corporations just doesn't work for tightly-held entities -- check out an article we wrote for the American Association of Apartment Owners in the fall of 2021: https://lnkd.in/e2ervKEb.)