Jonathan Steier
Vice President
Kidder Mathews
o
818-867-9010
c
310-592-6674
Jonathan Steier has over 25 years of experience in commercial real estate completing hundreds of lease and sale transactions in excess of $250M dollars. Jonathan understands often times an individual or family’s largest and most important asset are their real estate investments. Jonathan is committed to working with his clients to ensure the financial benefits of owning commercial real estate are maintained despite the need or desire to sell a property. He has experienced firsthand how families have been negatively impacted by the significant amount of tax assessed when selling a commercial property. His goal is to educate investors so that when the time comes to sell their property, they will not only maintain but grow their family wealth for future generations.
Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains taxes that so many investors experience when they sell their assets? The answer may lie in the Deferred Sales Trust.
For a FREE tax savings analysis, please complete the form below. A member of Estate Planning Team will contact you to discuss the results and answer any questions you may have.
Request for Analysis
Upon completion of this questionnaire, Estate Planning Team will analyze the information and will follow up with you to discuss potential next steps. We’ll be happy to provide a free illustration that clarifies the tax-deferral benefits that the Deferred Sales Trust can provide for your specific transaction.
Estate Planning Team is committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal tax-saving illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions at all, please don’t hesitate to call us. We’re always here to help.
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