Request for Capital Gains Analysis

Capital Gains Analysis Sheet
Your Name*

First NameLast Name
Your Email*
example@example.com
Is this request for your capital gains problem, or someone else's?*

It's for meSomeone else
General Financial Information About The Deal
What is being sold? (you can select more than one)*

BusinessPrimary HomeInvestment Real EstateConcentrated Public Stock PositionOther
How is the business/property owned?*

C-CorpS-CorpLLCIndividualPartnershipJoint OwnershipOther
What is most important about the sales proceeds? (you can select more than one)*

Generating incomeDiversifying & protecting wealthReinvesting directly into real estateFull, uninhibited access to cash/proceedsDeferring Capital Gains as long as possibleI don't knowOther
Is this sale closely tied to the seller's retirement?*

YesNoOther
Is the seller legally married?*

YesNo
What is the seller's approximate age?*

70+65 - 6960 - 6450 - 5940 - 49Under 40
What is the seller's annual household income? Or seller's discretionary earnings (NOT including capital gains)*
e.g. $120,000 (Best guess is okay. The more accurate, the better)
Status of transaction:*

Not currently listedListed, no buyerIn talks with a potential buyerLOI signed, has not closedEscrow openedAlready sold & received fundsOther
Has it been MORE THAN 180 days since the sale closed? (appx 6 months)

YesNoOther
State where the asset is located in:*
Estimated Net Sales Proceeds*
After commissions, fees, closing costs - e.g. $3,000,000
Cost Basis*
What you initially paid for it - e.g. $200,000
Amount of depreciation taken on property
e.g. $100,000
Total amount of loans and/or mortgages to be paid off with sales proceeds (if applicable)
e.g. $150,000
Is there anything else I should know?
Please verify that you are human*
Should be Empty:

Capital Gains Analysis Sheet

General Financial Information About The Deal