What are Capital Gains Exemptions, and How Can They Save You Thousands?
Selling your business is the ultimate reward after years of dedication and hard work. However, without proper planning, taxes can eat away at your profits. Did you know you could claim up to $1,250,000 (for 2025) in lifetime capital gains exemptions to reduce or even eliminate taxes on the sale of your business? Without the right strategy, you risk losing out on this substantial tax break, which can significantly reduce wealth.
Why do you need it?
Capital gains exemptions can dramatically reduce your tax bill when selling a business. Here’s how proper planning can help you:
- Structure for exemptions: Not all businesses automatically qualify for tax breaks. By structuring your business as a Qualified Small Business Corporation (QSBC), you can meet the criteria for this powerful tax benefit.
- Purify your assets: Non-active assets, like excess cash or unrelated investments, can disqualify your business. By purifying these assets, you ensure eligibility and preserve your exemption.
- Multiply exemptions with family: Family members who hold shares in your business can also claim exemptions, allowing you to shelter even more of your gains.
- Time it right: Restructuring or purifying your business requires meeting specific timelines to ensure full qualification. Strategic timing can mean the difference between significant tax savings and an expensive tax bill.
How we can help:
At WiseInvest™, we specialize in advising business owners:
- Structure their businesses to qualify for capital gains exemptions.
- Optimize their tax strategies to preserve wealth during a business sale.
- Develop personalized plans to maximize exemptions and minimize taxes.
With our guidance, you’ll be well-prepared to take advantage of this valuable tax benefit and maximize your earnings.
Protect Your Profits Today!
Don’t let taxes eat into your business sale proceeds. Contact WiseInvest™ today to learn how we can help you maximize your capital gains exemptions, plan a tax-efficient sale, and secure the wealth you’ve worked so hard to build. Let’s turn your business success into a legacy of financial freedom!
Our Process
UNDERSTANDING YOUR NEEDS
Discovery Phase
We start by listening, getting to know your goals, challenges, and opportunities. This is where we lay the foundation for a strategy that truly fits you.
1
DESIGNING A TAOLORED PLAN
Planning Phase
With a clear picture of your needs, we craft a customized plan designed to grow, protect, and transfer your wealth efficiently.
2
BRINGING THE PLAN TO LIFE
Implementation Phase
We put the strategy into action, ensuring everything is executed smoothly and effectively. We're with you every step of the way.
3
STAYING ON TRACK
Review Phase
Life changes, and so should your plan. We conduct regular reviews to adjust and refine your strategy, keeping you on course toward your financial goals.