Maximize Wealth with 1031 Exchange Alternatives

Expert guidance on 1031 alternatives for a tax-deferred exit strategy from real estate investing.

At Horizon Wealth, our specialists provide expert consultation on 1031 exchange alternatives or a way to protect your 1031 Exchange from failing. We’ll guide you through the entire process, ensuring you meet IRS requirements and maximize the benefits of this powerful tax-deferral tool.

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Horizon Wealth's Capital Gains Tax Deferral Strategy

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    We recommend a deferred tax strategy that is a legal, proven 1031 Exchange alternative or a way to protect your 1031 Exchange from failing. The simple elegance of our tax deferral strategy applies a lawful and accepted process to allow the seller of a business to defer capital gain taxes due at the time of sale over a period of time agreed upon with the seller or taxpayer in advance. This tax strategy uses a 100-year-old tax code under IRS code 453, which is a form of an installment sale paired with a specialized trust that acts as a third party, so at the time of the sale you don’t receive constructive receipt of the asset, which would be taxable by the IRS. This is not a monetized installment sale.

    Ultimately, this deferred tax strategy has the potential to generate substantially more wealth than a direct or taxed sale.

  • FREE eBook

    Investor’s Guide to a Little-Known Yet Powerful Deferred Tax Strategy

    Learn how to defer capital gains taxes on highly appreciated assets with a strategy designed for long-term growth.

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Schedule a Consultation

Schedule a consultation today to learn how Horizon Wealth can help you create a personalized tax deferral strategy.