Income Spike
A one-time sale pushes you into the highest tax brackets for both federal and state purposes.
Who We Serve: Capital Gains
The Capital Gains Challenge
A hallmark of success that brings an immediate tax problem.
The Challenge
Selling an asset can trigger a major tax event
Significant Liability
Federal bills often reach 20% or more, plus state taxes, significantly eroding your net return.
Timing Pressure
Liability is triggered in the year of sale, creating an urgent need for an immediate deduction strategy.
Strategic Scenario
$1 Million Real Estate Sale
-$200,000
Tax Liability (Without DBSP)
-$100,000
Tax Liability (With DBSP) — Save ~$100k
*Scenario: $1M Capital Gain taxed at 20%. DBSP creates a $500k deduction via a $125k investment, halving the tax bill.
Important
Important Timing Consideration
To offset a capital gain, it is crucial to engage with the DBSP in the same tax year that the gain is realized. Your engagement establishes the basis for your future deduction.
Preserve Your Hard-Earned Gains
Don't let taxes diminish the success of your asset sale. Our team works closely with you and your tax advisors to ensure the timeline aligns with your planning needs.
Schedule an Urgent Consultation