Taxes – Assets v Def Comp
Characterization of the Components You Are Selling:
-Hard Assets: Paying the tax – long term v short term capital gain rate
• Inventory
• Goods
• Equipment
• Real Estate (may be done separately)
-Blue Sky: Not usually taxed within its own category
• Name
• Location
• Momentum
• Value
Taxes – Asset v Stock Sale
Taxes Associated with the Sale of a Business
Taxes on Sale of Real Property – CRUT
Taxes on Sale of Real Property – DE Self Directed Trust
Taxes on Sale of Real Property – DE Self Directed Trust
Taxes on Sale of Real Property – Deferral
Taxes on Sale of Real Property – Paying Capital Gains
Taxes on Sale of Real Property – Statutory Trust – REIT
Taxes on Sale of Real Property – Transfer at Death
Taxes - End of Year Planning
Year-End Taxes:
-When is it time to think about it?
-Why should I be thinking about my taxes early?
-Are there things I can be doing now to prepare?
