Case Studies Disclosures
Explore the Benefits of Structured Installment Sale Strategies
These case studies are presented for illustration purposes to provide you a better idea of the broad application, scope and flexibility offered by Structured Installment Sale Strategies. Because every property owner has different circumstances, needs and desires, the outcome of every case is as different as the people we serve. As you see, there are plenty of creative solutions that can dramatically reduce taxes and make more money available to you.
We’re here to help. All our consultations and the illustrations we provide are free of charge and without obligation. We don’t make money until your deal is closed and you know precisely the magnitude and value of the benefits we provide.
We appreciate your interest in Structured Installment Sale strategies, and look forward to providing cutting edge and uniquely designed concepts for individuals and entities. Please be aware that Structured Installment Sale strategies are tax deferral strategies, and are not considered investments. Therefore, these products are not offered by or part of Founders Financial Securities, LLC.
Business Owner Tax Disclaimer (IRS Circular 230): To comply with IRS regulations, we are informing you of the following: Lambertson Financial Services and its representatives do not give tax or legal advice. Any discussion or advice regarding tax issues contained in this document is not intended or written to be used, and cannot be used, to avoid taxpayer penalties. Such discussion or advice was written to support the promotion or marketing of the transaction(s) or matter(s) contained in this document. Anyone reading this document or contemplating a transaction discussed in this material should seek advice based on the client's particular circumstances from an independent tax advisor.