Structured Sales
Christopher J. Princis, Brook Hollow Financial, LLC
Learn about utilizing a structured sale to help your clients on additional tax deferral and growth strategies. This strategy utilizes IRC 453 (Installment Sale Treatment) and a variety of investment options to secure the installment note. This strategy has been popular with failed 1031 dxchanges, additional equity boot from a partial exchange, and non-exchangeable assets (primary residence, goodwill, deferred compensation, etc.).