Exit Tax Planning: Deferral, Reinvestment & Step-Up Strategies

Exit planning starts long before a sale. You can combine deferral tools to minimize gain.

Strategies:

• 1031 exchange for deferral.

• Installment sales for timing.

• Estate planning for step-up in basis.

💡 Key Takeaway: Every exit is a chance to reinvest smarter — and reduce tax drag on your returns.

⚠️ This blog is for informational purposes only and does not constitute tax, legal, or accounting advice. Please consult your CPA for guidance specific to your situation.