At OMNI 360 Advisors, we help individuals, families, and business owners navigate the complex world of capital gains tax planning with precision and foresight. Whether you’re preparing to sell an investment property, liquidate appreciated stock, or exit your business, our tax professionals provide personalized strategies to help you reduce capital gains tax exposure and keep more of what you earn. Through coordinated planning that integrates financial, legal, and accounting perspectives, we help you make smarter tax decisions today for a more secure tomorrow.
What Is Capital Gains Tax?
Capital gains tax is the tax levied on the profit from the sale of an asset, such as real estate, stocks, cryptocurrency, or a business. These gains are typically categorized as either:
- Short-term capital gains – for assets held one year or less, taxed as ordinary income.
- Long-term capital gains – for assets held longer than one year, usually taxed at lower rates (0%, 15%, or 20%, depending on your income).
Understanding when and how capital gains apply is essential for optimizing your tax outcomes, especially for high-net-worth individuals, investors, and business owners with complex portfolios.
Why Capital Gains Tax Planning Matters
Improper timing or lack of tax foresight can cost you thousands—or even millions—in unnecessary tax liability. With proactive capital gains tax planning, you can:
- Minimize taxable gains using loss harvesting or charitable contributions
- Defer taxes through structured sales, installment agreements, or 1031 exchanges
- Reduce exposure with investment diversification and tax-efficient vehicles
- Align investment decisions with your long-term tax and financial goals
Our experienced team at OMNI 360 Advisors delivers tailored solutions to help you capitalize on favorable tax treatment, plan transactions strategically, and stay compliant with changing IRS regulations.
Who Can Benefit from Capital Gains Tax Planning?
Our services are ideal for:
- High-income earners and executives with stock options or equity compensation
- Real estate investors looking to sell appreciated properties
- Entrepreneurs and business owners planning a sale or succession
- Retirees and estate planners managing asset transitions
- Crypto and alternative asset investors facing evolving tax rules
No matter your situation, our advisors bring the deep tax knowledge and cross-disciplinary insights you need to make informed decisions and protect your financial future.
Our Capital Gains Tax Planning Services
1. Asset Sale Strategy & Timing
We evaluate your portfolio and assess the optimal timing for asset sales to minimize your capital gains tax burden. Whether it’s a business exit, stock liquidation, or sale of real estate, we consider income thresholds, loss offsets, and tax bracket management in every recommendation.
2. Tax-Loss Harvesting
We help you offset capital gains by selling underperforming assets to capture losses. Our team tracks gains and losses year-round to identify opportunities that can reduce your net tax liability while keeping your investment goals intact.
3. Installment Sales & Deferral Techniques
For clients selling businesses or investment properties, we explore options like installment sales, structured sales, and opportunity zones to help defer recognition of capital gains and smooth income across multiple years.
4. 1031 Exchanges for Real Estate
For real estate investors, we provide expert guidance on Section 1031 like-kind exchanges, allowing you to reinvest proceeds from one property into another while deferring capital gains taxes. We ensure your transaction meets IRS qualifications and timelines.
5. Qualified Opportunity Zone Investing
We identify eligible Opportunity Zones and advise on how to reinvest capital gains to defer and reduce taxes, while supporting economically distressed communities.
6. Charitable Giving Strategies
Donating appreciated assets to a qualified charity can eliminate capital gains tax and provide a charitable deduction. We help clients structure donor-advised funds (DAFs) and charitable remainder trusts (CRTs) for maximum tax efficiency.
7. Trust and Estate Planning
We coordinate with our in-house estate planning attorneys to structure gifting strategies, step-up in basis planning, and trust vehicles that can mitigate capital gains tax on inherited assets and protect generational wealth.
Integrated Tax, Legal, and Financial Planning
What sets OMNI 360 Advisors apart is our fully integrated advisory model. Our team includes:
- Certified Public Accountants (CPAs)
- Enrolled Agents
- Tax and Estate Attorneys
- Certified Financial Planners™
- Investment and Wealth Advisors
Together, we provide comprehensive advice that considers not only the impact of capital gains but also your broader tax, legal, and financial picture. This holistic approach helps you stay agile and confident, no matter how your goals or tax laws evolve.
Capital Gains Tax Planning for Businesses
Business owners planning for sale or succession face some of the most complex capital gains tax implications. We offer:
- Entity structure analysis to assess C-corp vs. S-corp treatment
- QSBS (Qualified Small Business Stock) strategy to eliminate or reduce federal capital gains
- Business valuation and timing analysis
- Exit planning coordination across legal, financial, and operational teams
We support you through every phase—pre-sale, transaction, and post-sale—to optimize your tax outcomes while preserving your legacy.
Stay Ahead of Changing Tax Laws
Tax policy surrounding capital gains is frequently debated and subject to change. OMNI 360 Advisors actively monitors legislative updates and IRS rulings, ensuring our clients are always ahead of the curve. Whether you’re affected by changes in thresholds, surtaxes, or exclusion rules, we keep your strategy current and compliant.
Why Choose OMNI 360 Advisors?
- Multidisciplinary Expertise – Access CPAs, attorneys, and advisors in one firm
- Customized Planning – We tailor strategies to your assets, goals, and timeline
- Fiduciary Focus – Your best interests are always at the center of our work
- Transparent Guidance – No cookie-cutter advice, no hidden agendas
- National Reach, Local Insight – Serving clients across the U.S. with a personalized approach
Our team is committed to helping you manage, reduce, and plan for capital gains taxes in a way that supports your long-term financial success.
Start Planning Your Capital Gains Strategy Today
Whether you’re preparing to sell a property, restructure your portfolio, or transfer wealth, capital gains tax planning is essential to maximizing value and protecting your assets. Our team takes a proactive, year-round approach to capital gains tax planning, ensuring you’re always positioned to seize opportunities and minimize risk.Take the next step with OMNI 360 Advisors—schedule a consultation and get expert support for every aspect of your tax strategy. Contact us at (609) 452-0889.
