Ready to Structure Your Transaction?

During your Tax Transaction Consult, Rustin will...

Analyze Your Transaction: Identify opportunities and potential pitfalls in your specific scenario.
Develop Tailored Solutions: Craft a customized plan to align your transaction with your financial goals.
Provide Strategic Insight: Introduce advanced techniques for optimizing tax efficiency and minimizing risks.
Prepare You for Future Success: Discuss the integration of your transaction into a broader tax and asset protection strategy.

Who This Is For

Real estate investors contemplating a 1031 exchange or other tax-deferred transaction.
Entrepreneurs and business owners selling or acquiring significant assets.
Investors contemplating Opportunity Zones (O-Zones) investments to reduce or defer capital gains taxes.

How It Works

Book Online

Choose the consultation type that fits best for your situation. Schedule your appointment for a time that works for you.

Prepare for Success

Complete our intake form so Rustin can prepare beforehand and tailor your session to your goals.

Save on Taxes

Meet with Rustin to begin structuring your transaction to minimize risk and maximize tax savings.

Real Stories, Real Success

Client A

Deferred and excluded $2,000,000+ from a business sale through a combination of QSBS laddered strategies and tax free section 1045 roll-overs.

Client B

Saved $1,750,000+ in capital gains taxes by tax efficiently rolling proceeds into an opportunity zone fund under 1400-Z.

Client C

Deferred $700,000+ in capital gains taxes through F-Reorganization and installment sale of an S-Corpation’s shares to key employees.

Create Lasting Value With Strategic Tax Advice

Minimize taxes and realize the full potential of your investment by partnering with us to structure your transaction. We’ll gain optics on your situation, lay out the full range of options available to you, and recommend a deal structure to achieve your goals.

Learn Contact Attorney Bio

The information provided on this website is for general informational purposes only and does not constitute legal advice or create an attorney-client relationship.

For specific legal advice tailored to your situation, please schedule a consultation.

Schedule a Consultation

Services

Tax Strategy Estate Tax Planning Asset Protection Planning Qualified Small Business Stock (QSBS) Opportunity Zones 1031 Exchanges Mergers & Acquisitions Business Succession Planning Business Formation Estate Planning Probate & Trust Administration

2025

Located in Sandy, Utah;
Serving Clients Nationwide

9980 S 300 W #200,
Sandy, UT 84070

Hours: 9am - 5pm MST

(801) 938-4035 info@allegislaw.com