Installment Sale Trusts vs Installment Sales – the Key Distinctions

Installment Sales are a great way to defer Capital Gains taxes. There are a couple of ways you can utilize this strategy however there is one way, the Installment Sale Trust, that will give you the best result. Pitfalls of an Installment Sale When you negotiate an Installment Sale with the buyer of your home,…

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Avoiding Capital Gains Pitfalls: Why an Installment Sale Trust Could Be Your Best Option

Selling valuable assets can lead to a large capital gains tax bill. Without careful planning, sellers may face unnecessary tax burdens. Thankfully, an Installment Sale can offer a strategic alternative to minimize tax liability and maintain financial control. Understanding the Risks of Lump Sum Sales When you sell an asset and receive a lump sum…

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The Power of a Structured Installment Sale: How to Maximize Your Capital Gains Savings

Selling a high-value asset like a business or real estate often comes with significant Capital Gains taxes. However, a Structured Installment Sale can offer a smart solution to reduce tax liability while maintaining a steady income stream. What is a Structured Installment Sale? A Structured Installment Sale allows the seller to receive payments over time…

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Installment Strategy – SIS

Understanding Our Installment Strategy What is an SIS? One of our Installment Strategies utilizes a Structured Installment Sale (“SIS”) to defer Capital Gains tax utilizing Internal Revenue Code 453 which allows you to delay paying taxes when you sell certain types of assets.  A SIS utilizes a non-qualified assignment that is designed for an installment…

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Installment Strategy – IST

Understanding Our Installment Strategy What is an IST? One of our Installment Strategies utilizes an Installment Sales Trust (“IST”) to defer Capital Gains tax utilizing Internal Revenue Code 453 which allows you to delay paying taxes when you sell certain types of assets.  In short, the proceeds from the sale are paid to an IST,…

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Understanding The 1031 Exchange for Business Sales

A 1031 exchange, also known as a like-kind exchange, is a powerful tool for business owners looking to defer capital gains taxes when selling business property that includes real estate. Named after Section 1031 of the Internal Revenue Code, this provision allows the proceeds from the sale of a business property to be reinvested into…

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