The benefits of a structured sale are clear
Capital Asset Sales (subject to capital gains treatment)
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.
Non-Capital Assets (subject to ordinary tax treatment)
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.
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Deliver more for your clients
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