Business Owners seeking asset protection, while deferring tax burden
Business sales are the most common asset used in Appreciated Asset Exchanges. Whether your business is a stock or asset sale, we will work with you to structure an Appreciated Asset Exchange that meets your specific needs and desires. Some examples of business sales that can utilize the Appreciated Asset Exchange are:
Asset sale of business
Stock sale of business
businesses with or without debt
Business sales in which buyers use financing
Real Estate Owners wanting to gain diversification and defer tax burden
If you are selling real estate, typically, you would utilize the 1031 exchange to defer taxes, or pay up to 37% in capital gains tax. The 1031 is an effective tax deferral tool. However, if you want to diversify your holdings into other asset classes, or even rescue a failing 1031, our Appreciated Asset Exchange can provide an effective solution.
Other Assets that are often hard to protect and expensive to sell
If you are selling investments such as rare art or automobile collections, you may be subject to taxes at levels higher than traditional assets. As such, you could utilize the Appreciated Asset Exchange to domicile the asset in a state where greater asset protection laws exist and tax deferral can be gained.