Learn how to properly report and calculate tax on profits you realize when selling assets such as investments or real estate. This page explains what qualifies as a “capital gain,” how the tax is determined (typically the difference between purchase price and sale price), when the gain becomes taxable, and how holding period or asset type may affect the tax rate. Whether you’re an individual investor or a business owner, these guides help you understand your tax obligations and make informed decisions.
Ivy Tax & Business Inc. is a professional CPA firm specializing in proactive tax planning, S-Corp optimization, business tax preparation, and strategic accounting for small businesses, real estate investors, and high-income earners.
We work closely with a wide range of businesses and professionals, including:
Multi-entity and multi-state business owners
We work with small business owners every day to reduce self-employment taxes and stay IRS-compliant.
We plan ahead—quarterly and annually—to help you save more.
Ideal for S-Corps, multi-entity structures, real estate portfolios, and high-income clients.
Every client receives a personalized tax strategy designed around your revenue, business model, and goals.
We review your structure, income, and potential tax savings.
You receive a personalized tax plan, including S-Corp strategies and IRS-compliant salary guidance.
We support you with compliance, quarterly planning, bookkeeping, and long-term strategy.
We proudly offer full bilingual communication in English & Chinese.
Phone, email, and document explanations can be provided in both languages for accuracy and clarity.
(Internal text-only numbers are not listed publicly.)
Book a free strategy session to uncover hidden tax savings and receive a customized plan for your business.
📞 Phone: 516-344-8065
📧 Email: [email protected]
