Up to 33% More Income!
The Installment Sale Trust
See How an IST can Change Your Life
Step 1 of 2:
Get a Free, Custom IST Report for Your Asset
TaxFreeYou Revenue Estimator
Step 2 of 2:
Get a Free, Custom IST Report for Your Asset Sale
Or Meet with Us with Your Questions
TaxFreeYou Installment Sale Trust
What is a Structured Installment Sale Trust?
A LEGAL way to get capital gains tax relief by selling your business or property through a specialty trust
If you are looking to sell your business or property because
You don't want to deal with the business anymore
You want a steady stream of income, or more income
You're ready to retire and need to replace your income
Then the Structured Installment Sale Trust is for You!
What are the Benefits of an Structured Installment Sale Trust?
No Capital Gains Tax Due
Steady Income
Rid of Business Owner Stress
How does a Structured Installment Sale Trust Work?
3 Simple Steps
Step 1
The buyer and seller agree to terms and conditions, which then opens to escrow
Step 2
Once in escrow, the business or property is transferred from the seller to the IST
Step 3
At the close of escrow, the buyer pays the trust for the business or property assets and the asset is then transferred to the buyer.
Now, proceeds for the transactions are in the trust and are βtax-deferred.β
Our Team
Michael Burwick
Attorney
Michael is a published author and peer reviewed subject matter expert, with 28 years in private practice focusing on Tax, Securities & Corporate Law. A graduate of George Washington University and Boston University, and then Georgetown University with Juris Doctor, cum laude, Dean's List Honors, an additional Master of Tax Laws (LL.M.), and a Masters in Securities Law and Financial Regulation. With nearly 30 years of expertise in corporate, tax and securities law, Mr. Burwick specializes in tax deferral, mitigation, and minimization.
Kevin Brunner
Principal
A Financial Advisor featured in Forbes Magazine, has 15+ years in financial services with a special focus on business owners and real estate investors and 29+ years of business consulting and management experience. He is the host of "The Smart Money Hour" on KABC Radio Los Angeles and is frequently a requested expert on Bloomberg Radio.
W. Morris Chubb
Trustee
CB Administrative Services, LLC β Principal, W. Morris Chubb, CPA (inactive) and CFO of public, venture backed and private companies for 40+ years. Throughout his career, Morris has been committed to transparency, accountability and integrity. He is also active in the nonprofit space and is board chair of Project WeHOPE, a nonprofit that provides shelter and other needed services to the homeless in East Palo Alto and other locations around Northern California.