Are you selling a high valued residential home, investment property or a privately held business where you will be subject to capital gains taxes? Give us a call prior to selling your equity or asset, we will educate you, your CPA and tax attorney on the process; and once you have a buyer we will design a perfectly tailored plan saving you a considerable amount of time and money. Bonus- This strategy also works if you’re in escrow or have a failed 1031 exchange.

Limiting Capital Gains Taxes

Selling your property business or other capital asset?

We believe every business should have one core strength. Ours is navigating the risky tax obligations people incur when selling properties and businesses. Not many people realize until it’s too late that their tax obligations may be even higher than the current 20% federal capital gains tax rate, the applicable state rate and the newly added 3.8% Net Investment Income Surtax introduced by the Affordable Care Act. Our specialty is crafting a well-designed tax strategy to avoid paying more than you are required to.

Quan Financial will help soften the blow triggered by the sale of a highly valued residential or investment property, a business, equity in a company or any other qualified capital asset. There is no cost or obligation to identify the various taxes and amounts that you would be subjected to and how to reduce or eliminate them. We may also be able to solve your tax problems while maximizing your profits upon closing even if you are in escrow or have a failed 1031 exchange.