Consider Capital Gains Taxes Impacts

When you sell real estate, the sale may be subject to taxes based on the gain in value of the property. The gain in value is classified as a capital gain and the potential tax associated with that gain is referred to as a capital gains tax. Capital Gains taxes can be one of the largest obstacles to building generational wealth. Understanding Cost Basis is a critical component of minimizing capital gains taxes. Through a real estate plan we look to employ strategies to minimize or even eliminate capitals gains taxes, enabling families to pass more wealth to future generations.

Collaboration with Financial Advisors, CPAs and Trust Attorneys

We work with your team of trusted advisors to ensure the plan you decide on meets all aspects of your financial and real estate goals.

Make Your First Purchase

Once you have determined your investment goals, understood how to make sound financial decisions based on performance, considered Capital Gains impacts and have the right team of professionals on your side, make your first investment purchase. Often times we see new investors waiting until the "perfect" opportunity comes available. Sometimes the "perfect" opportunity never becomes available. We can help make that first purchase through a Real Estate Plan.

A Real Estate Plan begins with a simple Strategy Session to discuss your family's goals.