Case Studies

Oftentimes, we hear from real estate professionals about the difficulty in securing a listing from a seller of a primary home or rental property that will generate a huge capital gains tax. And in many states, like Massachusetts, homeowners now face higher state taxes on capital gains when total income is over $1M. So, selling a primary residence that may have a gain above and beyond the $500,000 exemption (MFJ) added to the property basis may lead to a much higher net total tax bill. For investment properties (where no exemption is applied), then the net income from the sale of an investment property will cost even more. In both cases, sellers may balk and refuse to list to avoid triggering the capital gains tax.

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.