Creatively Creating Cash Flow and Tax Saving

Our client recently needed to sell her rental duplex.   She had owned it since 1962 and was looking at a tax bill of $100,000 with an outright sale.   Working with her CPA, we structured the sale of her property on a 10 year contract.    How did our Client Win? She created a monthly cash flow for herself that she could live on and by spreading the income out over 10 years vs. one lump sum, she dramatically reduced her tax burden.

 

 

 

  • January 13, 2014