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Welcome to Defer the Tax Program Highlights The structured sale of a business The structured sale of a commercial property The structured sale of a primary residence
Welcome to Defer the Tax

IN ESSENCE, IT'S A "SECURED" INSTALLMENT SALE

The Structured Sale is a unique type of Installment Sale that's created by Agreement or an Addendum to an existing Sale Agreement, between a seller and buyer and is done so in accordance with Internal Revenue Code Section 453.

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FOR SELLERS OF A BUSINESS OR REAL ESTATE

Valuable sale dollars that would be lost to taxes are deferred by means of installment payments. By using pre-tax sale dollars, the Structured Sale has a distinct advantage when compared to investing the sale dollars, net after-tax. Not often mentioned is the fact that capital gains can trigger the draconian Alternative MinimumTax, (AMT). Although this tax doesn't apply to the sale of property, it can have a significant impact other income that a seller may have.

A seller wanting to take all cash can now expect to lose as much as 20% Federal Capital Gains plus any applicable Medicare Surtax. This is exclusive of all other applicable state & local taxes which greatly reduce the amount of available reinvestment sale dollars.Tax Charts

Whether you're selling today or in the future, the more tax you have to pay, the better you'll like the Structured Sale. Safe, predictable, management free installment income designed to meet your individual needs. The first installment payment can be deferred for a few months or several years from closing. Also, payments can begin before age 59 1/2 and after 72 1/2.

NO COST OR OBLIGATION CONFIDENTIAL ILLUSTRATION REQUEST

PRE-TAX DOLLARS GENERATE MORE INCOME

Sellers of a business, real estate or other qualifying property can now enjoy the tax-deferred advantages of an installment sale, but without the financial risk of unsecured payments! Using an estimated sale amount, the seller with my assistance, decides how much cash to take at closing and defers the balance by means of installment payments.

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INSTALLMENT PAYMENT OPTIONS

  • A single, deferred guaranteed lump sum payment
  • Periodic payments payable monthly, quarterly, semi-annually or annually
  • Defer the first payment for a few months, a few years or several
  • Any combination of the above; ideal for the seller staying on with the company
  • NO tax is paid on the installment payments during a deferral period; tax is paid only on the payments, as and when received by the seller, in the seller's tax year.
  • Once purchased, the installment payments are fixed, determinable & Guaranteed!

Prior to closing, the seller confirms their desired amount of cash to be deferred by means of installment payments and enters into an Installment Sale Agreement with the buyer. The buyer then directs the closing agent to wire the 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 cost of the Treasury Obligations (AAA by S&P and Fitch, and Aaa by Moody's) which secure the agreed to installment payments. U.S. Government Obligations are deemed by all of the major rating agencies as the safest investment available. (Treasury Obligations include Treasury Bonds)

By separate agreement with the buyer, the third party assignment company, Structured Assignments, Inc. (SAI), purchases and becomes the owner of the Treasury Obligations, as well as responsible for making the installment payments to the seller. Third party assignment companies are special purpose vehicles that accept installment payment obligations and do not conduct any other business.

ALL DOCUMENTS SIMULTANEOUSLY SIGNED USING A CLOSING AGENT

SAI then has those assets held in a trust which will make the installment payments to the seller in the amounts and times as agreed to by the Buyer and Seller. Midwest Trust is the trustee and administrator of the SAI and is headquartered in Overland Park, Kansas with nearly $15 billion in assets under administration. Additionally, a "keep well" document is issued to every seller. The people at Midwest Trust look forward to being of service.

NO COST OR OBLIGATION CONFIDENTIAL ILLUSTRATION REQUEST

CHAPTER "C" CORPORATIONS

Even Chapter "C" Corporations with nominal depreciation can utilize the Structured Sale for stockholder buyouts, or to create or supplement a retirement program.

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. The new, higher Capital Gains tax rate and Medicare Surtax affects every seller. As with any business transaction, both parties need to consult with their tax and or legal advisers prior to closing. Available in all fifty states, the program can be used in the all cash sale or with a large down payment and Seller's Carry Back note.


For Use in the Sale of a Business or Real Estate

~FORCED SALE DUE TO BAD HEALTH~

ALREADY IN ESCROW?

ACT NOW-TIME IS OF THE ESSENCE

CALL TOLL FREE, OR EMAIL ME TODAY!


NO COST OR OBLIGATION CONFIDENTIAL ILLUSTRATION REQUEST

(833) 590-6701

andrew@deferthetax.com

Unlike other programs that restrict payout options, ONLY this Structured Sale program allows the Seller so many option 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. 07-22-2018

Welcome to Defer the Tax