Defer Capital Gains Tax
Appreciated Real Estate Sales
Selling appreciated real estate? You may be surprised to know that there are several ways to defer or even avoid capital gains taxes. Whether you are selling a home or piece of investment property, our team of tax and legal experts can help.
If you've owned your property a long time or were smart enough to catch the upswing in market values in recent years, you may be facing a dilemma: how to sell without owing huge amounts in capital gains taxes.
You'll be glad to know that the tax code provides several forms of tax relief.
$250,000/$500,000 exclusion.
You may qualify for an exclusion of up to $250,000 (individuals) or $500,000 (married couples) if you have owned and lived in your home for two out of the past five years. Check with us to see how this rule applies to your situation and whether you qualify for any of the exceptions.
Installment sale.
By receiving your sales proceeds over two or more tax years, you may be able to defer capital gains taxes on the portion not yet received. Our tax and legal experts can help you decide if an installment sale is right for you and how it might be structured to meet your objectives.
Installment sale utilizing a grantor trust.
It's not as complicated as it sounds. Combining an installment sale with a trust offers several benefits, including estate tax savings, asset protection, and capital gains tax deferral.
Professional real estate investors have been using these and other sophisticated strategies for years. Now that the real estate market has appreciated in many areas, more people are seeking ways to save taxes on their transactions. Our tax and legal experts can help you find the strategy that's right for you.
For more information contact us using the form below.
Interested in capital gains deferral?
 Is your intention to sell real estate or other capital assets which you've owned for more than one year?
Is your intention to then invest proceeds in securities or other liquid investments, rather than reinvest in property or other non-liquid investments?
Will your pre-tax investable assets exceed five-hundred thousand dollars?
If the answer to these questions are all yes, you'll want to hear about out strategies to defer Capital Gains Taxes and increase your investment funds pool.
Do you have a specific property in mind?
Please provide as much detailed information as possible so we can recommend a strategy suitable for you. The more questions you are able to answer in the form below, the easier it will be for us to respond with complete & useful information.
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