Keep More of Your Money with Smart Tax Deferral Strategies
When you’ve worked hard to build significant value in highly appreciated assets like real estate, businesses, cryptocurrency, or valuable collections, the last thing you want is a hefty tax bill taking a big chunk out of your success.
These videos will give you a high-level overview of the strategy and answer basic questions. Please reach out for a 15-minute appointment to discuss your particular situation.
#1 : The Problem, Solutions You Don’t Like, and Maybe One You Do
To make sure we are on the same page, we will cover the concept of capital gains, sales proceeds, and capital gains taxes. We will cover strategies for deferring or avoiding capital gains taxes.
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✔️ #2: The Installment Sale and the Intermediated Installment Sale: We will cover the structure of the intermediated installment sale so you can understand how it works and how it helps you manage capital gains taxes.
✔️ #3: Best Uses, Biggest Objections: We will cover who can use this strategy the best effect, who shouldn’t use it, and cover the biggest objections to using it.
✔️ #4: Frequently Asked Questions: We will cover the most frequently asked questions.
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