Don’t let business capital gains tax reduce the wealth you’ve built. Leverage IRS-approved strategies to defer, reduce, or eliminate taxes when selling appreciated assets.
Selling real estate, a business, or a major investment often triggers hundreds of thousands to millions in taxes. Many owners resign themselves to writing a massive check to the IRS, reducing the wealth they worked years to build.
Capital Gains Mitigation strategies use IRS-approved tax provisions to reduce, defer, or eliminate taxes triggered when you sell appreciated assets such as real estate, businesses, or stock portfolios. Instead of paying 20–30% in federal and state capital gains, you can redirect those dollars into tax-advantaged structures.
Capital gains mitigation strategies redirect those tax dollars into IRS-approved vehicles such as:
By leveraging these tools, you defer or reduce your immediate liability and keep your capital working for you.
→ $1.4M gain. Using a 1031 into an Opportunity Zone Fund, 100% of tax deferred + future appreciation sheltered.
Funds a Charitable Remainder Trust, defers all tax, secures lifetime income stream, and leaves tax-free legacy for heirs.
→ deferred tax liability
Example: Sale of a $5M commercial property with $2M gain.
→ $400K–$600K
→ preserving capital for reinvestment.
Navigating business capital gains tax can be complicated, but with the right strategy, you can protect your wealth and grow your investments. Here’s why clients trust us to help mitigate capital gains taxes:
We specialize in IRS-approved tax strategies designed to help you reduce or defer your business capital gains tax liability. Our team stays up to date with the latest tax codes to ensure you take advantage of the best opportunities available.
By using strategies such as Charitable Remainder Trusts or DSTs, we help preserve your capital for reinvestment, while minimizing your tax burden. We align tax planning with your retirement and estate goals to ensure long-term wealth preservation.
All of our capital gains mitigation strategies are based on well-established sections of the tax code and IRS guidance. You can trust us to ensure proper structuring and documentation to keep you compliant and reduce the risk of audits.
Whether you're selling real estate, a business, or appreciating assets, we provide tailored strategies to meet your specific financial goals. From 1031 Exchanges to Opportunity Zone funds, we help you find the best path forward.
Our clients have successfully mitigated millions of dollars in capital gains taxes through well-structured strategies. We've helped individuals and businesses avoid hefty IRS tax bills and reinvest their capital into growing assets.
We make the complex process of capital gains tax mitigation simple and efficient, ensuring that your tax strategy is implemented correctly and that you keep as much of your wealth as possible for reinvestment.
Capital gains tax mitigation involves using IRS-approved strategies to reduce, defer, or eliminate taxes on the sale of appreciated assets like real estate or businesses. By using strategies such as 1031 Exchanges or Opportunity Zones, you can redirect your tax dollars into tax-advantaged vehicles, keeping more of your profit to reinvest.
Yes, investing in an Opportunity Zone allows you to defer taxes on your capital gains and, in some cases, eliminate them. If you hold your investment for at least 10 years, you can enjoy tax-free growth on the funds you invest in these designated areas. It’s a powerful tool for both deferring and reducing capital gains tax.
Yes, small businesses can take advantage of capital gains tax mitigation strategies, especially if they are selling assets like real estate or equity in their business. Small business owners can benefit from techniques such as 1031 Exchanges or Structured Installment Sales to reduce or defer tax liabilities from the sale of their assets.
Business owners, real estate investors, and anyone selling large appreciated assets like businesses, real estate, or stock portfolios can benefit from these strategies. If you’re facing significant capital gains taxes (typically $250K or more), using mitigation strategies can help reduce or defer the amount you owe.
These strategies are fully IRS-approved, meaning they are legal and compliant with tax laws. However, it’s important to structure and document your transactions correctly. Working with an experienced tax advisor ensures that everything is done properly to avoid any issues with the IRS.
No, each strategy is based on well-established sections of the tax code, backed by decades of rulings and IRS guidance. The key is proper structuring and documentation.