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:…
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,…
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…