Defer Capital Gains | Horizon Wealth

Deferring Taxes on Capital Gains for Long-Term Wealth

Discover strategies for deferring capital gains tax to help preserve your investments.

With our capital gains tax deferral strategies, Horizon Wealth enables you to reinvest and grow your assets without the immediate tax burden. Our team of wealth advisors will work closely with you to design a plan that defers taxes on highly appreciated assets, so you can focus on long-term growth.

Complete the form, and we’ll reach out to schedule your capital gains tax deferral consultation.

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.