Insights

Targeted Client Base Capital Gains Tax Solutions serves a niche of business owners, real estate investors, and high-net-worth individuals seeking to optimize their wealth through tax deferral strategies, presenting opportunities to tailor financial products and educational offerings.

Rich Revenue Potential With reported revenues between 1 million and 10 million and serving a diverse professional network such as financial advisors and CRE operators, there are strong prospects for expanding client engagement via strategic partnerships and targeted marketing efforts.

Tech-Driven Engagement The company utilizes advanced web and security technologies like Ruby on Rails, Cloudflare, and Google Workspace, indicating readiness for digital outreach and online customer education initiatives that can be leveraged for lead generation.

Competitive Differentiation Specializing in deferred sales trust solutions allows for differentiation from competitors like 1031 exchanges, creating opportunities to position offerings to clients frustrated with traditional tax strategies seeking innovative wealth preservation methods.

Geographic and Market Expansion Based in the US and serving professionals across various real estate and financial markets, there are opportunities to expand geographically and into related sectors such as estate planning and personalized wealth management services to increase sales potential.

Capital Gains Tax Solutions Tech Stack

Capital Gains Tax Solutions uses 8 technology products and services including WP Rocket, Cloudflare, Google Workspace, and more. Explore Capital Gains Tax Solutions's tech stack below.

  • WP Rocket
    Caching
  • Cloudflare
    Content Management System
  • Google Workspace
    Email
  • jQuery Migrate
    Javascript Libraries
  • HSTS
    Security
  • Ruby on Rails
    Web Frameworks
  • WP-PageNavi
    Web Platform Extensions
  • Facebook
    Widgets

Media & News

Capital Gains Tax Solutions's Email Address Formats

Capital Gains Tax Solutions uses at least 1 format(s):
Capital Gains Tax Solutions Email FormatsExamplePercentage
First@capitalgainstaxsolutions.comJohn@capitalgainstaxsolutions.com
50%
First@capitalgainstaxsolutions.comJohn@capitalgainstaxsolutions.com
50%

Frequently Asked Questions

Where is Capital Gains Tax Solutions's headquarters located?

Minus sign iconPlus sign icon
Capital Gains Tax Solutions's main headquarters is located at 405 Golfway West Drive, Suite 305. The company has employees across 2 continents, including North AmericaAsia.

What is Capital Gains Tax Solutions's official website and social media links?

Minus sign iconPlus sign icon
Capital Gains Tax Solutions's official website is capitalgainstaxsolutions.com and has social profiles on LinkedIn.

What is Capital Gains Tax Solutions's NAICS code?

Minus sign iconPlus sign icon
Capital Gains Tax Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Capital Gains Tax Solutions have currently?

Minus sign iconPlus sign icon
As of December 2025, Capital Gains Tax Solutions has approximately 7 employees across 2 continents, including North AmericaAsia. Key team members include Business Development Coordinator And Director Of Transactions: S. T.. Explore Capital Gains Tax Solutions's employee directory with LeadIQ.

What industry does Capital Gains Tax Solutions belong to?

Minus sign iconPlus sign icon
Capital Gains Tax Solutions operates in the Financial Services industry.

What technology does Capital Gains Tax Solutions use?

Minus sign iconPlus sign icon
Capital Gains Tax Solutions's tech stack includes WP RocketCloudflareGoogle WorkspacejQuery MigrateHSTSRuby on RailsWP-PageNaviFacebook.

What is Capital Gains Tax Solutions's email format?

Minus sign iconPlus sign icon
Capital Gains Tax Solutions's email format typically follows the pattern of First@capitalgainstaxsolutions.com. Find more Capital Gains Tax Solutions email formats with LeadIQ.

When was Capital Gains Tax Solutions founded?

Minus sign iconPlus sign icon
Capital Gains Tax Solutions was founded in 2017.

Capital Gains Tax Solutions

Financial ServicesFlorida, United States2-10 Employees

Most business and real estate owners get hammered with 30-50% in capital gains tax when they sell their assets. We train financial advisors, business brokers, CRE Operators, Luxury Realtors, CRE Brokers to use a deferred sales trust to help them create a wealth plan to achieve tax deferral, freedom, liquidity and diversification with their funds so they stop feeling trapped by the 1031 exchange, frustrated with their wealth depleting and so they can create and preserve more wealth.  This empowers business professionals to add value and grow their business. 

For the business owner selling their asset: provide a tax-deferred wealth plan and help them save and defer 30-50% of their gain. 

For the highly appreciated primary homeowner selling their home: provide a tax-deferred wealth plan to eliminate the need for the 121 exclusion and help them save and defer 30-37% of their gain.  

For the CRE client: Help your clients to stop chasing overpriced 1031 upleg properties and instead purchase CRE properties at their own timing (all Tax Deferred) by equipping yourself with the deferred sales trust.

Section iconCompany Overview

Headquarters
405 Golfway West Drive, Suite 305
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Capital Gains Tax Solutions's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Capital Gains Tax Solutions's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.