Capital Gains Strategy Guidance & Expertise

Individuals who possess valuable assets such as residences, ranches, businesses, commercial real estate, medical practices, and more, often find themselves hesitant to sell due to the associated capital gains tax expenses. However, there exists a solution that allows for the deferral of capital gains tax and a reduction in overall tax obligations. The Deferred Sales Plan™ (DSP) presents a viable pathway out of this financial predicament. By employing a legitimate and established approach, the DSP permits property sellers to defer payment of capital gains taxes, which would typically be due upon sale, to a predetermined period in the future, as chosen by the Seller/Taxpayer. This tried-and-true investment strategy serves as a legal method for delaying capital gains tax payments when divesting oneself of a business or property.

The concept of deferring Capital Gains taxes is not an unknown one. Other widely used methods for tax deferral include 1031 Exchanges, charitable trusts, and traditional seller carry-back installment sales contracts. A multitude of trusts are employed by countless Americans to safeguard and perpetuate their wealth for both personal use and the benefit of their descendants.

Hood Financial Solutions proudly operates as an authorized member of the Estate Planning Group. The Estate Planning Group* stands as the pioneer and originator of the Deferred Sales Plan™ and is the sole entity to have undergone a comprehensive review by the IRS. Our profound expertise, coupled with the collaboration between Hood Financial Solutions and the highly specialized tax attorneys of the Estate Planning Group, ensures that you receive expert guidance in deferring capital gains taxes resulting from the sale of your highly appreciated asset.

*The Estate Planning Group is an association comprising accomplished professionals who offer the Deferred Sales Plan™ as a flexible alternative to a 1031 Exchange, delivering significant deferral of capital gains tax.