Selling property or investments can trigger capital gains taxes. QTA Tax helps you plan for these situations. We find legal ways to reduce or defer the tax you owe. Our strategies save clients thousands of dollars every year.
We specialize in 1031 like-kind exchanges. This allows you to defer capital gains on investment property sales. The rules are strict and the deadlines are tight. Our team guides you through every step. We make sure you meet all IRS requirements.
Stock and investment gains also require careful planning. We help you time sales for the best tax outcome. Long-term gains are taxed at lower rates than short-term gains. We review your portfolio and suggest strategies. Tax-loss harvesting is one tool we use often.
Opportunity Zone investments offer another way to defer gains. We help clients identify qualified opportunity zone funds. These investments can reduce or eliminate capital gains taxes over time. The program has specific holding period requirements that we track for you.
Installment sales are useful for large transactions. They let you spread the gain over multiple tax years. This can keep you in a lower tax bracket. We structure these sales to maximize your tax benefit.
Call 630-881-4679 to discuss your capital gains situation. Our Oak Brook team is ready to help you plan ahead.