Tax Deferral

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 :

• Defer capital gains for up to 30 years
• Invest proceeds on a tax-deferred basis in a diversified portfolio of stocks and bonds
• Pay taxes only when those stocks or bonds are sold

Contact us for further details or to arrange a consultation.