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As a leader in strategic tax deferral and wealth solutions, Capital Gains Tax Solutions® helps investors unlock trapped equity in real estate, businesses, and other highly appreciated assets. Our clients are then able to reinvest into debt or equity positions across a variety of sectors—including real estate housing, private lending, and alternative investments—all without being handcuffed by capital gains tax.
Want to see what’s possible?
EXPLORE HOW OUR CLIENTS ARE DEFERRING TAX, CREATING CASH FLOW, AND INVESTING WITH PURPOSE.
As a leader in strategic tax deferral and wealth solutions, Capital Gains Tax Solutions® helps investors unlock trapped equity in real estate, businesses, and other highly appreciated assets. Our clients are then able to reinvest into debt or equity positions across a variety of sectors—including real estate housing, private lending, and alternative investments—all without being handcuffed by capital gains tax.
Want to see what’s possible?
EXPLORE HOW OUR CLIENTS ARE DEFERRING TAX, CREATING CASH FLOW, AND INVESTING WITH PURPOSE.
Multifamily Property
Phoenix, Arizona
$120,000,000 EXIT
Selling a multifamily syndication and deferring capital gains tax without using a 1031 exchange, cost segregation, or an opportunity zone used to be complicated—but not anymore. Meet David Sloan, a Multifamily Syndication Expert who owns and manages over 2,500 units across the Western U.S. After selling his 96-unit complex, he was tired of paying capital gains tax or being forced into a 1031 exchange. So, he used a Deferred Sales Trust (DST) for the third time to defer his tax. If you’re a real estate investor, you don’t have to overpay taxes or settle for a 1031 property. With a DST, you can buy real estate tax-deferred at any time without the 1031 restrictions, all based on IRC 453.
Multifamily Sale
Athens, Georgia
$7,600,000 EXIT
Selling real estate and avoiding capital gains tax without using a 1031 exchange, cost segregation, or opportunity zones used to be difficult—but not anymore. Meet David S., a multifamily syndication expert who manages over 1,100 units in the Western U.S. After selling his 96-unit property, he didn’t want to pay a big tax bill or rush into another deal just to meet 1031 deadlines. So, for the third time, he used a Deferred Sales Trust to defer his taxes. If you’re a real estate investor, you shouldn’t have to pay capital gains tax or feel pressured into a 1031 exchange. With a Deferred Sales Trust—based on IRS code IRC 453—you can sell and reinvest on your own timeline, all while deferring taxes.
Property Sale
Sedona, Arizona
$1,800,000 EXIT
It all came down to trust and learning more about the process. With a background in healthcare, she understood how powerful education can be when facing something new. Listening to experts like Tom Wheelwright helped her see that taxes don’t have to be scary—you just need to take the time to learn. She stayed engaged, did her due diligence, and trusted the team. What really gave her confidence was seeing how well it had worked for others. This helped her feel assured that the approach would work for her too. The more she learned, the more confident she became in her decision. The trust, education, and involvement gave her the confidence to move forward, knowing she was on the right path to succeed.
Business Property
Roseville, California
$17,000,000 EXIT
Selling a $17 million media company in California doesn’t have to result in a hefty 40% capital gains tax bill. With the right strategy, it’s possible to defer those taxes and keep more of your profits working for you.
Marquee Media is a leader in high-impact advertising, specializing in both traditional and digital out-of-home media. They provide advertisers with access to some of the most sought-after billboard locations across California. Their digital billboards are equipped with the latest technology, delivering vibrant, high-resolution content to mass audiences in real time. These premium placements in major cities offer unmatched visibility and branding opportunities, helping businesses stand out and connect with consumers across the state.
Multifamily Sale
Denver, Colorado
$4,000,000 EXIT
A results-driven professional with strong expertise in information technology, geospatial data, and market research, supporting commercial real estate operations across South Carolina. Oversees key research and operational functions, providing accurate data and actionable insights to help teams and clients make smart, strategic decisions.
With a deep understanding of the local market and a focus on integrating technology with research, this role plays a vital part in streamlining processes, enhancing service, and driving value across the organization. Their work supports both day-to-day operations and long-term planning, helping position the company and its clients for continued success in a competitive market.
Property Sale
Sacramento, California
$1,800,000 EXIT
After owning their property for over a decade, two business partners decided it was time to sell in order to capture their gains and improve their return on equity. A suitable 1031 exchange was identified, but an unexpected family emergency caused one of the partners to withdraw from the deal—putting the entire exchange at risk and potentially triggering hundreds of thousands of dollars in capital gains taxes.
Fortunately, the Deferred Sales Trust provided a timely solution. One partner was able to use the trust to defer the tax liability, while the other completed a smaller 1031 exchange independently. In the end, both achieved financial success, and approximately 40% of the gain was deferred—resulting in a highly favorable outcome.
Property Sale
Taylor, Texas
$37,000,000 EXIT
Deferring capital gains tax on the sale of a multifamily syndication deal used to be a complicated and limited process—especially without relying on traditional strategies like a 1031 exchange, cost segregation, or investing in an opportunity zone. Many investors felt boxed in by the rigid timelines and strict rules. But that’s no longer the case. Thanks to innovative strategies like the Deferred Sales Trust, investors now have a flexible and powerful tool to legally defer capital gains tax, without the pressure of reinvesting within tight deadlines. It opens the door to greater freedom, better timing, and smarter reinvestment opportunities.
Property Sale
Placerville, California
$2,500,000 EXIT
$2.5M multifamily property in Sacramento, later exchanged into Manhattan Beach, building significant equity—but also facing massive capital gains. While the property was doing well, it took up too much of their time—especially with 10-year-old twin daughters they wanted to spend more time with. That’s when they explored the Deferred Sales Trust, which allowed them to sell the property without a 1031 exchange, defer their capital gains taxes, and move into a passive investment strategy. This gave them increased cash flow (from $120K to $190K NOI equivalent) and freed them from property headaches—no more tenants, trash, or toilets. Most importantly, it gave them back their time—time to focus on what mattered most: their family.
Business Property
Denver, Colorado