Defer public-stock gains by reinvesting in a Specialized Small Business Investment Company.
§1044 lets individuals defer up to $50K/yr ($250K lifetime) and C-corps defer up to $250K/yr ($1M lifetime) of publicly traded securities gain by reinvesting in an SSBIC within 60 days. Obscure but real — used by executives unwinding concentrated public positions.
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Multiply the $10M §1202 exclusion across multiple trusts.
4% corporate tax + 0% capital gains for bona fide residents.
Stack the $500K primary-home exclusion on top of a 1031 deferral.
Convert Traditional to Roth during sabbaticals or business-loss years.
Capitalize property taxes and interest on undeveloped land.
Deduct now, control forever, employ heirs.
Ordinary loss (not capital loss) on failed small biz — up to $100K.
Buy leveraged real estate inside your IRA — tax-deferred or tax-free.