August 5, 2021 - When we first opened our doors for business in 2009, we did so with a "commitment to helping clients achieve long-term financial success and security through the effective use of specialty annuity products and services."
Structured settlements remain the core of our existence.
Beyond Structured Settlements
But as trust in our advocacy grew, our reach broadened to include helping clients facing other important life transitions like retirement and divorce.
Without question, though, the fastest growing segment of our practice today involves helping clients defer, reduce, and/or eliminate capital gains taxes when selling qualifying appreciated assets like businesses and real estate using something called . . .
Even though we've talked about structured installment sales before here
, and here
among other places, the purpose of today's newsletter is to call your attention to two new videos
just posted to our YouTube Channel.
Video 1: Structured Installment Sales Webinar
This first one is a modified version of the educational webinar I conduct with realtors, attorneys, CPAs, investment groups, business owners or anyone who wants a detailed explanation of what structured installment sales are and how they work.
Topics include tax authority for structured installment sales, history of the offering, the mechanics of how they work, and a few case studies which reveal the money saving power of structured installment sales.
Running time on this one is about 35 minutes.