TaxWealth is able to calculate your cases’ projected taxes, research and identify tailored solutions, and provide a detailed report highlighting the specific benefits for your situation. Here are just a few examples of the hundreds of cases where TaxWealth has helped clients and their tax teams protect their bottom line.
Sale of a Legacy Ranch
Property owner received a 16% increase of funds at the transaction close and an 83% reduction in effective tax obligation.
Sale of a Four-Plex Investment Property Located in Phoenix, AZ
Property owner deferred the capital gains taxes, collected more than $2.3M when escrow closed, and increased distributions by more than…
Sale of an Event Services Company Located in CO
TaxWealth's multiple solutions resulted in options that provided a minimum of $500,000 more in after tax distribution.
Sale of Commercial Property Located in CA
The property owner defers the taxes and receives $840,804 (40%) more than he would have using conventional tax planning.
Stock Sale of Service Business
The seller received more than $5.6 million, an increase of more than $1.5 million.
Dental Practice Equity Sale
A dentist wanted to sell his practice, an S-corp, for $1 Million. Without planning, he would have to pay taxes…
Commercial Office Buildings
The owner of two office buildings with a combined value of $14.9 million wanted to sell but faced a major…
Equity Sale of a Family Limited Partnership (FLP)
A Partner gains nearly $3 million more while eliminating the capital gains taxes.
Luxury Private Home Sale
A retired couple downsizes to a new home, solves the capital gains tax problem and generates more income.