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Structural Tax Advisors
Capital Gains Tax Strategy

Selling a Business or Investment Property With a Large Gain?

Before you close, review advanced tax strategies that may help reduce the capital gains tax impact and preserve more of your sale proceeds.

Important: Many planning options must be reviewed before the sale closes. Waiting until after closing may limit what can be done.

Selling a business, rental property, or investment property

Expecting a significant capital gains tax bill

Planning before closing

Looking for advanced strategy, not basic tax prep

Complimentary 30-minute review for qualified transactions.

Best timing: before LOI, under contract, or before closing. If the sale already closed, options may be limited.

Typically a fit if you are expecting:

  • $1M+ capital gain
  • $250K+ estimated tax exposure
  • Business, rental, commercial, or investment property sale
  • Sale has not closed yet

Step 1: Calculate Your Potential Tax Exposure

The calculator is only an estimate. The review determines whether planning options may apply before closing.

Designed with compliance review
Confidential
Forbes Finance CouncilForbes Finance Council Member
Built around IRC §170

How the Capital Gains Review Works

01

Share Your Transaction Details

Tell us what you are selling, your expected proceeds, basis, state, and closing timeline.

02

We Estimate Your Tax Exposure

We estimate your tax exposure and review whether planning options may be available based on your specific facts.

03

Outline Structure & Next Steps

If there is a fit, we outline the structure, documentation, timeline, and next steps — all before closing.

Who This Is For

  • Business owners preparing for a sale or exit
  • Real estate investors selling rental or investment property
  • Owners considering a 1031 exchange but wanting alternatives
  • Sellers with $1M+ expected gains
  • Sellers who have not closed yet

Who This Is Not For

  • ✕Basic tax preparation
  • ✕IRS tax debt or payment plans
  • ✕Small personal home-sale questions
  • ✕DIY capital gains calculators
  • ✕Sales that already closed with no planning done beforehand

Not a Deferral. Not a 1031. A Structure.

Most "capital gains strategies" delay the tax — Opportunity Zones, 1031 exchanges, installment sales, CRTs. They push the bill into the future, restrict your access to capital, or trap your assets in illiquid structures. The Strategic Giving Partnership is different. It uses a permanent charitable structure built around charitable planning principles under IRC §170 that may produce a real-dollar reduction in the year of the sale, depending on facts, timing, and implementation. This is designed to reduce current tax exposure and support long-term planning. Planning must be completed before closing.

How the SGP May Reduce Capital Gains Tax

01

Pre-Sale Architecture

Before your transaction closes, we structure the SGP to work with the gain through a charitable planning architecture — not a loophole, not aggressive timing.

02

Strategic Giving Partnership

The SGP creates a charitable structure built around IRC §170 that may generate a deduction designed to significantly reduce the capital gains tax owed — applied in the year of the sale.

03

Long-Term Planning

The structure may remain active for future gains. Additional sales, exits, or liquidations may continue to benefit from the planning, depending on facts and implementation.

Real Estate Portfolio Exit
"For 20 years we poured everything into building our portfolio. The strategy helped reduce our projected tax exposure significantly and allowed us to move assets outside our taxable estate with a clear structure."

The Martinez Family

Real Estate Portfolio Owners, California

$2.1M

Net Profit

$650K

Projected Savings

"We sold a $12M tech company and the projected savings exceeded $1.2M based on our transaction facts. Fully documented, attorney-backed, and our CPA signed off on everything."

J.T., Founder

SaaS Exit, San Francisco

$1.2M

Projected Savings

Examples are illustrative. Results vary based on transaction type, timing, state, basis, income, and implementation.

Closing soon? Review your capital gains planning options before the sale is final.

Complimentary 30-minute review for qualified transactions.

Prefer to talk now? Call (424) 291-9062

What Happens on Your Complimentary 30-Minute Call

This isn't a sales pitch. It's a private strategy session with a senior tax architect who specializes in capital gains structures.

Review your transaction and current tax exposure

We'll look at the asset, the gain, the timeline, and what your CPA has currently planned for the event.

Assess whether planning options may be available

You'll see a personalized assessment of how the SGP may apply to your gain, asset class, and state — with projected estimates.

Confirm fit and outline next steps before closing

If it's a fit and your timeline allows, we'll walk through onboarding. If it's not, we'll tell you — no pressure, no follow-up.

"No pressure, no sales pitch. If it's not a fit, we'll tell you."

Common Questions

How is this different from a 1031 exchange or Opportunity Zone?
A 1031 exchange defers your capital gains tax — you still owe it eventually, and you're locked into reinvesting in like-kind property. Opportunity Zones require a 10-year hold in designated areas. The SGP uses a charitable planning structure under IRC §170 that is designed to produce a reduction in the year of the sale — not a deferral. You maintain access to your capital without geographic or reinvestment restrictions.
Does this work for all types of capital gains?
The SGP may apply to many types of capital gains: business exits, real estate sales, stock liquidations, partnership interest sales, and more. Whether it applies depends on your specific facts, timing, and implementation. Use the calculator above to estimate your exposure, then book a review to discuss your situation.
I'm closing in 30–60 days. Is it too late?
Not necessarily — but timing matters. The structure must be reviewed and implemented before the sale closes. If you're within 30–60 days, we can often work within that timeline. The sooner you call, the more options may be available.
Is this really legal?
Yes. The SGP is built around charitable planning principles under IRC §170, which has been part of the tax code since 1917. Every engagement includes a third-party legal opinion letter from independent tax counsel. Our structures have been reviewed by major accounting firms.
What does it cost?
Pricing is based on the size of the gain and the complexity of the transaction. There's no cost for the initial strategy call — that's complimentary. If we move forward, fees are structured relative to the projected tax reduction.
What if I have a CPA already?
Good — you should. The SGP is designed to work alongside your CPA, not replace them. We coordinate directly with your existing tax team to ensure seamless implementation. Your CPA handles your return; we handle the structure.
What if my sale already closed?
Some planning options may no longer be available after closing. The review is most valuable before the transaction is finalized.
Do you replace my CPA?
No. We work alongside your CPA and legal team when appropriate. This review focuses on advanced planning strategy, not basic tax filing.
Forbes Finance CouncilForbes Finance Council Member

Selling Before Year-End or Closing Soon?

Book a private capital gains tax review before your transaction closes.

Complimentary 30-minute review for qualified transactions.

Prefer to talk now? Call (424) 291-9062