Areas where we help clients evaluate opportunity.
Every engagement begins with understanding your objectives. From there, we bring together the relationships and specialized professionals best suited to evaluate your situation.
The TRI-C Tax Strategy
Selling real estate, a private business, public stock, or other appreciated assets can trigger significant federal, state, and net investment income tax.
Offered through TriCoastal Partners, this structured sale framework is designed to defer 100% of the capital gains tax, separate the sale from the reinvestment decision, and preserve pre-tax capital for future opportunities.
Our approach is built on proprietary, trade-secret strategies developed and refined over decades, shared in detail only through confidential, one-on-one conversations.
Defer 100% of capital gains tax
Designed to defer 100% of federal and state capital gains tax, along with depreciation recapture and the 3.8% net investment income tax, so all of your proceeds can stay invested.
Flexible reinvestment
Proceeds may be diversified across securities, real estate, operating businesses, private credit, and other asset classes, at a pace you choose.
Customizable cash flow
Distribution terms can be tailored for regular income, lump-sum disbursements, or deferral to support long-term compounding.
Estate & legacy planning
Structures may be configured outside your taxable estate, supporting wealth transfer to heirs, foundations, and multi-generational plans.
Where it may apply
Cross-asset consolidation & business reinvestment
Combine proceeds from multiple properties, a private business sale, or digital asset gains into one structure, then direct capital toward acquiring, expanding, or recapitalizing ventures.
Carried interest planning for PE & VC partners
Fund principals facing a significant carried interest realization may defer 100% of the capital gains tax on that gain, keep the full pre-tax amount working, and establish predictable distributions across fund vintages.
Estate planning & intergenerational wealth
Align retirement income with generational asset protection by insulating growth from federal estate tax thresholds.
An alternative to the Section 1031 exchange
A 1031 exchange applies only to real estate held for investment or business use, and it requires the seller to buy like-kind replacement property on a strict timeline. For property owners, the TRI-C Tax Strategy offers a more flexible path to defer the gain.
| Section 1031 exchange | TRI-C Tax Strategy | |
|---|---|---|
| Reinvestment timeline | 45-day identification, 180-day closing | No statutory reinvestment deadline |
| Like-kind requirement | Must buy replacement real estate | No like-kind requirement |
| Replacement property | Carries over existing basis | New cost basis with fresh depreciation opportunities |
| Uninvested cash ("boot") | Taxed immediately | Proceeds directed into the structure may remain deferred |
| Reinvestment choices | Replacement real estate | Diversified across asset classes |
Opportunistic real estate acquisition
Sell at the right time without being forced into a rushed replacement purchase. Capital can earn yield until the right opportunity emerges, then deploy with a new cost basis and fresh depreciation schedule.
Downsizing without boot exposure
There is no like-kind requirement, so sellers moving into a smaller property may avoid immediate tax on uninvested cash.
Exiting real estate entirely
Owners ready to step away from property management can diversify proceeds into other asset classes rather than buying another building.
TriCoastal Partners track record
- Years of experience
- 30+
- Strategies implemented
- $20B+
- Trusts executed
- 3,000+
- Audit defense for the life of the strategy
- Included
Figures as reported by TriCoastal Partners. Tax and wealth structures are complex and subject to regulatory scrutiny. Past performance and historic audit determinations do not guarantee future tax outcomes. TriCoastal Partners does not provide tax or legal advice; clients should consult independent legal and tax professionals to evaluate individual suitability before any transaction.
The Tri-C Next-Generation Benefits Strategy
Enhance, don’t replace.
A technology-enabled supplemental Section 125 program that works alongside existing coverage, may reduce employer payroll taxes, and may increase employee take-home pay, with less administrative friction for HR.
- Enrolled across diverse workforce types
- 100,000+
- Launch independent of annual open enrollment
- Anytime
- Works with existing benefits coverage
- Alongside
Before
Traditional Section 125 FSA
Enrollment scramble
Annual forms, reminders, and last-minute follow-up consume valuable HR time.
Use-it-or-lose-it anxiety
Employees risk forfeiting unused funds subject to plan rules.
Administrative friction
Eligible-expense education and manual claims create confusion.
Limited visibility
Balances, payroll, and tax impacts remain fragmented.
After
Enhanced Section 125 experience
Guided launch & payroll integration
Alignment calls, coordinated setup, and automated outreach reduce HR burden.
Benefits, not merely balances
Scheduled benefits and qualified reimbursements delivered under plan terms.
Year-round digital engagement
Mobile access, digital ID cards, reminders, and wellness activities drive usage.
Measurable results
Live tracking of enrollment, utilization, tax savings, and ROI.
How it works
- Step 1
Enhance
Adds a supplemental health and wellness layer alongside existing coverage.
- Step 2
Integrate
Coordinates pre-tax and post-tax plan components with existing payroll systems.
- Step 3
Create value
May reduce employer payroll taxes while boosting employee take-home pay.
- Step 4
Engage
Digital access and recurring communications promote active benefit usage.
Potential annual financial impact
Based on $573.60 employer savings and $1,335.36 employee pay impact per enrolled employee, annually.
| Enrolled employees | Employer savings | Employee pay impact | Combined value | Valuation boost (10x EBITDA) |
|---|---|---|---|---|
| 100 | $57,360 | $133,536 | $190,896 | $573,600 |
| 500 | $286,800 | $667,680 | $954,480 | $2,868,000 |
| 2,500 | $1,434,000 | $3,338,400 | $4,772,400 | $14,340,000 |
| 5,000 | $2,868,000 | $6,676,800 | $9,544,800 | $28,680,000 |
Key employee benefits
- $0 primary & urgent care
- $0/$1 formulary prescriptions
- Mental health support
- 24/7 virtual primary care
- Preventive care
- Health coaching
- Digital wellness resources
- TeleVet virtual pet consults
Built for diverse workforces
- White-collar
- Blue-collar
- Government
- Private sector
- Commercial
- Industrial
Important notice: Illustrations are based on stated assumptions and are not guaranteed. Actual savings and pay impact vary by enrollment, compensation, payroll frequency, participation, plan operation, tax treatment, and applicable law. Copays, networks, formularies, reimbursements, and benefit availability are governed by official plan documents. Employer reporting uses aggregate information subject to privacy requirements.
Strategic Capital Planning
Tax-efficient transaction planning, liquidity events, capital preservation, and future investment opportunities.
Details coming soonBusiness & Employee Benefit Strategies
Innovative employer benefit programs, business efficiency, and opportunities to evaluate potential employer and employee savings.
Details coming soonBusiness Ownership & Liquidity Events
Mergers, acquisitions, recapitalizations, succession planning, and business exit opportunities.
Details coming soonStrategic Partnerships
Our collaborative approach with specialized legal, tax, fiduciary, investment, and advisory professionals.
Details coming soonInsights & Opportunities
Educational materials, planning scenarios, case studies, and strategic business developments.
Details coming soon
Have a specific situation in mind? We'd welcome the opportunity to learn more and connect you with the right expertise.
Start a ConversationYour next opportunity begins with a conversation.
Whether you're evaluating a business transaction, exploring tax-efficient capital strategies, or seeking innovative solutions for your organization, TriCoastal Partners can help connect you with the expertise and resources to evaluate your next opportunity.