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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 you will encounter. Are you concerned about the tax liability of an outright sale? If the sale is done outright as a lump sum transaction, you may potentially face not only capital gains taxes, but net investment, and potentially state income taxes as well.

To help potentially defer or reduce capital gains you 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 potentially reducing or eliminating any capital gains taxes they would otherwise owe when they sell.”

"When the right set of circumstances presents itself, there may be no simpler way to potentially 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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