SAVE THOU$ANDS

In the past, sellers who wanted to cash out their appreciated business or real estate had to choose between paying a huge tax bill and deferring the recognition of gain and related taxes.  Deferring capital gains by using a 1031 Exchange, Tenants in Common or Charitable Remainder Trust might be a satisfactory option for some, but not for others. While these options may defer capital gains, they either perpetuate the “like-kind property investment cycle, are expensive, restrictive, or have unwanted financial risk and scrutiny. The once popular Private Annuity Trust (PAT) was removed from the market place by the Treasury Department and Internal Revenue Service on October 17, 2006, declaring it an exchange of property for an annuity contact.  Trust programs can have reinvestment risk, fluctuating rates of return, even a possible loss of principal.  Additionally, ongoing fees or equity based commission charges can reduce the net rate of return to the seller! 

IT'S YOUR MONEY, DON'T GIVE IT AWAY!

Safe and secure, the Structured Sale is by contrast, a unique type of Installment Sale that's created by Agreement or an Addendum to an existing Sale Agreement, between a bonafide seller and buyer; in accordance with Internal Revenue Code 453, Installment Sales.  It provides the seller with predictable, management free income and a guaranteed rate of return with no reinvestment risk.  There is no out-of-pocket cost or ongoing expense to either the seller or buyer.

Valuable dollars that would be lost to sale year taxes are instead deferred and then received by the seller by means of installment payments.  It's this conservation of the pre-tax sale dollars which gives the Structured Sale and the seller, a distinct income advantage over investing the sale amount, net after-tax. 

More pre-tax sale dollars going into the Structured Sale can mean more tax-deferred income to the seller.  Sellers can now pay themselves first, before paying the tax!

Whether you're selling today or in the future, the more tax you have to pay, the better you'll like the Structured Sale.  If you're considering taking cash and then investing today because you're concerned about higher taxes in the future, then see Capital Gains Tax Increase. 

Sellers of a business, real estate or other qualifying property can now complete a “cash sale” while enjoying the tax-deferred advantages of an installment sale, but without the financial risk of unsecured payments!  The Structured Sale can be used in the all cash sale, including borrowed funds, or with a large down payment and a Seller's Carry Back Note.  In both cases, the seller can defer any portion of the cash amount being paid, minimum of $100,000.00 with no set maximum. 

No cost or obligation, Confidential Illustration Request

Using an estimated sale amount, the seller decides how much cash to keep at closing and defers the balance  by means of installment payments. Prior to closing, the seller and I finalize their desired schedule of installment payments.  The seller then enters into an Installment Sale Agreement with the buyer.  All other contractual provisions remain intact. 

The buyer then directs the closing agent to wire a lump sum amount, (balance of cash not taken by the seller at closing), to a third party assignment company. The wired amount of cash represents the discounted value of the future installment payments.

By separate agreement with the buyer, the assignment company becomes responsible for the installment payments.

Upon receipt of the wired funds, the assignment company purchases and becomes the owner of an annuity contract issued by a highly rated life insurance company, thereby securing the schedule of installment payments.

ACHIEVE FINANCIAL GOALS
WITHOUT REINVESTMENT RISK

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Even sellers domiciled in no tax states or those who desire short-term tax-deferral should consider the many advantages of the Structured Sale program.  As with any business transaction, both parties need to consult with their tax and or legal advisors prior to closing.  Available in all fifty states, the program can be used in the all cash sale (including borrowed funds) or with a large down payment and Seller's Carry Back note.

A MOST VERSATILE EXIT STRATEGY

For the Sale of a Business      Alternative to a 1031 Exchange      Downsizing a Residence

Retirement       Deferred Income Needs       Supplemental Income       Ownership Buyouts
 
Divorce Sales involving a non-working Spouse          Forced Sale due to Poor Health

ALREADY IN ESCROW?
ACT NOW-TIME IS OF THE ESSENCE

CALL OR EMAIL ME TODAY
FOR A NO COST OR OBLIGATION ILLUSTRATION

Click here for your No cost or obligation, Confidential Illustration Request

(888) 480-0067

andy@deferthetax.com

Unlike other programs that restrict payout options, ONLY this Structured Sale program allows the seller so many options and guaranteed income!  Utilize one or more options to meet your specific financial needs!

The contents of deferthetax.com is intended to be informative only and cannot be construed as or relied upon as tax or legal advice. 04-01-2010