Capital Gains Tax

Capital Gains Tax Solutions

Those who own assets like homes, commercial real estate, and businesses are often reluctant to sell them because of the taxes involved. To give you an idea, in California today, selling a house can mean facing capital gains taxes of over 40%. With professionals having over 20 years experience, we help our clients convert what they would pay in taxes – into an investment earning up to 7% annually. The tool we use is called the Charitable Remainder Trust (CRT).