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Capital Gains Tax Assessment
Discover strategies that could help solve your tax problems!
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1
Hello! What is your name?
*
This field is required.
First Name
Last Name
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2
What are your capital gains from?
You can choose more than one
Investment Real Estate
Selling a Primary Home
Selling a Business
Concentrated Stock Holdings
Selling Cryptocurrency
Other
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3
What is
most important
to you about the money from the sale?
Reorder so 1 is the most important and 5 is the least important or N/A
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4
Have you already sold the property or investment?
Yes
No
No, but a buyer is lined up
Other
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5
If you have already sold the asset and received funds, was it within the last 180 days? (approximately 6 months)
Yes, the sale was completed within the past 180 days
No, the sale was completed more than 180 days ago
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6
Approximately how much did you generate in capital gains from the sale?
$5mm+
$1mm - $4.99mm
$500k - $999k
$100k - $499k
Under $100k
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7
What is the approximate total value of your stock/crypto/other?
$5mm +
$1mm - $4.99mm
$500k - $999k
$100k - $499k
Under $100k
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8
What is the approximate sale value of your business?
$10mm+
$5mm - $9.99mm
$1mm - $4.99mm
$500k - $999k
$100k - $499kk
Under $100k
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9
What is the approximate value of the real estate you are selling?
$5mm+
$1mm - $4.99mm
$500k - $1mm
$100k - $499k
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10
How much did you originally purchase the property/investment for?
e.g. $250,000
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11
What is the total amount of outstanding loans and/or mortgages on the business or property?
e.g. $100,000
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12
Do you work with a CPA / Tax Preparer to file your taxes each year?
YES
NO
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13
Does your financial advisor
review your tax return each year?
To prevent tax errors, spot opportunities, and create proactive strategies
Yes
No
I don't know
I don't have an advisor
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14
What is your total annual household income? (excluding capital gains)
Best guess is okay! Include W2 jobs, self-employment, rental income, etc.
e.g. $200,000 per year
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15
What is your approximate age?
70+
65 - 69
60 - 64
50 - 59
40 - 49
Under 40
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16
What state do you live in?
To factor in potential capital gains taxes at the state level
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17
What is your relationship status?
This affects how you are taxed
Single
Married
Long-Term Relationship
Divorced
Separated
Widowed
Other
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18
What is your email?
*
This field is required.
So we can go over your results!
example@example.com
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19
Please verify that you are human
*
This field is required.
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