Orange County Real Estate Investment & Tax Strategies
949-275-0335
info@bjrossberassociates.com

BJ Rossberg & Associates is in the business of helping clients with a wide spectrum of needs by providing cutting-edge information, services, and opportunities so that families may prosper for generations.

Capital Gain Guardian

CAPITAL GAIN GUARDIAN(an Alternative to a 1031 Exchange)

 

safe door with combo lock

(an Alternative to a 1031 Exchange)

TAXES ARE A REALITY

HOWEVER, WITH PROPER PLANNING, THE PAIN OF TAXES CAN BE REDUCED AND DEFERRED.

CAPITAL GAINS TAXES ENJOY WHAT CAN BE A LOWER TAX RATE, BUT MANY PEOPLE PREFER TO DEFER THE CAPITAL GAINS AND OTHER TAXES FOR DECADES SO THAT THEY CAN INVEST AND BUILD ADDITIONAL ASSETS.

UNFORTUNATELY, THE MOST COMMON TAX DEFERRAL STRATEGY, THE 1031 LIKE-KIND EXCHANGE, REQUIRES ONE TO REINVEST AN AMOUNT THAT IS EQUAL TO OR GREATER THAN THE ASSET SOLD AS WELL AS ASSUME AN EQUIVALENT AMOUNT OF DEBT IF THE CAPITAL GAIN AND OTHER TAXES ARE TO BE FULLY DEFERRED.

FURTHER, WITH THE CHANGE IN THE TAX LAW IN 2018, THE 1031 MAY ONLY BE USED ON REAL BUSINESS ASSETS, SO BUSINESSES AND OTHER PERSONAL BUSINESS ASSETS MAY NO LONGER TAKE ADVANTAGE OF THE 1031 LIKE-KIND EXCHANGE.

ADDITIONALLY, WITH THE 1031, THERE ARE STRICT TIMELINES THAT MUST BE MET OR ONE RISKS HAVING THE TAX DEFERRAL FAIL AND THE TAXES COME DUE IMMEDIATELY. THIS MAY PREVENT SELLING WHILE VALUES ARE HIGH AND THEN BUYING AFTER A MARKET CORRECTION.

WHAT IS A PERSON TO DO WHO WANTS TO SELL NOW, DEFER TAXES FOR DECADES AND STILL GAIN ACCESS TO AN AMOUNT THAT IS NEARLY EQUIVALENT TO THEIR EQUITY TO USE HOW, WHEN, AND ON WHAT THEY DESIRE?

GOOD NEWS!

WE MAY HAVE THE ANSWER YOU HAVE BEEN LOOKING FOR!

WITH THE CAPITAL GAIN GUARDIAN, OWNERS MAY:

1) LIQUIDATE THEIR HOLDINGS THAT HAVE CAPITAL GAINS (MOST REAL AND PERSONAL PROPERTY THAT IS EITHER BUSINESS OR NON-BUSINESS),

2) RECEIVE A NEARLY EQUIVALENT AMOUNT AS THEIR EQUITY IN THEIR HOLDINGS AND

3) DEFER CAPITAL GAINS AND OTHER TAXES FOR DECADES.

IF THIS SOUNDS OF INTEREST, CONTACT US TODAY TO DISCUSS IF THIS CAPITAL PRESERVATION STRATEGY MIGHT BE RIGHT FOR YOUR NEEDS AND GOALS.

Check out a quick (5 minute) video that discusses the strategy:

 

 

QUESTIONS AND ANSWERS

Q: WHAT ASSETS QUALIFY FOR THE STRATEGY?

A: MOST CAPITAL ASSETS QUALIFY (REAL OR PERSONAL), BUT WE MUST DECIDE ON A CASE-BY-CASE BASIS IF THE STRATEGY IS A GOOD FIT

Q: HOW LONG DOES IT TAKE?

A: NO LONGER THAN A TYPICAL ESCROW

Q: WHAT SITUATIONS RELIZE THE GREATEST BENEFIT?

A: LOW TAX BASIS, HIGH GAINS, SEEKING FOR TAX DEFERRAL AND ACCESS TO FUNDS TO INVEST AS DESIRED

Q: IS THE STRATEGY TAX CODE COMPLIANT?

A: YES! IT IS COMPLIANT AND HAS BEEN USED FOR DECADES

CONTACT US TODAY TO LEARN MORE AND/OR TO SCHEDULE A PERSONAL WEBINAR ON CGG TO FIND OUT IF THIS POWERFUL STRATEGY MIGHT WORK FOR YOU.

flag globe

Foreign Nationals

Helping Non-Resident Clients to Plan Ahead for U.S. Tax Realities

asset-management

Asset Management

Helping Clients to Maximize the Potential of Their Real Assets

legacy link icon

Legacy Protection

There are some simple steps that need to be taken to protect assets