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IST 360
Providing tax, estate planning and financial benefits from sales of highly appreciated assets.

Are You Selling a Highly Appreciated Asset and Seeking to Reduce Taxes?

Do you want to maximize your profit on the sale of that asset? An IST provides a flexible and powerful planning tool to defer the taxation of a highly appreciated sale of real property, other assets, or a business enterprise via an Installment Sales Trust.
IST 360 benefits

Benefits

  • Investment Diversification
  • Estate & Tax Planning
  • Reduce Capital Gains Tax Rate
  • Asset Protection

What is Eligible

Installment Sales Trust Formed Under Section 453

Just like a §401k plan, a §453 Installment Sales Trust (IST) is a tax qualified method that allows for the sale of an appreciated asset into a §453 trust and receive numerous financial and estate planning benefits including the deferral of taxation on capital gains.
Learn more about IST 360 – download guide.

Learn More About IST 360

Download

Outcome & Benefits

Outcome & Benefits Case Example chart
Outcome & Benefits Financial Impact: IST vs. Lump Sum chart
Outcome & Benefits Financial Impact: IST vs. No IST

Summary

ISO Summary After Tax Outcome charts

The Process

ISO - The process steps 1 through 7

Just Like a 401K

IST defers your tax liability and allows you pretax compounded growth.

How It Works

ISO - How it works: Step 1 of 7
ISO - How it works: Step 2 of 7
ISO - How it works: Step 3 of 7
ISO - How it works: Step 4 of 7
ISO - How it works: Step 5 of 7
ISO - How it works: Step 6 of 7
ISO - How it works: Step 7 of 7

Additional Services

Learn More About IST 360

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