Structured Installment Sales-Converting Capital Gains into Long Term Income

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About this talk

Structured Installment Sales are often referred to as the best tax planning tool for the sale of capital assets that no one has ever heard of, yet they have been around for over 15 years and provide one of the single best business exit opportunities available for business and real estate owners. Imagine deferring capital gains taxes for years and then only recognizing them in the years in which you actually receive your money.

In this information packed talk Mark Wahlstrom will explain how people selling capital assets can arrange secured installment sales that defer up to 100% of their sales proceeds into future tax years, while funding the payment obligation via major life insurance companies such as MetLife. These payments can convert your entire capital gain into a future income to secure or supplement retirement plans with taxes due only in the years in which your receive that income.

Attendees should come away with a clear understanding of the development of the structured installment sale market, how a Structured Installment sale works, the tax code and rulings which govern the transaction, the insurance company funding options which are currently available as well as new product developments which will further enhance the value of this business exit strategy.

Topics covered by this talk

Mark Wahlstrom

With almost 40 years of direct experience in settlement planning, negotiations and innovative solutions, Mark Wahlstrom has also been recognized nationally as a product innovator in both settlement planning and structured installment sales.

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