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.
Estate & Tax Planning
Reduce Capital Gains Tax Rate
What is Eligible
Agricultural / Ranching Business
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.