Deferring Tax
on Capital Gains

A time-tested Tax Deferred Strategy is a legal, proven 1031 Exchange alternative, or a way to protect your 1031 Exchange from failing. The simple elegance of our deferred tax strategy applies a lawful and accepted process to allow the seller of a business to defer capital gain taxes due at the time of sale over a period of time agreed upon in advance with the seller or taxpayer. This tax strategy uses a 100-year-old tax code under IRS code 453, which is a form of installment sale paired with a specialized trust that acts as a third party, so at the time of the sale you don’t receive constructive receipt of the sale proceeds, which would be taxable by the IRS.

Ultimately, a Deferred Tax Strategy has the potential to generate substantially more wealth than a direct or taxed sale. This is not a monetized installment sale, which is not legal in the eyes of the IRS.