With no up-front cost or obligation, we calculate the projected taxes, research and pinpoint the solutions, and report to you the varying benefits specific to your situation. Here are a few examples of clients who we have helped keep significantly more of their tax dollars.
Sale of a Legacy Ranch
Property owner received a 16% increase of funds at the transaction close and an 83% reduction in the tax obligation.
Sale of a Four-Plex Investment Property Located in Phoenix, AZ
Property owner deferred the capital gains taxes and collected $1,558,952 tax-free when escrow closed, increasing distributions by more than $469,000.
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 tax-free, 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 nearly…
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.