408-679-1288
KEEP YOUR WEALTH SALES SOLUTIONS 0000335 WEBSITE 3

Are You In Search of Capital Gains Tax Solutions?

Tax on capital gains can cause serious damage to your bottom line. Luckily, there are a multitude of provisions in the tax code that enable taxpayers to reduce, defer and in many cases eliminate taxes altogether. With strategic advance planning you can protect your hard-earned equity. 

Home page 1 (1)

Protect your bottom line

Keep Your Wealth Sales Solutions specializes in helping sellers protect their bottom line when selling highly-appreciated assets. Whether you're selling residential or investment real estate, a business or other type of capital asset we can help design a plan to get you to your goals. 

You only get to sell it once - Let's do it right!

There are no do-overs. Once the ink is dry on the closing papers you cannot change the arrangement of your sales transaction. Therefore, forward thinking and advanced planning are key in the preparation phase of your sale. Selling a long-held home, investment property, business or other asset can be emotionally, financially and logistically challenging. Accumulating wealth requires focus, determination, discipline, calculated risk and knowledgeable advisors. However, when a sale is being considered, the emphasis shifts to preserving equity. This shift requires new knowledge, new strategies and sometimes includes new advisors. Having a team of expert tax strategists on your side can insure you net the highest return.

Advance planning nets you the highest return!

Home page 2
Home page 3

Get high-impact solutions

  • Dramatically reduce, defer or in some cases eliminate taxes with sophisticated, proven tax-planning approaches as well as lessor known methods.
  • Convert tax liabilities into wealth-building assets and tax-advantaged income.
  • Receive sound tax planning methods that require little ongoing management.
  • Utilize your current advisors through the process. 
  • Liquidity and flexibility post sale.

 

Schedule my free consultation now! 

Just fill out our contact form, and we'll be in touch soon!