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Defer Capital Gains Tax

A Better way to defer tax on highly-appreciated assets

Owners of highly-appreciated assets are often reluctant to sell because of capital gains taxes associated with the sale.

If you own a business, corporation, commercial or residential investment real estate, stocks, or crypto, your options are limited to a property exchange, directed by a Qualified intermediary, that comes with strings attached.

Defer Tax and Create Income

There comes a time when we might want to use and enjoy the gains created by an appreciated asset. Typical exchange strategies keep those gains locked in the asset itself and prevent its use.

Get in touch today to learn how to create income from the full value of an asset by deferring the tax.

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