Learn how this innovative approach to structured installment sales, as featured in The CPA Journal, can help your clients potentially defer, reduce or eliminate capital gains taxes.
“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."
Structured Installment Sale FAQs
Structured Installment Sales Overview
FOR FINANCIAL PROFESSIONAL USE ONLY.
Office Locations
Carlsbad, CA (Headquarters)
Lafayette, CO
Palm Coast, FL
© 2022 Beacon Retirement Planning Group, Inc.
Kelly J. Carter: CA Ins Lic # 0E89958 | Steven A. Conte: CA Ins Lic # 0E36640
Kelly J. Carter: CA Ins Lic # 0E89958
Steven A. Conte: CA Ins Lic # 0E36640
© 2023 Beacon Retirement Planning Group, Inc.
Advisory Services offered through CreativeOne Wealth, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Annuities are insurance products backed by the claims-paying ability of the issuing company; they are not FDIC insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity.