Structured Sale
« Previous EntriesStructured Installment Sale - Updates
Friday, November 9th, 2007There are many things floating around the internet about the Structured Sale Annuity. Just like with anything on the internet, many of the comments and resources on the Structured Sale are not fact based and actually do a dis-service to sellers who are looking for solid ways to safely defer their capital gains taxes. […]
Structured Sale: The state of the strategy… Aug. 2007
Monday, August 20th, 2007It’s just over half way through the year and it is time for a quick update on the state of the Structured Sale in the marketplace so far in 2007.
The Structured Sale is still gaining in popularity and more and more sellers are beginning to inquire about the strategy.
So far, the large […]
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 […]
So, what is this “3rd party assignment company” for a structured sale?
Friday, March 9th, 2007So, just what is the 3rd party assignment company and why do we need them?
The 3rd party assignment company (from here on 3rd party) for a structured sale (Ensured Installment Sale) is really what makes the whole thing tick. Basically, the 3rd party is what turns a traditional installment sale into a structured sale. Here’s […]
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 […]
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 […]