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Cut Taxes || Boost Income || Leave a Legacy

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Get a FREE, One-on-One Strategy Session to Explore How You Can Benefit from the Installment Sale Trust (IST)

See if IST is right for you. We’ll answer all your questions and show you how to get started.

Installment Sale Trust

Did you know that there is a way to save on Capital Gains Taxes when selling your businesses or real estate through the use of an Installment Sale Trust?

  • Regarding your property, we can show how to reduce risk and increase your net income by 30% or more, plus growth.
  • Our Advisor was featured in Forbes AND regularly gets our clients up to 30% more net INCOME when selling a real estate property or your business, no extra work on your part and it’s not even hard to do.
  • What if there was one thing you could do to have an extra $1 Million in net income upon selling your property? Saving you from paying up to 37% of your sale to Uncle Sam??
  • If you ever considered a 1031 Exchange, and know the hurdles and obstacles involved, we have a strategy that can prevent unneeded stress, our approach has been used thousands of times for over 40+ years with great success.
  • If Liquidity and Diversification is important to you, diversify your capital into multiple real estate markets, REITS, stocks/bonds or multiple markets. Whereas the 1031 is only into like-kind investment real estate and typically is only 1-3 properties and therefore only 1- 3 markets.
  • So, we specialize in creating a financial win-win for buyers and sellers – for example, for Buyers we can create an opportunity where a 20% carry back of the purchase price for 36 months giving the buyer time to clean up the property get it rented out at market rates, get a new appraisal a new rent rolls, and then refinance.

Contact us for your Free Installment Sale Trust Guide Booklet.