Selling a valuable asset in a high-tax situation can leave a seller with far less than the headline price. Federal and state capital gains, depreciation recapture, and the net investment income surtax stack up quickly. A pre-sale analysis looks at the whole picture before the transaction closes, when the outcome can still be changed.
TaxWealth enables property owners to exit valuable assets without being forced into a reinvestment strategy or giving up liquidity. By analyzing the transaction before it closes and structuring it accordingly, clients keep more of their wealth at closing. This approach increases usable capital, maintains full tax compliance, and provides the freedom to direct proceeds according to their financial and legacy goals.
An investor was selling a commercial office buildings in California in the $10M–$20M range. On a conventional sale, the projected combined federal and state tax reached the $2.5M–$5M range. Because the property carried substantial debt, tax plus debt payoff would have left the owner underwater, a projected net loss despite a high-value transaction.
After a full pre-sale analysis, TaxWealth structured the transaction so the owner cleared the existing debt and still kept positive usable capital, turning a projected loss into a multi-million-dollar positive outcome. The capital stayed available to the owner to reinvest and build on, rather than being lost to tax and debt.
Transaction Range: $10M–$20M
Figures are shown in ranges to protect client confidentiality. Every result is specific to one client’s transaction and reviewed by their own CPA and attorney.
On a conventional sale this seller would have been left with a net loss after tax and debt. The analysis turned that into a positive, multi-million-dollar outcome. Figures are specific to this client and transaction.
The dollar figures are presented in ranges to protect the client's confidentiality. The percentage improvement is exact and comes from the completed analysis for this client.
No. TaxWealth works alongside your own CPA and attorney. Every plan is reviewed by your advisors before you act on it.
Before the sale is final. The analysis is what makes outcomes like this possible; once it closes, most options are gone.
This case was in California, and the analysis accounted for both federal and California state tax. Every case is evaluated on its own facts and jurisdiction.
No outcome is promised. Each analysis is specific to the client's transaction and is reviewed by the client's own CPA and attorney before any decision is made.
Our approach helps business owners, real estate investors, and high-net-worth individuals keep more of the proceeds from a major sale through tailored tax strategies. Don’t leave money on the table, discover your tax-saving potential today!
TaxWealth helped a luxury homeowner increase post-sale liquidity by 6.8%, while retaining full control of their capital. Read More
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TaxWealth helped a commercial property owner increase available funds by 37.6% and keep more of the proceeds, unlocking liquidity without relying on a 1031 exchange. Read More
Whether you’re exploring options, seeking a second opinion, or ready to act, schedule a confidential consult or partner discussion today.