Random
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 […]
Error in a previous post about the Exit Advisors Affiliate Program - Apologies…
Wednesday, June 20th, 2007Quick note:
Our company prides itself on providing accurate and cutting edge information on capital gains deferral strategies: in particular, our specialty the Structured Sale (Ensured Installment Sale).
However, a little while back I mistakenly mentioned an incorrect fact on a blog post about the Exit Advisors Affiliate Program.
In the post, I referenced that one of the annuity issuers […]
When is it too late to use an Ensured Installment Sale (structured sale)?
Wednesday, February 21st, 2007I’ve been speaking to many property sellers recently; however, a conversation with one in particular made me want to write this post.
The seller I was speaking to is in his 70’s and is selling his fractional ownership in several multi-unit properties that he has held for 20 years. He actually already has a buyer lined […]
What’s the Difference???
Wednesday, February 14th, 2007What’s the difference between an Ensured Installment Sale (EIS) and a Private Annuity Trust (PAT)?
Well, the short answer is: the PAT no longer works, and the EIS does.
But why?
Well the main difference, is that the PAT fails because ownership in one asset (real estate, business) is ultimately being exchanged for ownership of another asset (an annuity […]
Capital gains tax calculator
Tuesday, February 13th, 2007I just wanted to let you know that we just put up a capital gains tax calculator on our website. You can find the capital gains tax calculator at:
http://www.structuredsalespro.com/capital-gains-tax-calculator.html
Go check it out and tell us how you like it. We’ve had several visitors ask us about calculating capital gains so we decided to put up […]
The Democrats and Capital Gains Tax
Thursday, February 1st, 2007One concern I have been hearing lately is about how the Democrats will hike the capital gains tax the first chance they get. Everyone knows that the nations defecit is growing and the current administration has rolled back taxes (including capital gains) in hopes of spurring growth in the economy.
Well, I can’t say if this strategy […]
Part 2: The Decision Process - Is the Structured Sale Right For You?
Saturday, January 20th, 2007Here’s part 2. So, you have decided that you are selling your business or real estate. It is now time to decide which sales and tax deferral method you should use to maximize your benefits and minimize your capital gains taxes.
Let’s go over some of the more popular sales methods out there.
All cash sale - […]
2007…the year of the Structured Sale?
Friday, January 12th, 2007Will 2007 be the year of the Structured Sale? It’s hard to tell, but I do think that it will become an increasingly popular capital gains tax deferral tool.
2007 may be the year that the Structured Sale breaks out of the “its too new” syndrome and into the more mainstream consciousness of financial and real […]
Welcome to our blog!
Thursday, January 11th, 2007As you may have seen lately Settlement Professionals Inc. has been doing some changes with our online presence. We just updated our main site: www.settlepro.com to better reflect our position in the structured settlement industry as the nations top Plaintiff Only Settlement Planner. Take a look at it and let me know what you think.
Also, […]