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IRS Rulings

Structured sale legal and tax advice from Rob Wood - Read on…

Friday, June 29th, 2007

Hello…
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, 2007

As 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 […]