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Case Study: Sale of Commercial Property Located in CA


A real estate investor who owned commercial property wanted to sell his property for $3,750,000.  Without planning, he would pay $1,069,385 in capital gains tax and receive $1,580,617 in after-tax profit.

TaxWealth Solution

The property owner sells his property, defers the taxes, and receives $840,804 more than he would have otherwise had after-tax, totaling $2,421,419, an increase of nearly 40%.

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