Over 10 years we help companies reach their financial and branding goals. Maxbizz is a values-driven consulting agency dedicated.

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Advanced Planning

Key Highlights

What we do

DST

With a properly executed 1031 exchange into a DST, you can defer 100% of capital gains taxes on appreciated investment properties. This preserves your entire principal for reinvestment — often resulting in $200K–$600K+ in immediate tax deferral depending on deal size — while still producing passive income in the 4.5–6.5% + range annually.

Charitable LLC

For investors sitting on highly appreciated or fully depreciated real estate, a Charitable LLC provides a unique way to move those assets into a mission-aligned structure and unlock significant current-year tax deductions.

Here’s how:

    • You contribute real estate (Or any highly appreciated asset) into a CLLC.
    • You get a present-value charitable deduction based on fair market value.
    • Because the property is depreciated, you’re likely avoiding depreciation recapture taxes as well.
    • You retain managerial control over the LLC and how its mission is carried out — while keeping the asset active and income-producing.

This allows growth investors to repurpose appreciated or tax-heavy assets, reduce taxable income now, and stay invested in real estate — all while supporting a cause that aligns with your values.

Questions We Get

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

How do we help real estate investors exit with tax efficiency?

Whether you’re selling a property, exiting an active portfolio, or approaching retirement, our team provides advanced strategies like 1031 exchanges, Delaware Statutory Trusts (DSTs), and Charitable LLCs. These options allow you to defer or eliminate capital gains taxes, preserve cash flow, and keep your estate plan aligned with your values and wealth goals.

What is a DST and how does it defer taxes?

A Delaware Statutory Trust (DST) allows you to sell investment property and reinvest the proceeds into institutional-grade real estate — all while deferring capital gains taxes under Section 1031. It provides passive income, estate step-up benefits, and professional property management without taking on new debt personally.

Can I still receive income after selling a property via 1031 or DST?

Yes. In fact, DSTs are designed to generate ongoing income. After executing a 1031 exchange into a DST, you receive a pro-rata share of rental income — without the active management responsibilities of being a landlord.

How does a Charitable LLC help with exit planning?

A Charitable LLC (CLLC) enables you to contribute highly appreciated property (like real estate) to a mission-aligned entity, take a substantial upfront tax deduction, and avoid capital gains taxes. It gives you control over how funds are used, while blending charitable impact with family legacy and tax efficiency.

What about investors still in growth mode?

If you’re actively acquiring or managing real estate, we help reduce your taxable income using strategic entity structuring. You keep more of what you earn while laying the groundwork for a tax-efficient future exit — whenever you’re ready.

Can I combine active investing with passive strategies?

Yes. Many real estate investors use a hybrid approach — actively managing local properties while also investing in DSTs or UPREITs for diversification and reduced workload. This strategy can help reduce tax burdens and balance time commitments as your portfolio scales.

When should I start planning my exit strategy?

The earlier, the better. Strategic planning 2–5 years before your exit allows you to reduce your tax burden, increase your property’s appeal to buyers, and potentially reposition assets into more tax-efficient vehicles like DSTs or Charitable LLCs. It’s not just about selling — it’s about selling smart.

How long does a business consulting project last?

In healthy companies, changing directions or launching new projects means combining underlying strengths and capacities with new energy and support.

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