Case Studies

You may have encountered a business owner reluctant to sell because of the potential taxes on the gain. In many states, like Massachusetts, business owners may now face higher state taxes on capital gains when their total income is over $1M, which can happen when they sell. In addition to the regular federal income taxes owed, the Net Investment Tax or Additional Medicare Premium taxes may be triggered. On top of these, they may also owe state income tax surcharges on income from the business sale. Faced with the prospect of taxes depleting their net sale proceeds, they may delay the sale. And the delay may even risk the future sale value of the business when the owner finally decides to cash in later.  

Tax Wealth Network Solution

By working with us, we can help you stand out from your peers. We can demonstrate to your selling prospects and their CPAs and attorneys how they can structure a sale by using one or more tax planning solutions so that they may walk away from closing with NO immediate capital gains taxes due. And depending on the sale structure, they may have more money available to invest to generate the same or more income without the headaches of being a property owner. We can show them how to get guaranteed income that bolsters their retirement plan or helps them diversify their portfolio. And by offering this set of solutions, you can win over a reluctant seller, unlock their property’s value, and win the listing with the help of the IRS.