ASIJA·CPA
Capital-gains strategy for a large saleFind My Savings Estimate
A large stock or asset sale can hand the IRS 20–37% of the gain — six figures, gone.
For a large stock sale or liquidity event

Cash out. Don't get taxed out.

Plan the gain before the sale settles — deferral, charitable timing, and Opportunity Zones can keep far more of it. Not loopholes — the tax code, documented to survive an audit.

600+
Clients with advanced plans
40+
Years’ experience
20–37%
The gain rate you can cut
$500K–$5M+
Typical event we plan around

We plan for executives, founders, and insiders at a liquidity event — Form 144 sellers · recent exits · equity-comp windfalls · concentrated stock positions.

Not in Illinois? Neither are most of our clients — we serve all 50 states.

The Tax Doctor
Sanjay Asija, CPA
Sanjay Asija, CPA · MBA · MST
40+ years’ experience

Find your free savings estimate

Free · we review every application personally.

No need to have anything in mind — from first-timer to seasoned investor, we've got you covered.
Reviewed personally.
Thank you.

We'll be in touch within one business day to schedule your strategy review.

What we plan

Strategies for a large gain

Not the generic 'hold for a year' advice. These are advanced, IRS-code strategies — matched to the size and timing of your sale.

Opportunity Zones
Reinvest the gain into a Qualified Opportunity Fund — defer the tax now, and potentially eliminate tax on the new growth.
Defer + grow§1400Z
Charitable Timing
Give appreciated stock through a donor-advised fund or charitable trust — deduct at full value and skip the capital-gains tax.
Full valuededuction
Installment & Structure
Spread a large gain across years and pair it with offsetting strategies to flatten the spike.
Spreadthe gain
§1031 Real-Estate Swap
Roll real-estate gains into like-kind property — defer the tax, potentially indefinitely.
Defer§1031
Before the wire
The plan happens before the sale settles — once it closes, your options shrink
$500K–$5M+
Typical gain we plan around, by event and asset type
Audit-Ready
Every strategy is grounded in the IRS code and documented to withstand an audit — never loopholes
Who you'll work with

Sanjay Asija, CPA · MST

Founder of Asija CPA, Sanjay specializes in advanced tax planning for high-income individuals at a major taxable event — the strategies most CPAs never bring to the table.

“Most people only call their CPA after the sale closes. By then the gain is locked. The whole game is planning it before the wire clears.”

Selling soon? Let's plan the gain.

A free, no-obligation strategy review — we'll map your sale against every deferral and timing strategy that applies, and show you the projected savings.

Find My Savings Estimate →
Headquartered in Barrington, IL · Serving all 50 states · 100% remote
ASIJA·CPA
Projected savings are illustrative figures from prepared client assessments — not realized refunds, and not a guarantee. Actual results vary by income, entity, and state. This is not tax, legal, or investment advice. Targeting based on public records (SEC/CMS). © Asija CPA PLLC.