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 residential real estate portfolio in Illinois in the $20M+ range. On a conventional sale, the projected combined federal and state tax fell in the $5M+ range, a large share of the transaction lost to tax, cutting the seller's liquidity and reinvestment options.
After a full pre-sale analysis, TaxWealth structured the transaction so the seller kept substantially more of the proceeds, about 37% more usable capital than a conventional sale would have produced. That capital stayed available to the seller to reinvest and build on.
Transaction Range: $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.
In this case, the analysis produced about 37% more than a conventional sale would have. Figures are specific to this client; every situation is different.
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 Illinois, and the analysis accounted for both federal and Illinois 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
TaxWealth helped a commercial property owner turn a projected loss into positive retained capital, preserving liquidity at close. Read More
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.