A:
Picture you in the driver seat steering your clients financial future with the flexibility to defer payments as needed. Structured Sales open up a spectrum of choices for when and how your clients receive money.
78% reduction of capital gains tax realized post sale
The jump from 15% to 23.8% long-term capital gains tax is avoided entirely, as the income remains below the applicable threshold. The effective rate is less than 1% in Capital Gains Tax.
$293k annual income to the recipient for the next 30 years, with the total tax liability spread out over this period. This allows for more effective tax planning and cash flow management.
How It Works
HOW IT WORKS
Buyer and Seller Agree on terms
An individual or business sells a qualifying asset to a buyer for cash and/or a promise of future periodic payments, qualifying as an installment sale under IRC Sec. 453.
The benefits are clear, let us help you deliver them!
Schedule A Call
Assignment Company
The buyer assigns the payment obligation and sends funds to the Assignment Company. In exchange, the Assignment Company assumes the obligation to make periodic payments as outlined in the Installment Sales Agreement, in accordance with Revenue Rulings 75-457 and 82-122.
The benefits are clear, let us help you deliver them!
Schedule A Call
Brokerage Account Established
The Assignment Company establishes an investment account with the RIA and deposits the funds for the benefit of the seller. The RIA prepares an IPS aligning with the terms of the Installment Sales Agreement.
The benefits are clear, let us help you deliver them!
Schedule A Call
Custodian Disburses Periodic Payments
The Assignment Company instructs the custodian to make periodic payments directly to the seller based on the agreed-upon terms of the Installment Sales Agreement.
The benefits are clear, let us help you deliver them!
Schedule A Call
Buyer and Seller Agree on terms
An individual or business sells a qualifying asset to a buyer for cash and/or a promise of future periodic payments, qualifying as an installment sale under IRC Sec. 453.
The benefits are clear, let us help you deliver them!
Schedule A Call
Assignment Company
The buyer assigns the payment obligation and sends funds to the Assignment Company. In exchange, the Assignment Company assumes the obligation to make periodic payments as outlined in the Installment Sales Agreement, in accordance with Revenue Rulings 75-457 and 82-122.
The benefits are clear, let us help you deliver them!
Schedule A Call
Brokerage Account Established
The Assignment Company establishes an investment account with the RIA and deposits the funds for the benefit of the seller. The RIA prepares an IPS aligning with the terms of the Installment Sales Agreement.
The benefits are clear, let us help you deliver them!
Schedule A Call
Custodian Disburses Periodic Payments
The Assignment Company instructs the custodian to make periodic payments directly to the seller based on the agreed-upon terms of the Installment Sales Agreement.
The benefits are clear, let us help you deliver them!
Schedule A Call
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
Let’s start a conversation today
FAQs
Tax Control Strategies is committed to providing an innovative structured sale solution that can reduce or eliminate capital gains taxes.
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