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Transaction Advisors
Tax & Financial Services
Markets served
Nationwide
Except the following states:
New York
Licenses, Designations or Certificates
Insurance Licensed - All 50 US States
About us
Here at Transaction Advisors, we specialize in unique custom solutions to ensure that maximum benefits to all parties involved in transactions. We specifically focus on Structured Installment Sales (SIS). As an alternative to a 1031 Exchange, a Structured Installment Sale allows you to actually receive distribution from a sale, but in a tax efficient manner. Utilizing an SIS, proceeds are paid out on a customized schedule over multiple years. Thus allowing for the gain to be taxed in lower tax brackets and in certain situation, removing the taxes entirely. All of this while being able to choose your payment duration and guaranteeing growth on your funds with no fees or volatility. If you are looking for a tax advantaged strategy to realize gain but minimize your tax load, a Structured Installment Sale may be perfect for you.
Specialties
Financial Planning
Retirement Planning
Estate Planning
Wealth Management
Insurance Planning
Tax & Accounting
Tax Planning & Strategy
1031 Exchange
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