A Personal message from the desk of charlie massimo
You May Be About to Overpay Taxes - Or Already Did
If you're selling a business or real estate, this is where most costly mistakes happen.
Who This is For
Selling a business (or recently sold)
Real estate investors avoiding a 1031
$3M+ portfolios
Tax planning shouldn't automatically end at closing.
The Usual Answers Often Feel Incomplete
Do a 1031
Accept the tax bill
"Nothing else to do"
In some situations, that simply isn't true.
We focus on what happens before
& even after the transaction...
Planning opportunities may still exist depending on timing and structure.
We work alongside your CPA - we don't replace them.
We start with taxes, not products
We work alongside your CPA
We focus on after-tax outcomes
A sale creates a tax event. That doesn't always mean the opportunity is over.
A recent client with a $3M+ gain assumed the outcome was fixed.
It wasn't.
Results vary. Not all situations qualify.
This is the same framework we use when reviewing a sale
Are You Missing Something?
A 60-second checklist to evaluate whether your current plan may be leaving opportunities on the table.
Want a Deeper Understanding?
A short briefing outlining how sophisticated investors approach tax planning before and after a sale.
Our Process
01
Confidential conversation
02
Coordinated review (with your CPA)
03
Clear next steps
Private Consultation & Tax Analysis
If you're contemplating a sale - or recently completed one - we'll evaluate your situation and identify whether additional planning opportunities may apply.
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