Common
Problem
Owners of appreciated capital assets (privately held businesses, commercial real estate, partnership interests mineral rights, etc.) are frequently reluctant to sell these assets because they’re facing daunting capital gains taxes.
Unique
Solution
Our Wealth Management and Proactive Tax Planning Team offers a unique strategy in these cases. It enables sellers to receive their sales proceeds now, while legally deferring all taxes for as long as 30 years. This tremendous strategy is IRS-approved and proven, and it has worked successfully for 24+ years.
What
Qualifies?
Any property (residential or commercial), a business, or other capital assets valued at $500K or greater, will qualify, except for exchange traded stocks. There is NO maximum asset value.
Food For
Thought
Just 5% of all the people in the U.S. make 95% of the money. Do you believe that this 5% group is doing something different?
Section 1031
Sale/Purchase Exchange
Next Stage Financial
Capital Preservation Strategy
Assets Eligible
For Sale?
Commercial & other investment real estate – ONLY.
Any capital asset (commercial or residential property, business, partnership interest, mineral rights) of $500K value, or greater. Not available for exchange traded securities.
Timing
Requirements?
New property identified within 45 days of the sale of the old property, and the purchase closed within 180 days.
NO time limit is imposed on when (or even if) to invest the funds which are received at the close of sale, on the old capital asset.
Assets Eligible
For Purchase?
The new property must be real estate intended for commercial or other investment use.
No limits or restrictions are imposed on where, or even how, you must invest the funds received at the close of sale. Seller is free to create an investment plan that meets their unique goals, objectives and needs, exactly.
Taxes Due On
Appreciation?
As long as the value of the property is equal or greater than the value of the property sold, taxes are deferred until sale of new property.
Taxes are deferred for decades! The new property, or the capital asset purchased (if any), benefits from the NEW cost basis of the purchase price.
Unlike a 1031 Exchange, the Seller is NOT required to buy more real estate. This can be an EXIT or a REPLACEMENT strategy, at the Seller’s preference.
Seller simply sells the property, deferring the taxes for decades (paying them in much cheaper future dollars , due to inflation), and receives a LUMP SUM of tax-free cash today. Seller may invest these funds however and whenever they choose, without onerous restrictions.