SI Store
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Welcome to The Settlement Institute Store! Here you will find valuable resources to help you learn everything from A - Z when it comes to the exit planning process, strategies, and more. You will find resources for both professional advisor’s and sellers alike. In addition, our checkout process uses a secure server so your information will be kept safe and sound as it should be. Browse our categories below to find the right resource for you:
Or, you can browse our resources by type:
Top Sellers |
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Appreciated Asset Sales Strategies
This manual is updated annually and only the most effective and proven strategies and tax loopholes are included so you have a full in-depth step-by-step view on each strategy, how to use it, what to look out for, its cost, etc. In addition, the most important estate, real estate, and income tax loopholes that you should be aware of before you sell.
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98 Minute Teleseminar with Top Tax Attorney Robert W. Wood - Structured Sale In-depth
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98 Minute Exclusive Teleseminar with Top Tax Attorney Robert W. Wood on the Structured Sale.In-depth Teleseminar geared at both sellers and professional advisors to teach step-by-step the Structured Sale strategy and a deep analysis of the tax issues involved with this strategy and several others including the Charitable Remainder Trust, Installment Sale, and 1031 Exchange.