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.