If you have highly appreciated assets with over $500,000 in capital gains exposure, then a deferred tax strategy may be A WAY OUT by providing you with a strategic way to engineer the assets you receive.
Tax Strategies
Summit Wealth Strategies
Deferring Taxes on Capital Gains
A Deferred Tax Strategy from Summit Wealth Strategies™
Tailored for Highly Appreciated Assets
A Unique Tax Strategy
If you are selling, or are considering the sale of a highly appreciated asset such as a business, real estate, art, car collection, stocks, etc. with high capital gains tax exposure, we have a deferred tax strategy you should consider!
Depending on your situation, we recommend a deferred tax strategy that is a legal, proven 1031 Exchange alternative or a way to protect your 1031 Exchange from failing. The simple elegance of our tax deferral strategy applies a lawful and accepted process to allow the seller of a business to defer capital gain taxes due at the time of sale over a period of time agreed upon with the seller or taxpayer in advance. This tax strategy uses a 100-year-old tax code under IRS code 453, which is a form of an installment sale paired with a specialized trust that acts as a third party, so at the time of the sale you don’t receive constructive receipt of the asset, which would be taxable by the IRS. This is not a monetized installment sale.
Ultimately, this deferred tax strategy has the potential to generate substantially more wealth than a direct or taxed sale.
As an authorized and approved wealth advisor, Summit Wealth Strategies™ promotes a deferred tax strategy, which uses the Deferred Sales Trust (DST). The Estate Planning Team is not responsible for recommendations made by Summit Wealth Strategies™, including the Deferred Sales Trust or other tax, legal, or estate planning strategies. The tax strategies referenced are offered through a deferred tax strategy. Summit Wealth Strategies™ is an investment advisory practice that offers investment advisory products and services through Summit Wealth Asset Management (SWAM), a registered investment advisor. These tax strategies offered by a deferred tax strategy are not subject to investment advisor requirements. Insurance and annuities are offered through Summit Wealth Strategies™, LLC, Colorado Insurance License #546856.
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