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Of all the planning strategies, perhaps the
most overlooked is the ability to defer the payment of taxes,
especially on the sale of appreciated assets. Such assets
include a business or business interest, real estate, land,
collectibles, or stocks, bonds and other investments.
Typically, the owner of an appreciated asset
will be reluctant to sell because of the hefty capital gains
tax the sale will generate. But that same owner may also be
reluctant to use any of a number of conventional strategies
for deferring taxes. Primarily, the owner may not trust a
potential buyer to pay on an installment sale or may not be
willing to trade the asset for a like asset by way of a 1031
exchange.
At EPIC, we can help owners of appreciated
assets sell them at full market value, but without the added
risk of installment sales. Our proprietary strategies will
allow you, in many cases, to :
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Defer capital gains for up to 30 years |
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Invest proceeds on a tax-deferred basis in a diversified
portfolio of stocks and bonds |
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Pay taxes only when those stocks or bonds are sold |
Contact us
for further details or to arrange a consultation.
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