Capital Gains Analysis Sheet
Is this request for your capital gains problem, or someone else's?
It's for me
General Financial Information About The Deal
What is being sold? (you can select more than one)
Investment Real Estate
Concentrated Public Stock Position
How is the business/property owned?
What is most important about the sales proceeds? (you can select more than one)
Deferring Capital Gains as long as possible
Diversifying & protecting wealth
Reinvesting directly into real estate
Full, uninhibited access to cash/proceeds
I don't know
Is this sale closely tied to the seller's retirement?
Is the seller legally married?
What is the seller's approximate age?
65 - 69
60 - 64
50 - 59
40 - 49
What is the seller's annual household income? (NOT including capital gains)
e.g. $120,000 (Best guess is okay. The more accurate, the better)
Status of transaction:
Not currently listed
Listed, no buyer
In talks with a buyer
Already sold & received funds
Has it been MORE THAN 180 days since the sale closed? (appx 6 months)
State where the asset is located in:
Potential Sales Proceeds
After commissions, fees, closing costs - e.g. $3,000,000
Amount of depreciation taken on property
Total amount of loans and/or mortgages to be paid off with sales proceeds (if applicable)
Is there anything else I should know?
Please verify that you are human
Should be Empty: