Tax Control Strategies is committed to providing Wealth Advisors with an unparalleled Structured Sale strategy. This innovative deferred compensation solution can reduce or eliminate capital gains taxes, defer taxes long-term, offer tax-free liquidity after the sale*, and provide flexible, customized payments to recipients.
When your client(s) want to sell capital assets like private businesses, agricultural land, commercial real estate, high-value items, or face a partial or failed 1031 Exchange, you can optimize their tax outcomes and provide consistent income, ensuring long-term financial security and alignment with their investment goals.
When your clients expect a sizeable contingent bonus, executive bonus, attorney fee, or sale of crops, utilizing an unrestricted deferred compensation tool can optimize tax efficiency and create steady income streams. This approach secures long-term financial stability and aligns with your clients' overall financial objectives.
We believe we can help make your business better by being in the background, providing you with a tool to unlock additional value and long-term client success.
Use Open Architecture to promise your clients a future of financial stability and tax efficiency for 10-40 years. Maintain asset management and deepen client relationships with this strategic long-term commitment.
Use Open Architecture to promise your clients a future of financial stability and tax efficiency for 10-40 years. Maintain asset management and deepen client relationships with this strategic long-term commitment.
Offer your clients unparalleled flexibility when receiving income from their asset sales or contingent bonuses. Our framework allows you to craft personalized plans, enhancing client satisfaction and AUM growth through creative financial solutions.
Offer your clients unparalleled flexibility when receiving income from their asset sales or contingent bonuses. Our framework allows you to craft personalized plans, enhancing client satisfaction and AUM growth through creative financial solutions.
Tax Control Strategies offers Wealth Advisors a seamless process known as a Structured Sale, an innovative deferred compensation tool and exit strategy designed to reduce or eliminate capital gains and ordinary income taxes. This strategy provides a flexible periodic payment schedule for appreciated asset sale and contingent bonus proceeds.
Reduce or possibly eliminate federal taxes
Invest pre-tax proceeds into any liquid asset class
Predictable & customized payments to the recipient
20 years’ experience delivering Tax-advantaged deferred compensation solutions
*Tax-Free liquidity after the sale
Tax Control Strategies is committed to providing an innovative structured sale solution that can reduce or eliminate capital gains taxes.
