Click here to download the 98 minute exclusive interview <<
Are you a seller of an appreciated asset such as real estate or a business?
Are you a Financial Planner, CPA, Attorney, Structured Annuity broker, or other professional advisor who works with sellers of appreciated assets?
If so, you will want to listen in as Robert W. Wood, a Forbes Magazine Top 100 Attorney in the U.S., ranked by Unitied States Lawyer Rankings in the top HALF DOZEN tax attorneys in the U.S., spills the beans about the Structured Sale annuity for capital gains deferral.
If you want more information about Rob Wood and his preeminent qualifications, visit www.woodporter.com. You'll find he is among the most prolific authors in the country on tax matters. |
The Settlement Institute has been receiving countless questions about a relatively new, yet unknown capital gains tax deferral strategy called the Structured Sale. There are industry experts on both sides of the fence when it comes to the Structured Sale. Some say that the strategy is an extremely viable and legal way to defer capital gains taxes...
...while others have expressed their concern for the strategy.
We could have simply said, "This strategy is a bit too new to comment on as of now". But we just couldn't do that because this strategy has too much potential and it is gaining a high profile through national media such as the Wall Street Journal.
So, to get the true insider and expert view on the Structured Sale we decided to go directly to one of the top tax experts in the nation, Robert W. Wood of Wood & Porter (www.woodporter.com) to see what his "official" on the record opinion on the strategy is.
To sum it up...
We were able sit Rob down for over 98 minutes and grill him
on every aspect of the Structured Sale...
Everything from Rob's official opinion on the strategy and how it will likely hold up to IRS scrutiny...
TO...
The exact steps that a professional advisor should take to correctly institute the strategy. Many professional advisors and so called "Structured Sale planners" are doing it incorrectly. In this 98 minute audio Rob Wood reveals exactly what needs to be done to keep it legal and ensure the seller is not left out to dry.
In our opinion, even if a seller is currently working with a Structured Sale planner, they should listen to this in-depth interview before they close the transaction to make sure that their Structured Sale planner performs the Structured Sale in a way that protects THEIR tax treatment and financial security.
Click here to download the 98 minute exclusive interview <<
So, what is 98 minutes of in-depth analysis, case studies, step-by-step tax and legal advice specifically on the Structured Sale worth to you?
Let's look at it a few different ways...