... providing guidance for the marketing and acquisition of interests in realty since 1973

Vanguard Properties PLC, a boutique real estate brokerage agency, that provides guidance for the acquisition and marketing of interests in realty with a special focus on assisting clients of a highly appreciated asset with a significant Capital Gain liability to place the proceeds from the sale of the asset into a Trust with an annual yield of 3 to 8 % (you and the Trustee select how to invest the proceeds), while deferring any Capital Gain liability for 10-20+ years. If your heirs inherit the Trust, the Capital Gains liability is eliminated for the beneficiaries. 

Any asset with over $1 million dollars of value, or Capital Gains liability, is eligible, (multiple assets can be aggregated to meet the minimum asset value) including: commercial real estate holdings, retail/wholesale, industrial/construction, or family owned businesses, antiques/collectables, bitcoin holding, Even a single family primary residence can qualify! (Unavailable with a 1031 Exchange) Plus one can borrow up to 80% of the Trust's value to purchase a new investment and begin a new depreciation schedule. With a 1031 Exchange, your depreciation schedule follows you to the exchanged property. The DST is a much more flexible opportunity!

Additional information is available at: https://mydstplan.com/vanguard or call/email the address provided below. 

Hypothetical Scenario - Primary Residence

Mr. and Mrs. Taxpayer want to sell the highly appreciated residential property that they have lived in for ten years:

Sales proceeds after commissions and closing costs . . . . . . . $4,000,000

Seller’s Original Basis: . . . . . . . . . . . . . . . . .$400,000

Mortgage Balance at time of closing: . . . . .....$300,000

IRC sec.121 exclusion: . . . . . . . . . . . . . . . . .$500,000

Seller’s adjusted basis: . . . . . . . . . . . . . . . .$900,000 (purchase price + section 121 exclusion)

Taxable gain: . . . . . . . . . . . . . . . . . . . . . . .$3,100,000 (net sales proceeds minus adjusted basis)

Federal Tax 20%

CA State Tax 13.3%

Medicare Tax 3.8%

Approximate Tax Due:. . . . . . . . . ..... . . . . . $1,150,100

Approximate Tax Due with a Deferred Sales Trust™ . . . . . . . . .$0  

Vanguard Properties PLC is committed to helping you acquire or market your real estate investment with the highest level of expertise in your local market. This means also to help you in understanding each step of the buying or selling process. This commitment level has helped me build a remarkable track record since 1973 of delivering satisfactory results to clients.

Whether you are an experienced investor seeking new opportunities, or desire to preserve your wealth and protect your estate, I can help you identify that investment or help defer your Capital Gains liability. Please feel free to contact me for a confidential discussion by calling (802) 825-6952 or e-mailing me to set up an appointment.