deferring tax
Federal Capital Gains Tax Rate Update - Raising the rate…
Monday, October 22nd, 2007As most of us have known for several years now… the federal capital gains tax rate is due to raise a bit in 2011.
A good article on the topic was written recently by The Settlement Institute and reviews the rates that are due to raise… and to how much.
In addition, it reveals […]
Structured sale legal and tax advice from Rob Wood - Read on…
Friday, June 29th, 2007Hello…
If you are a seller of an appreciated asset I hope the sales process is going well and you are on your way to choosing the right exit strategy for you!
If you are a professional advisor such as a CPA, Financial Planner, Real Estate Professional, Attorney, etc… you are on this page because you have […]
Professional advisors… the Exit Advisors Affiliate Program is now live!
Thursday, June 14th, 2007In case you haven’t heard yet, (our internal mailing list heard last week) our exclusive Exit Advisors Affiliate Program is now live!
After months in development, our tech team gave us the thumbs up last week to lauch the affiliate program to our long list of professional advisors waiting to get in.
In case you don’t know, […]
The Structured Sale as a Private Annuity Trust improved alternative…
Thursday, April 26th, 2007As you already know, the Private Annuity Trust or PAT is no longer a viable capital gains tax deferral tool. Why is this??
To cut to the chase… because the IRS saw through the PAT and realized that it was nothing more than a tool to allow the seller to take an asset from one pocket […]
What happens come tax time with the Structured Sale?
Friday, April 13th, 2007One question we get quite a bit about the Structured Sale is, “What happens come tax time if I use the Structured Sale?” The answer to this is really much simpler than you think.
As you know, the Structured Sale is basically a sale on installment sale where the buyer pays the sellers installment payments with […]
Is the Structured Sale legal?? - Yes, and here’s why…
Friday, March 16th, 2007We have spoken to several sellers and professionals advisors lately who have mistakenly lumped the Structured Sale into the category that the Private Annuity Trust now falls into…
… NO LONGER VALID BY THE IRS AS A CAPITAL GAINS TAX DEFERRAL TOOL….
Well, before this completely wrong assertion causes sellers and professional advisors to look away from […]
Calculating the cost basis, deferred gain, and interest income of a Structured Sale
Thursday, March 1st, 2007Many people have been asking us how to calculate the cost basis as well as the amount of deferred gain and interest income in each structured sale payment. So… I thought that I would make a post here to give everyone that information at once.
Calculating these are pretty simple, but not as straight forward as you […]