Skip to content

Deliver more for your clients

Tax Control Strategies offers a seamless process known as a Structured Sale, an innovative deferred compensation tool and exit strategy designed to reduce or eliminate capital gains and ordinary income taxes. This strategy provides a flexible periodic payment schedule for appreciated asset sale and contingent bonus proceeds.

Reduce or possibly eliminate federal taxes

Full range of underlying financial products available

Predictable & customized payments to the recipient

Enhanced Asset Protection

Tax-Free liquidity after the sale

Let’s start a conversation today
Schedule A Call
icon-with-arrow icon-with-arrow

The benefits of a structured sale are clear

icon-gold-circle-white-1

Reduce or possibly eliminate federal capital gains taxes

By spreading the receipt of proceeds over several years, these sales can align income with more favorable tax brackets and potentially lower the overall tax liability. This method not only defers taxes but, in some cases, can minimize the amount paid by leveraging the structured payment schedule to optimize tax outcomes.

icon-gold-circle-white-2

Defer taxes long-term

Can be highly effective tax deferral method, spreading income and tax liability over several years. This strategy can lower immediate taxes and potentially result in more favorable overall tax outcomes, optimizing financial planning.

icon-gold-circle-white-3

Offer Tax-Free liquidity after the sale

By leveraging installment sales, sellers can obtain loans against future payments for immediate, tax-free liquidity. This approach offers upfront cash without additional tax burdens, utilizing deferred payment structures for financial flexibility.

Provide guaranteed payments customized for the seller

We’re here to support your firm and help you grow

We believe we can help make your business better by being in the background and providing you with a mechanism to provide value and long-term client success.

The benefits are clear, let us help you deliver them!

Enhance Client Retention

Use Structured Sales to promise your clients a future of financial stability and tax efficiency for 10-40 years. Maintain asset management and deepen client relationships with this strategic long-term commitment.

15-50+MoreAssets_Image_2x

Manage 15 - 50% More Assets from Day 1

Immediate Asset Management Growth: Our Structured Sale approach enables a significant increase in your manageable assets—15-50% more from day one. This pre-tax strategy not only enhances your firm's offerings but also secures optimal outcomes for your clients.

Flexibility of Plan Creation

Offer your clients unparalleled flexibility in income reception from their asset sales. Our framework allows you to craft personalized plans, enhancing client satisfaction and AUM growth through creative financial solutions.

Flexibility of Plan Creation

Offer your clients unparalleled flexibility in income reception from their asset sales. Our framework allows you to craft personalized plans, enhancing client satisfaction and AUM growth through creative financial solutions.

15-50+MoreAssets_Image_2x

Manage 15 - 50% More Assets from Day 1

Immediate Asset Management Growth: Our Structured Sale approach enables a significant increase in your manageable assets—15-50% more from day one. This pre-tax strategy not only enhances your firm's offerings but also secures optimal outcomes for your clients.

Flexibility of Plan Creation

Offer your clients unparalleled flexibility in income reception from their asset sales. Our framework allows you to craft personalized plans, enhancing client satisfaction and AUM growth through creative financial solutions.

FAQs

Tax Control Strategies is committed to providing an innovative structured sale solution that can reduce or eliminate capital gains taxes.

Q: How Can Your Clients Benefit from Structured Sales?
Q: What Payment Deferral Options Do Structured Sales Offer?
Q: What Kinds of Assets Make Structured Sales a Smart Choice?
icon-calendar-gold icon-calendar-black-1
View All FAQs