Free 30 Minutes Strategy Call Application
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State you live in?*
Best Email Address*
Best Contact Number*
What Is Your Current Situation*
Type of Property or Business*
Briefly Describe Your Property, Business or Asset You Are Selling*
How is the property owned*
status of property or business sale*
State property or business is located in?*
What is the fair market or re-sale value for the property or asset after commissions, fees, etc?*
Total Amount of Loans and/or mortgages that will be paid from the sale proceeds? *
What is the properties basis (cost plus improvements) before depreciation?*
What is the amount of depreciation that has been taken? (If applicable)*
What was your income for the year of the sale, not including the property sale?*
Would you like to be passive or would you rather be active and invest into more real estate or business deals on your own or with your partners?*
Up To This Point Why Do You Feel You Haven't Sold Your Asset or Found a Solution To Your Capital Gains Tax Liability? *
How did you hear about Capital Gains Tax Solutions? Did someone refer you to us?*
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P A R T O N E
What Is Your Current Situation?
I own a investment property, business or high end primary home
I work with high net worth clients to help them with their investment property, business or high end primary home
None Of These Options Apply To Me
Type of Property or Business?
Business or Professional Practice Owner
Commercial or Investment Real Estate
Artwork, collectibles, stock, carried interest, captive insurance, etc...
P A R T T W O
Property Details For Your Free Consultation Call
How is the property owned?
Status of Property or Business Sale?
Listed No Buyer
With 1031 intermediary
Would you like to be passive and just receive income or would you rather be active and invest into more real estate or business deals on your own or with your partners?
Passive: I'm ready to retire for now, however, I like the option to get back in a business or real estate deal all tax deferred should a deal come up which I like.
Active: I'm ready to invest in a deal today or in the near future and want to run my own deal which I'm in control of.
Mix: I would like to have a mix of the above.
CRE: I love investment real estate investing and would like to be passive and have funds invested with an individual or group who has a proven track record and above-average returns in investment real estate deals.
Mix: Mix of all of the above and open to other ideas.
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