Structured Installment Sales

Structured Installment Sales

When you are selling a highly appreciated asset, there’s no question that Capital Gain Taxes can have a profoundly adverse impact on your long-term goals and financial security.

Whether you’re selling a business, professional practice, agricultural products, farm, ranch, or real estate, Lambertson Financial Services has systems in place to work with you and your tax advisors to set up a Structured Installment Sale agreement that will minimize your taxes and provide you guaranteed income streams tailored to fit your exact needs.

For clients with large asset sales and/or High-Net-Worth, we offer a very unique advanced strategy design that may offer a solution to significantly reducing taxes. Please contact us for further information.

Take a moment to explore some of the different areas in which we can help.

Agriculture

In farming and ranching, it’s often feast or famine. When you finally have a good year, taxes can take a real bite from your bottom line. At Lambertson Financial Services we have powerful solutions to help reduce taxes on the sale of crops, livestock, timber, and land that can put financial control back in your hands.

Furthermore, if cash flow is an issue or if debt is going to impact the tax consequences of your sale, our banking partners at First State Bank Nebraska may be able to assist you by providing bridge loan financing or tax-free liquidity with a pledge loan. In either case, we can help you reduce your taxes.

Click here for more information on:

Farm and Ranch Sales
Agricultural Product Sales
Tax-Free Liquidity

Business and Professional Practice Sales

Do you have a Business or Professional Practice you’re thinking about selling? Are you concerned about the impact of taxes?

Would you like to have more money from the sale available for your family, your next venture or your retirement?

We can help.

Click here for more information

Real Estate and 1031 Exchange

Real estate offers an incredible income and investment opportunity. But along with that income and opportunity there are headaches, expenses and taxes. When it’s time to sell to focus on other aspects of life or just because market conditions are right, a Structured Installment Sale strategy can provide the tax savings and guaranteed income you’ve been looking for.

If you are involved with 1031 Exchange, you know all about the idea of deferring taxes. There are four ways that Structured Installment Sale Strategies can help you to defer and reduce your taxes. They are:

Fallback Contingency
To deferred taxes on the Boot
To help a reluctant Seller defer taxes on their sale to complete the 1031 Exchange
To defer taxes when cashing out.

Click here for more information