Structured Sales are not just a transactional strategy; they're a pathway to financial empowerment for your clients. When they choose to sell assets like businesses or high-value real estate, Structured Sales stand out as a beacon of tax efficiency and transactional security. The true magic lies in the customization – you can orchestrate the flow of income and taxes for your clients, giving them the power to sculpt their financial landscape. It's like being the conductor of an orchestra, where every note is a financial decision that harmonizes with their long-term fiscal goals, allowing them to plan their future with confidence and clarity.
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
The benefits of a structured sale are clear
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.
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.
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.
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.
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.
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.
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.
Picture your clients steering their financial future with the flexibility to defer payments as needed. Structured Sales open up a spectrum of choices for when and how your clients receive money, with additional safety valves like pledge loans to ensure liquidity is never out of reach.
Think of Structured Sales as a financial Swiss Army knife—ideal for a diverse range of assets but particularly powerful for high-value agricultural properties, where the tax code offers specific benefits. This strategy can be a game-changer for clients in agriculture, providing them with tailored solutions that maximize their property's value.