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Welcome to Lambertson Financial Services

The sale of highly appreciated assets such as a business, professional practice, farm, ranch, or real estate typically represents a major milestone, but the tax consequences of these sales can wipe out a significant portion of the net proceeds.

Lambertson Financial Services is committed to helping clients save money on Capital Gain Taxes from these sales. By implementing Structured Installment Sale strategies, we can potentially provide sellers guaranteed payment streams that deliver significantly more after-tax income than a conventional sale.

The best thing is it costs nothing to talk with us. We do not charge a fee for consultations or illustrations. We work with you and your tax and legal advisors to develop solutions best suited to meet your needs.

Our illustrations are net of any fees, so what you see is exactly what you will get. Furthermore, we only make money after the sale of your asset has closed, so we have every incentive to provide solutions that ensure that happens.

Structured Installment Sale Strategies

Capital Gain Taxes can have a tremendous impact on the after tax income from the sale of highly appreciated assets. From a seller’s perspective, it’s never good.

At Lambertson Financial Services, we offer Structured Installment Sale strategies that help clients dramatically reduce their taxes.
These strategies are extremely beneficial for people considering retirement and selling highly appreciated assets like a business, real estate or a professional practice.

They are even more powerful with agricultural properties like farms, ranches, orchards, vineyards, and timber properties where the tax laws make it even more advantageous to use a Structured Installment Sale Strategy.

Farmers and ranchers can structure the sale of land and agricultural products much like an installment sale, but with guaranteed payment streams. Then, they can work with banking partners like First State Nebraska Bank (FSNB) to provide tax-free liquidity without changing the tax status of their sale. It’s a win-win scenario that can provide remarkable financial flexibility and benefits when creatively applied.

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