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Structured sale legal and tax advice from Rob Wood - Read on…
By mauch | June 29, 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 seen the value that the Structured Sale can bring to your practice to help your clients more effectively meet their goals.
Whichever group you belong in, you are on this page to learn more about the Structured Sale (Ensured Installment Sale) for real estate and closely held businesses. One of the biggest questions that sellers and professional advisors alike have… is the future of the Structured Sale and the tax/legal strength of the strategy.
Of course, as expert Structured Annuity Planners (over 22 years of experience!) us over here at Settlement Professionals Inc. can tell you all of the facts that you want to hear about the Structured Sale annuity. We are seen as the nations experts on the Structured Sale and our clients trust us everyday with their financial futures as stake.
However, even with all of our experience and our excellent track record, sometimes people would simply rather hear about a certain strategy from someone who has nothing at stake in you using a particular strategy. Although we specialize in the Structured Sale, we will tell you if this strategy is not right for you. Afterall, we are not doing ourselves any good if we steer our clients toward the wrong strategy. If the Structured Sale is not right for you, we’ll tell you that and also give you referrals of professionals who may be able to offer you a better solution.
With all of that said…
I’m sure that you want to hear about the Structured Sale from an unbiased source who has no stake whatsoever in whether you utilize the Structured Sale or not.
Well, The Settlement Institute (a firm aimed at educating people on appreciated asset strategies, tax issues, financial planning, and more…) has just released an in-depth interview with a top tax attorney Robert W. Wood of Wood and Porter: San Francisco.
This interview is a whopping 98 minutes long and Robert “spills the beans” on the Structured Sale on everything from the tax/legal issues, steps to complete the transaction, comparisons to other strategies, the possible future of the structured sale with the IRS, and the steps that MUST be taken in every transaction in order to make it a valid tax deferral strategy.
Anyhow, if you are looking at unbiased information on the Structured Sale strategy from one of the nation’s top tax experts, I would highly suggest that you take a listen in on this interview.
Because The Settlement Institute is a “for profit” organization, they are charging a small purchase price… but you’ll find that it is well worth it.
We are actually suggesting this audio for all of our clients because it offers a different view on the Structured Sale other than our own. Over here at SPI one of our goals is to provide our clients with all of the facts and information available so they can make a well informed decision. We feel that this audio is a must for each seller and professional advisor involved in these transactions.
To get the audio click the link below.
http://www.settlementinstitute.org/wood_structuredsale.html
As I mentioned earlier, if you are reading this page you are looking for solid information on the Structured Sale annuity strategy for capital gains deferral. The above link will give you among the best unbiased information on the Structured Sale available.
Best of luck!
As always, if you have any questions please feel free to give us a call at 800-666-5584 anytime!
Topics: Legal issues, IRS Rulings, deferring tax, Tax deferral talk, Structured Sale, Random |