The Opportunity

Bob and Susan were considering selling their income-producing property. They’ve come to rely on passive income from the property but want to simplify their lives. However, real estate sales increase your income tax while potentially disrupting your cash flow. Even after the sale, you’re left with questions on what to do with the proceeds. 

The Solution

Brickley’s CPA firm provided a detailed analysis of the tax implications of the sale. First, we identified the amount of after-tax proceeds available for investment. Then, we tailored a tax-efficient investment portfolio of the appropriate securities mix to produce an income stream they had previously relied upon. As a result, Bob and Susan feel confident with their real estate sale and long-term financial plan.