Move Money Safely | Estate Planning
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    Luxury Silicon Valley home at golden hour

    Capital Gains Strategies

    Sell Smart.
    Keep More.

    Proven, IRS-compliant strategies to sell your home or appreciated assets and turn equity into liquid wealth without the tax surprise.

    Our Mission

    Turn equity into freedom securely.

    At Move Money Safely, we guide individuals through the secure and strategic sale of high-value assets, including real estate, investment properties, and other highly appreciated holdings. Our value lies in education: we equip clients with proven, legal strategies to defer or avoid capital gains tax and convert equity into liquid wealth.

    Our goal as your financial consultant is simple. We help you preserve more of what you've earned, so you can move forward with confidence and financial peace of mind.

    About Move Money Safely

    What you can expect from us

    Our Commitment

    An outstanding educational experience with secure, cutting-edge solutions for transferring and unlocking wealth, so you finish stronger than you started.

    Our Expertise

    Decades of experience guiding clients through the financial complexities of selling appreciated assets, using IRS-compliant real estate strategies.

    Our Security

    Your financial information is protected with modern encryption and careful processes at every step of every transaction.

    Our Accessibility

    Meet by Zoom or in person across Silicon Valley. We partner with your Realtor, CPA, and attorney for a complete plan.

    Strategies We Cover

    Strategies for Investment and Owner-Occupied Properties.

    Every situation is different. We'll walk you through the options that actually fit your property, your timeline, and your retirement plan.

    • Deferred Sales Trust to spread tax over time
    • 1031 Exchange into qualifying replacement property
    • Primary residence exclusion planning
    • Tax strategies for high income earners
    • Coordination with your CPA and attorney

    Watch & Learn

    Defer capital gains on your primary residence

    A short introduction to the Deferred Sales Trust, one of 19+ strategies we walk clients through.

    In-Person Event

    Sell and avoid Capital Gains Tax & 1031 Exchange

    Join our next workshop and learn the strategies Silicon Valley homeowners are using to sell appreciated property and keep more of what they've built. The 2026 schedule is on the way.

    Register to the Smart Sellers Club

    Limited seating. Open to homeowners, Realtors, CPAs, and attorneys.

    Register to the Smart Sellers Club
    Ariocha Salas

    Meet Your Consultant

    Ariocha Salas

    Financial Consultant & Capital Gains Tax Strategist

    With more than 30 years in finance, Ariocha has built a career spanning wealth management, real estate strategy, and helping families make confident decisions about what they've worked a lifetime to build.

    His focus is financial literacy and responsible planning. He makes sure clients across Silicon Valley understand every option before they sell, and step into retirement in a stronger position.

    "The goal is simple: help you keep more of what you've earned."

    Get in touch

    Let's run the numbers together.

    Tell us about the property or asset you're thinking of selling. We'll show you what's possible with no pressure and no sales pitch.