Zoellner Whole Financial PLLC Partners Conducted Webinar to Educate Commercial Brokers, Business Brokers & Institutional Investment Sponsors on Installment Sales
Zoellner Whole Financial PLLC sponsored an informational webinar about Deferred Installment Sales using IRC 453 to complete large transactions and defer the taxes which are 30% or higher on the sale of a business or a commercial property that has been held for a long period and has low cost basis and highly appreciated.
Michael McIntyre, the National Sales Trainer of Estate Planning Team, conducted the webinar. He accomplished explaining how a Deferred Sales Trust works for the benefit of the broker’s sellers to complete a large transaction with the taxes deferred. The brokers and Institutional investment sponsors found that they could complete more transactions by offering a fair market price that the seller’s would accept. Because the proceeds would be much higher for the seller, without taxes paid, it gave the brokers a competitive edge to close more business and escrow faster.
David R. Zoellner, Sr. has over 27 years’ experience in asset management and has witness many business cycles. His niche in Durable Income Securities, which could play a vital role in asset management because they operate outside of the volatility of stock and bond markets, is important for the benefit of the seller’s risk management for the collateral.
Zoellner says, “Avoiding taxes and then jumping into risky securities at a time of heightened risk does not make sense for the seller. There must be a strong understanding of the seller needs to complete the transaction well. The current environment makes it difficult for Brokers to complete transactions in this real estate market. Matters can only get worse if we enter into a recession. We all know it’s been a long time since the United States’ Economy has suffered a recession.” reminded Zoellner.
A great benefit of working with Zoellner Whole Financial PLLC as a partner is that we can preserve the Real Estate Brokers’ up-leg without the constraint of a 1031 Exchange time frame.
The assets held as colloratal can be sold to re-enter the real estate market after the recession, to take advantage of real estate price drops.
David likes to say this about money, “Make it, Keep it, Enjoy it!”
Zoellner Whole Financial PLLC (ZWF) is an independent branch office of Newbridges Securities Inc. located in Waterford, Michigan. ZWF offers a service to complete large transaction on the sale of a business, commercial property and other highly appreciated assets using an installment sale. By following the protocol of the IRC tax Code 453 we can facilitate the deferral of taxes for prolonged periods accumulating increasing wealth from the sale of low cost basis assets. Working alongside experts in tax law & estate planning we can assist in passing wealth on to the next generation for wealthy families concerned about the effects of inherited wealth on the next two generations.
For more information on Zoellner Whole Financial PLLC: http://www.zoellnerwholefinancial.com & http://www.mydstplan.com/ZWF & http://www.zoellnerwholefinancial.com/Deferred-Sales-Trust-TM-DST-TM-Large-Transactions.12.htm
Source : Zoellner Whole Financial PLLC
This is not an offer to purchase securities. Such offer can only be made after a careful and thorough review of the offering materials. The investment discussed is only available to accredited investors and contains a significant degree of risk which could result in partial or total loss of investment.
*To be an accredited investor, a person must demonstrate an annual income of $200,000.00, or $300,000.00 for joint income, for the last two years with expectation of earning the same or higher income. A person is also considered accredited investor if they has a net worth exceeding $1 million, either individually or jointly with his spouse.
Newbridge Securities Corporation and Newbridge Financial Services Group, Inc. are not affiliated with Zoellner Whole Financial PLLC, Campbell Law Firm and Victory Financial LLC. Securities offered through Newbridge Securities Corp., Member FINRA/SIPC. Investment Advisory Services offered through Newbridge Financial Services Group, Inc., and SEC Registered Investment Advisor, Office of Supervisory Jurisdiction: 5200 Town Center Circle, Tower 1, Suite 306, Boca Raton, FL 33486 (954) 334-3450
David R. Zoellner, SRr.