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Review the materials below to learn more about how this NEW, innovative approach to structured installment sales, as featured in The CPA Journal, can help your clients potentially defer, reduce or eliminate capital gains taxes.
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How Your Client May Benefit From A Structured Installment Sale
The sale of a business, real estate, and other capital assets is one of the most important decisions your client will encounter. Are they concerned about the tax liability of an outright sale? If the sale is done outright as a lump sum transaction, they will face not only capital gains taxes, but net investment, and potentially state income taxes as well.
To help potentially defer or reduce capital gains your client might consider a Structured Installment Sale. A strategy used to turn those proceeds into a series of customizable periodic payments with downside protection from uncertain market conditions.
Real Estate Sales
Selling a Business
Structured Attorney Fees
Defer or Potentially Reduce Capital Gains
As Featured in The CPA Journal
“The Tax Cuts & Job Acts (TCJA), combined with a prolonged bull run in the housing market, could make this the ideal time for investors to lock in real estate appreciation on investment property, or for business owners to transition to retirement while reducing or eliminating any capital gains taxes they would otherwise owe when they sell.”
Innovative, New Approach For Your Clients
"When the right set of circumstances presents itself, there may be no simpler way to defer, reduce, or completely eliminate long-term capital gains taxes when selling real estate, businesses, or certain other appreciated assets than a structured installment sale."
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