Financial Services - San Francisco, California, United States
We enable sellers of highly appreciated assets to defer their long-term capital gains tax and exit with cash, using a tax strategy that combines a long-term installment sale with a tax-free loan.Sellers can obtain 93.5% of the net sales proceeds in cash at closing, and their capital gains tax is deferred for 30 years.This strategy may be applied to any asset other than publicly traded securities, such as commercial or multifamily real estate, businesses, agricultural property, intellectual property, and even primary or second homes.This strategy can be appropriate whenever a cash exit is desired, and it can be an attractive alternative to a 1031 exchange or a deferred sales trust. It is time tested and IRS-accepted.If you are considering the sale of a highly appreciated asset, or if you are an advisor to a client facing a large capital gain on sale, we may be able to help you.
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