REACH OUT
Thanks to recent favorable changes to the Tax Code and legislation passed by Congress, today Accredited Investors* have a wide range of options available to them if they are facing a large tax problem.
Unfortunately, these options are still relatively unknown to most of us.
Let’s have a productive conversation about your options if you have a capital gain resulting from:
- A failed 1031 Exchange
- The sale of a business, investment, stocks, crypto, etc.
- The sale of Primary Residence above and beyond the $250,000 per person exemption
- Any capital gain, even if the owner is an entity (LLC, S-Corp, etc.)
Attention High-Income Earners
If you find yourself in a high tax bracket, learn about products that are designed to reduce your taxable Adjusted Gross Income (AGI) by as much as 90% of your initial investment amount. (e.g. Investing $100,000 into such a fund could potentially generate $90,000 in deductions against AGI, reducing your income taxes on both the state and federal levels)
Deadlines to act may be as little as 180 days from the time the gain was realized, so call us now.
- Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
- Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year