Tax Strategy
Eliminate Tax
Erosion.
Most tax professionals focus on filing and compliance. BLDR Wealth takes a proactive, year-round approach to investment and financial planning—identifying opportunities for tax efficiency before year-end. We coordinate closely with your CPA to help align your investment strategy with your broader tax picture, so decisions are made with both growth and tax impact in mind.
Schedule Your Personal Analysis
The DST Blueprint
How the Deferred Sales Trust Works.
The Sale
Asset Transfer
You sell your highly appreciated asset—whether real estate, a business, stocks, or artwork—to a third-party buyer at fair market value.
Instead of receiving proceeds directly (which triggers immediate capital gains tax), the sale is structured through a Deferred Sales Trust.
Who We Serve
Built for Those Who
Demand More.
Real Estate Investors
Selling property without an immediate 1031 exchange while still deferring capital gains taxes entirely.
Business Owners
Transitioning out of a business without an enormous, single-year tax hit eroding your life's work.
High-Value Asset Holders
Selling highly appreciated stocks, artwork, or other valuable assets without a crushing upfront tax bill.
Estate & Retirement Planners
Creating a steady income stream while strategically reducing tax burdens for future generations.
Diversification Seekers
Reinvesting proceeds into different asset classes instead of being locked into a single investment type.
Tax Loss Harvesting
Tax Loss Harvesting & Direct Indexing.
Direct indexing allows you to own individual stocks within an index rather than ETFs and mutual funds. This unlocks powerful tax-loss harvesting—systematically selling positions at a loss to offset gains elsewhere, reducing your overall tax bill year after year.
Combined with charitable giving and legacy planning, direct indexing becomes a cornerstone of a comprehensive tax strategy that compounds savings over decades.
Learn How This Applies to YouDirect Indexing — Tax Advantages at a Glance
Tax-Loss Harvesting
Offset capital gains by strategically harvesting losses across individual positions
Charitable Optimization
Donate appreciated shares directly for maximum deduction value
Estate Efficiency
Stepped-up cost basis at death eliminates unrealized gains for heirs
Personalized Exclusions
Exclude specific companies or sectors based on your values or existing exposure