Our firm's tax and financial planning philosophy originates from listening to our clients' unique concerns and wishes. One of our top priorities is helping our clients go from a 1031 exchange to Coupling a Monetized Loan with an Installment Sale.
Essentially, this deferral method allows sellers to walk away from escrow closing with NO immediate capital gains taxes due and still receive a tax-free lump sum of money that is nearly equivalent to the sale proceeds. Do I have your attention?? The seller simply sells the property, defers the taxes for decades, and receives a lump sum of tax-free cash at close of escrow to invest however they see fit.”
1031 exchanges that are falling through, and people want to finally cash out of their 1031 transaction. So anyone selling an investment property or second home or sale of a business that will create a large tax bill is a great client for the Palm Beach Tax Group.
Using patented strategies and exclusive products, our plans provide protection for you to have the confidence to maintain the lifestyle you deserve in retirement. Our team of Enrolled Agents and Financial Planning Specialists make every effort to communicate solutions and strategies to help minimize tax and increase assets.