Capital Gains Tax Questionnaire | Save Capital Gains Tax

Qualification Questionnaire

Please select or fill in the answers to the following questions to see if you are a candidate to save Capital Gains Tax.
All questions must be answered. Please double check your email address and phone number so I can contact you.

Full Name:

Email:

Phone:

Age Bracket:

Income Needs:

Main Reasons For Sale:	Maximum Income	Defer Taxes	Spread out Payment of Taxes
	Remove from Estate	Income & Inheiritance for Heirs	Maximum Legacy for Heirs

Investment Type:	Investment Property	Primary Residence	Secondary/Vacation Home
Real Estate

Type of Investment:	Business	Security
More	Collectible	Other

Investment Ownership

Investment Ownership (if other):

Percentage of Ownership:

State of Residence:

State of Property:


Purchase Date:		Current Debt Amount:

Purchase Price:		Probable Selling Price:

Time Frame For Sale:	In Escrow	Next 1-6 Months
	On the Market	Over 6 Months

Date of Close:

Any Additional Info and A Good Time to Reach You by Telephone:

All information received directly by Paula Straub and is Strictly Confidential. Paula will contact you by phone.