Sterling Capital Gains Solutions: A High-Impact Planning Partner for CPA Firms

Sterling helps CPA firms bring exceptional tax-saving strategies to clients facing major liquidity events—such as the sale of a business, appreciated real estate, concentrated stock, or a large professional practice.

Using proven, tax-exempt trust strategies (including strategies you might not have seen) under IRC §664, Sterling helps your clients:

  • Avoid capital gains tax when selling an asset
  • Diversify into almost any investments
  • Buy and sell investments without worrying about taxes
  • Compound investments tax deferred indefinitely
  • Defer income taxes
  • Receive flexible, lifetime income for multiple generations
  • Grow assets tax-deferred
  • Secure legacy across generations

Why It Matters to CPA Firms:

Whether your client is selling a business, a building, or stock, Sterling helps them keep more of what they’ve built—and rewards you for making the connection.

You help your clients minimize taxes every year. Let us help them minimize taxes when it matters most.

SCHEDULE A DISCOVERY CALL