Capital Gain Taxes

We’ll help you defer or eliminate the tax of your capital gains. Our tax strategy and services handle the details so you can focus on building your wealth.

We can help if you're selling

Public Stock

Lower or postpone taxes on stock gains through strategic reinvestment approaches.

Private company stock

Exit private holdings in a tax-efficient way with strategies tailored for founders and investors.

Cryptocurrency

Reduce or defer taxes when converting crypto to cash using established deferral solutions.

Real estate

Limit tax impact on property sales with effective tax-advantaged options.

A small business

Retain more value from your business sale by deferring gains and reinvesting strategically.

Others

From collectibles to complex holdings, we structure tax-efficient exits across a wide range of assets.

Defer 100% Capital Gains Taxes & Keep 50% More of Your Proceeds

Planning to sell a business, stock, or real estate asset? A Charitable Remainder Trust (CRUT) can help you defer capital gains taxes entirely, reinvest the full value of your sale, and create a long-term, tax-efficient income stream. This quick guide explains how founders and investors have used this approach to significantly enhance their after-tax returns—while maintaining flexibility and control over their wealth.

SERVICES
Alternative Investments
Asset Acquisition & Management
Wealth Preservation & Creation
Tax Optimization

INVESTMENTS
Real Estate
Startup & Venture Capital
Private Equity
Private Credit
Current Deals

WHO WE SERVE

Family Offices
Institutions
Retail Investors
Non US Residents

Office: 1657 Cary Reserve Dr, Cary, North Carolina 27519

Email: investors@kuberacap.com

© 2026 Copyrights preserved with Kubera Capital Investments LLC

Financial Planning and Wealth Management

provided by Trillium Square Advisors LLC

Kubera Capital Members have access to financial planning and wealth management designed for physicians to achieve their financial goals.

About Trillium Square Advisors LLC:

  • Independent, fee-based fiduciary advisor serving individuals and businesses
  • Provides financial planning and investment management services
  • Short one-time consultation or ongoing engagements
  • Access to public as well as private market investment ideas
  • Unique investment strategies to minimize market risk - long term or short term investments

Fee schedule:

Service List price Kubera Capital Member discount
Financial Consultation $ 295 per hour 20%
Financial Planning
(1 year subscription)
$ 330 per month 20%
Investment Management 0.59% to 1.19%
of assets under management
20%

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The International Entrepreneurs (TiE), was founded in 1992 in Silicon Valley by a group of successful entrepreneurs, corporate executives, and senior professionals with roots in the Indus region.

TiE Carolinas is a not-for-profit organization with a mission to foster and support entrepreneurship in the Carolinas. We have three objectives: Facilitate networking among members, foster and nurture entrepreneurship and integrate our membership with the mainstream community.

CHARTER MEMBERS

TiE Carolinas Charter Members (CMs) are successful, high-profile entrepreneurs, corporate intrapreneurs and thought leaders, who have reached a stage in their professional life when they are ready, willing and able to contribute to fellow members. CMs are the pillars of the organization and provide critical impetus that allows each Chapter to succeed in its mission to fostering entrepreneurship in its community.

TiE Carolinas’ Charter Membership is offered on a “by-invitation-only” basis in accordance with a due process specified in our Chapter By-Laws that requires two-thirds majority approval of existing CMs. It is restricted to accomplished individuals who demonstrate the ability and willingness to help entrepreneurs in our community.

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