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Alan Kaplan
CEO
Kaplan Financial Associates
1990 North California Blvd.
8th Floor
Walnut Creek, CA 94596

(925) 287-6400 office
(925) 287-6401 fax
(925) 260-2695 cell
aklfinancial@mac.com
visit my website


 
A Way Out

     Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what other choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains tax deficits that so many investors experience when they sell their real estate assets? The answer may lie in the Deferred Sales Trust™.

     This capital gains tax deferral tool could save you thousands of dollars, and at the same time, you would then have the opportunity to potentially make a profit on the money you would have paid to Uncle Sam in the year of the sale. Obviously, this strategy is gaining popularity among those who have highly appreciated assets that are marked for sale. You too can potentially take advantage of this program once you understand how it works.
 

 

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Securities offered through 1st Discount Brokerage (Member FINRA/SIPC). Investment advisory and financial planning services offered though 1st Discount Brokerage (a registered investment advisor). Estate Planning Team is not affiliated with 1st Discount Brokerage.