Capital Gains Planning

The Capital Gains Planning Guide

Understanding your options when selling a highly appreciated asset.

Cover of The Capital Gains Planning Guide
What's Inside

What you'll find in this guide

Six planning paths compared, including simply selling and paying the tax

How adjusted basis and depreciation recapture actually work

A gain estimation worksheet to complete with your CPA

Why deferral is not elimination, and what that means for your plan

A 1031 exchange is one option when you're facing a large capital gain. It isn't the only one, and it isn't always the right one. This free guide lays out the full range of paths — including selling outright and holding — so you can compare them honestly.

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This material is for educational and informational purposes only and does not constitute investment, tax, accounting, or legal advice. Delaware Statutory Trusts are illiquid, involve sponsor and real estate risk, are generally available only to accredited investors, and may result in loss of principal. Insight Investment Advisers — decision-first, product-second.