This client faced a dilemma. Thirty years ago, she inherited a small apartment complex in San Diego. By 2019, it had tripled in value. She thought about selling it outright but the tax blow, over $200,000, was hard to digest.

Selling, however, would take some stress off. Over time, her financial life had become increasingly complex. This could be one less item on the growing to-do list.

She asked us to help her think through her options. Was there a way to avoid or defer the tax and lighten her load? Turns out, there was.

Here’s the path she chose.

Disclaimer: For information purposes only and should not be interpreted as legal, tax or financial advice. Always consult your CPA/tax advisor/attorney (or reach out to us;) to discuss your specific situation. Past performance is no guarantee of future results.