Deferred Capital Gains Solutions Intake

Full Name:*

Email:*

Age:*

State:*

Phone:

Company Name:

Your highest Federal tax bracket:*

Asset Type:*

Subject to Net Investment income Tax?*

Please Explain:

Business Type:*

Collectible Type: please explain your collectible*

Describe your relationship to the asset:*

Sales Price:*

Basis:*

Adjusted Basis: (optional)

Closing Costs: (optional)

Asset Location*

Amount to Defer:*

How Long to First Payment:*

How Long Will Payments Last:*

Phone

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