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Legacy Preservation
The Tax Shield Simulator.
Asset Details
This is your "Cost Basis"
%
Avg: 23.8% Fed + State (~5-13%)
Unrealized Gain
$1,900,000
Scenario A
Sell Now
You cash out today.
Tax Bill Due
-$475,000
Wealth Erosion
You lose 23.8% of asset value immediately.
Scenario B
1031 Exchange
You roll proceeds into new property.
Tax Deferred
$0 (For now)
Kick the Can
Taxes are delayed, not erased. Basis remains low.
Scenario C
Step-Up in Basis
Heirs inherit at death.
Tax Eliminated
$0
Total Victory
The capital gains tax of $475,000 is permanently wiped out.
*This simulation demonstrates the power of the "Buy, Borrow, Die" strategy combined with Step-Up in Basis. Always consult a CPA regarding 2026 estate tax exemptions.
Talk to a Tax Strategist