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We help clients to defer the capital gains taxes for DECADES upon the sale of various types of assets.
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Daily Archives: June 3, 2020

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Why haven’t I heard of monetized installment sales (MIS) before?

Monetized Installment SalesBy wilsonbarrios-adminJune 3, 2020

This is a very common question that is asked of us in our presentations. Often, the interaction goes like this.   Client: “why haven’t I heard of this before?” Our team: “when was the last time you went to coffee with a  billionaire?” Client: “never” Our team: “how many billionaires does your CPA work with?” Client:…

Can I use the funds I receive from a monetized installment sale (MIS) to buy a personal residence?

Monetized Installment SalesBy wilsonbarrios-adminJune 3, 2020

Yes.   HOWEVER, there will be added annual tax consequences for doing so that might in turn cause the strategy to have little to no value.   The loan monies that you receive from a monetized installment sale are technically from an Investment business loan. That means that in order to use the funds properly,…

Numbers, Goals, and Personality

Monetized Installment SalesBy wilsonbarrios-adminJune 3, 2020

When a prospective client is considering a monetized installment sale (MIS), we inform them that we are looking at 3 criteria to see if that particular tax strategy is a good fit for them. While we do not provide legal advice, we do take a close look at the numbers, goals, and personality so that…

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