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Case Study: Sale of a Four-Plex Investment Property Located in Phoenix, AZ


The owner of a four-unit investment property found a buyer willing to pay $2.4 million for the property and entered escrow.  He, however, soon discovered from his CPA that he would have to pay more than $600,000 in federal and state taxes, leaving him with just over $1 million when escrow closed.

TaxWealth Solution

By implementing a specially crafted installment sale planning approach, the property owner deferred the capital gains taxes and at close of escrow increased the amount he received by more than $469,000, as compared to what he would otherwise have had after-tax.

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