An Installment Sale Trust is a LEGAL way to get capital gains tax relief by selling your Business or Property through a specialty trust
No Capital Gains Tax Due at Sale
Get Rid of Your Property or Business and the Stress of Being a Landlord or Business Owner
Learn more about the benefits of an IST.
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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 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