Benjamin Smith Email & Phone Number

Business owners, real estate investors, and holders of other highly appreciated assets often hesitate to sell when the time is right due to the significant capital gains tax liability that will result.Fortunately, we have solutions that offer attractive, flexible, IRS-compliant tax deferral solutions that can dramatically decrease or eliminate the capital gains taxes that would otherwise be recognized in the year of the sale. This tax strategy is often the ideal solution for the sale of:1) A business or corporation (where a 1031 exchange is no longer permitted by the tax code)2) Real Estate for sellers who want to "cash out" AND gain tax-deferred liquidity and diversification or whose 1031 exchange is in jeopardy due to 45/180-day "like-kind" replacement rules. Using this tax strategy, sellers can reinvest directly in real estate without timing restrictions and get a brand new depreciation schedule3) Sale of a high-value principal residence where capital gains will exceed the $250k\$500k allowed exclusion4) Other highly appreciated assets (privately-held stock, classic cars, collectibles, art, etc)We also work with business brokers, real estate professionals, CPAs, and attorneys who wish to significantly grow their businesses by helping them educate and assist their clients to utilize this tax strategy.Got to link to schedule a call: https://calendly.com/bsmith-53

Listed skills include Sales, Saas, B2B, Sales Process, and 16 others.