Wealth Preservation Center

Defer capital gains taxes by reinvesting proceeds from a sold investment property into a like-kind Arizona luxury property. A powerful strategy for building generational wealth without the tax drag.

• 45-day identification window after sale
• 180-day closing deadline
• Must be equal or greater value
• Qualified Intermediary required
• Sonia's network includes 1031 specialists

Arizona has designated Opportunity Zones in high-growth areas. Invest capital gains into these zones for significant tax deferral and potential elimination of future gains.

• Defer capital gains until 2026
• Step-up in basis after 5 & 7 years
• Eliminate gains on OZ investment after 10 years
• Tucson & Phoenix metro zones available
• Sonia identifies qualifying properties

Arizona luxury real estate held in properly structured trusts can minimize estate taxes, avoid probate, and ensure seamless transfer to heirs. Sonia works with Arizona's top estate attorneys.

• Revocable Living Trusts
• Irrevocable Life Insurance Trusts (ILITs)
• Qualified Personal Residence Trusts (QPRTs)
• Family Limited Partnerships
• Charitable Remainder Trusts

Paradise Valley and North Scottsdale have consistently outperformed national real estate appreciation rates. Strategic luxury property selection maximizes long-term portfolio growth.

• Paradise Valley: 8–12% annual appreciation
• Scottsdale: 7–10% annual appreciation
• No state income tax on capital gains in AZ
• No city tax in Paradise Valley
• Strong population growth drives demand

Foreign nationals can purchase Arizona luxury real estate with the right structure. Sonia's network includes immigration attorneys, international tax advisors, and currency specialists.

• EB-5 Investor Visa pathways
• FIRPTA withholding guidance
• Foreign national mortgage programs
• Currency exchange optimization
• International wire transfer coordination

Scottsdale and Tucson luxury properties generate exceptional short-term rental income through platforms like Airbnb and VRBO. Sonia identifies properties with the highest rental yield potential.

• Scottsdale: $500–$2,000+/night peak season
• Tucson: Strong university & snowbird demand
• HOA & zoning review included
• Property management referrals
• Cap rate analysis on request