Selling a Highly Appreciated Asset?

Disinherit The IRS

 

Are you selling a business, real estate, investments, or other highly appreciated assets? We can help mitigate your tax liability.  

Fill out the form to hear how we can help. Ready to chat now? Book a meeting.

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Alpha 3 Wealth Management

We are a veteran-owned financial and retirement planning firm headquartered in Coeur d'Alene, Idaho. We have an extensive experience in serving our clients to navigate their financial needs in all seasons of their lives.

Maximize Tax Savings

When you’re ready to sell your highly appreciated asset, using a 100-year-old tax mitigation option can provide a legal option to eliminate, defer, or mitigate your liability.

Close up view of sold sign on wooden placard with sale sign in front of modern cottage

 

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Shield Your Earnings

Whether you’ve built a business or held an investment, you’ve worked hard to build your wealth. It’s time to work with a team of professionals to protect your assets from unnecessary taxation.

Enhance Earnings, Secure Savings

Let us help you create consistent retirement income and diversify your liquid cash option hold profit. As the seller, be in control of your taxes.

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Evaluate

Understand the type of asset you are selling and how to best position the sale based on your personal needs.

Explore

What are the potential tax mitigation strategies? We love disinheriting the IRS and helping you keep more!

Design

A Customized plan to wealth management plan based on your needs objectives and goals.