Capital Gains & Disposition Planning
Before a major sale closes, we help model tax consequences, identify basis issues, estimate cash taxes, and evaluate timing or structure questions.
What we review
- Tax basis and supporting records
- Holding period and character of gain
- Depreciation and potential recapture
- Estimated federal and state tax exposure
- Installment-sale questions
- 1031 screening where relevant
- Entity-level consequences
- Estimated-tax and cash-reserve planning
Planning options can disappear at closing.
Significant dispositions are best reviewed before the transaction becomes irreversible. We can model the expected tax cost, identify missing basis documentation, and flag questions that require legal or transaction-specific implementation.
For acquisition, operating and property-level questions, see real-estate advisory. For a business sale, see business acquisition and disposition advisory.
Know the expected economics before you sell.
The goal is a defensible view of expected taxes, cash remaining after the transaction, open assumptions, and the next decisions that still matter.
Have a question worth analyzing before you act?
Tell us what happened, what decision is coming, and what is at stake. We review new matters for fit, urgency, and scope before accepting an engagement.