If you have highly appreciated assets with over $500,000 in capital gains exposure, then the deferred tax strategy may be
for you by providing you with a strategic way to engineer the assets you receive.
For over 25 years, a Deferred Tax Strategy has been 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 selected by the seller or taxpayer in advance. This tax strategy uses a 100-year-old tax code under IRS code 453, which is a form of an 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 asset, which would be taxable by the IRS. This is not a monetized installment sale.
Ultimately, a Deferred Tax Strategy has the potential to generate substantially more wealth than a direct or taxed sale.
The tax strategies referenced are offered through a Deferred Tax Strategy. Summit Wealth Strategies is an Investment Advisory practice that offers investment advisory products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer referenced tax strategies. These tax strategies offered by a Deferred Tax Strategy are not subject to investment advisor requirements. Tax strategies referenced are an outside business activity not offered through or supervised by IPW. IPW is not affiliated with a Deferred Tax Strategy.
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