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How-to Defer Capital Gains Taxes on Highly Appreciated Assets?

The series of videos below outline a capital gains tax deferral strategy, which works optimally for those who have owned an asset – cryptocurrency, real estate, a business, etc. — for at least a year, will realize at least $1.5M in capital gains, are facing at least a $500K capital gains tax bill, and will walk away with at least $3M in proceeds pre-tax upon sale. 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.

Video 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.

Video 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.

Video 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.

Video 4: Frequently Asked Questions

We will cover the most frequently asked questions.

Disclosure - Lanning Financial Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Lanning Financial Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Lanning Financial Inc. unless a client service agreement is in place. / Lanning Financial Inc. provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Lanning Financial Inc. is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. / General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

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