Capital Gains & Transfer Tax Planning

Time is of the essence.

Proper planning and coordination with a variety of legal and financial professionals provides a fairly complex playbook to defend against capital gains and transfer taxation. It is common for a business owner or investor to take a reactionary posture when considering the sale or transfer of a highly appreciated asset. 

 

Time is an issue and though it may not completely eliminate all the plays in our playbook, it certainly restricts the majority of legal and financial structures commonly used to address these expenses. Giving our team 3-5 years notice allows the proper amount of runway in order to time, combine, and sequence a myriad of financial positioning to ensure maximum results are achieved.

 

There is no ‘one size fits all’ design here. 

Senior man in jewelry store selling luxury watches looking at camera

How It Works

services-icons-white-01

Assessment

A deep dive into your goals and objective is our starting point.  Primarily, what type of gain and how much is the exposure.  Much of the planning approach will be driven by the capital requirements of the client.  Once a solid understanding of how large the exposure is and what the short and long term needs of the potential liquidity are we will be able to identify all available opportunities within the tax code for deferral or elimination of the tax.

services-icons-white-02

Review

Collaborating with your pre-existing team of advisors and/or providing access to our resource pool we will model out the various scenarios available based on the particulars of your individual circumstances. A thorough understanding of the time and cost commitments needed to produce the desired outcomes will be delivered. Most often, this will include engaging third-party legal and accounting teams.

services-icons-white-04

Engage

If the available planning outcomes align with your individual goals and objectives, an engagement will be offered. The cost to engage is subjective and must be measured against your projected outcomes. Our fees are typically structured in a retention format. A properly designed plan typically takes several months and in some cases several years to execute with a variety of collateral professionals working together to accomplish the result.

Get started today.

Contact us to schedule your free consultation.