Capital Gains Analysis Sheet
Your Name
*
First Name
Last Name
Your Email
*
example@example.com
Is this request for your capital gains problem, or someone else's?
*
It's for me
Someone else
General Financial Information About The Deal
What is being sold? (you can select more than one)
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Business
Primary Home
Investment Real Estate
Concentrated Public Stock Position
Other
How is the business/property owned?
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C-Corp
S-Corp
LLC
Individual
Partnership
Joint Ownership
Other
What is most important about the sales proceeds? (you can select more than one)
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Generating income
Diversifying & protecting wealth
Reinvesting directly into real estate
Full, uninhibited access to cash/proceeds
Deferring Capital Gains as long as possible
I don't know
Other
Is this sale closely tied to the seller's retirement?
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Yes
No
Other
Is the seller legally married?
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Yes
No
What is the seller's approximate age?
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70+
65 - 69
60 - 64
50 - 59
40 - 49
Under 40
What is the seller's annual household income? Or seller's discretionary earnings (NOT including capital gains)
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e.g. $120,000 (Best guess is okay. The more accurate, the better)
Status of transaction:
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Not currently listed
Listed, no buyer
In talks with a potential buyer
LOI signed, has not closed
Escrow opened
Already sold & received funds
Other
Has it been MORE THAN 180 days since the sale closed? (appx 6 months)
Yes
No
Other
State where the asset is located in:
*
Potential Net Sales Proceeds
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After commissions, fees, closing costs - e.g. $3,000,000
Cost Basis
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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
*
Submit
Should be Empty: