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 […]
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 […]
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 […]