What is an Installment Sale Trust?

An Installment Sale Trust is a LEGAL way to get capital gains tax relief by selling your Business or Property through a specialty trust

If you're looking to sell your Business or Property because:

  • You don't want to deal with tenants anymore or the hassles of running your own Business.
  • You want a steady stream of income, or more income
  • You're ready to retire from being a landlord or business owner

What Are the Benefits of An Installment Sale Trust

No Capital Gains Tax Due at Sale

Steady Income

Get Rid of Your Property or Business and the Stress of Being a Landlord or Business Owner

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Learn more about the benefits of an IST.
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    How Does An IST Work

    An IST works in three simple steps.

    The Buyer and Seller agree to terms and conditions, then have an Asset Purchase Agreement ("APA") drafted

    Once the APA is agreed upon, the business is sold by the Seller to the IST

    The IST then sells the business to the Buyer and the Seller starts collecting their 6% interest payments

    Now, proceeds for the transactions are in the trust and are “tax-deferred.”

    Bill Hassler

    William 'Bill' Hassler, ChFC

    Bill leads a team of professionals trained in the principles and strategies of Tax-Free Retirement Income Planning, Wealth Preservation, Succession Planning. Financial, Estate, Business, Tax & Investment Protection. Specialties: Laddered and arbitrage strategies, with tax benefits on contributions, tax deferral during asset growth, and tax benefits upon withdrawal, all greatly increasing your 'cash-on-cash return' without increasing your risk. 40+ years in Financial Services with a special focus on Doctors and Business Owners