When you receive a large lump sum from selling a business or real estate property, there can be significant tax implications. We have a solution that helps reduce the tax burden on proceeds from a sale and provides a guaranteed stream of income.
The Structured Installment Sale
This is a type of annuity that allows a seller to defer potentially large capital gains taxes. Then, secure a guaranteed stream of income through installment payments over time.
Advantages:
- Defer Capital Gains Taxes
- Proceeds are converted into a guaranteed income stream that’s immune to market volatility
- Payments are secured by a financially sound and trusted company
Working With Certified Public Accountants
You’ve been the shepherd of your client’s books for years, and now they’re looking to you again for tax-smart strategies. We can help.
We’re an excellent resource for you and will work diligently to ensure that your client is taken care of.
Is your exit strategy tax-efficient?
See how we can help you keep more of your earnings.
Schedule a discovery call today and receive a personalized illustration that is tailored toward your financial future.