1LessTax * Pay No Tax * Efficiency Alternatives - Definitions - Scenario 453 TDCO (Tax Deferred Cash Out),
also known as 453 MIS (Monetized Installment Sale), 453M or M453 (M=Monetized)
When Planning, Transferring, Flipping or Selling Any Property or Business
Summaries of Alternatives For Diversification While Saving Tax Expense
Protect Income Reduce Tax Burden Protect Taxable Gains
1LessTax.com – Ken Wheeler Jr.
Background includes 15 years as a commercial contractor constructing buildings and agriculture business facilities in the Midwest. For the next 25 years was a business broker and financial advisor involved in assisting business and property owners to sell, merge or acquire (mergers and acquisitions) and fund (investment banking). We consistently had challenges to transfer ownership and maintain wealth. The end goal challenge generally included an efficient tax and estate plan. Am not a CPA but worked with CPAs and tax attorneys to plan. A CPA and attorney are much like a doctor. Unless one can tell them exactly where it hurts they generally volunteer little. What they tell us is within the scope of their practice that generally does not work extensively with property transfer tax code. My experience is with transferring property and keeping our money, i.e. saving tax money within the tax code. A CPA/tax advisor generally knows their client’s tax details. We can be assistants to tax advisors and a client to minimize taxes when it is a goal.
When selling any type assets and properties we have several advanced tax efficiency alternatives.
Specialized Tax Attorney & CPA recommended.
4. Legacy Plan Contract is a form of Deferred Sales Trust, DST Similar to above. Proceeds to a managed trust paid out over time. Included in estate. Avoid probate for all property-assets. Prevent beneficiary conflict or heirs challenged at handling money. KW does not recommend unless insured as Legacy Plan Contract.
may be a more suitable or appropriate tax structure depending on
your circumstance. We would like to have one of the Estate Planning
Team's tax specialists discuss your specific circumstances and goals
We include a non-disclosure confidentiality document for doing business. We are searching for long term integrity associates with common goals. Look forward to knowing you and your goals.
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Page 2 (What We Do- Basic Tax Options)
Page 3 (Tax Alternatives)
Page 4 (Sale-Leaseback)
Page 6 (Short Sale-Foreclosure Definitions)
Page 7 (More Tax Reduction Rules)
Page 8 (Probate-Titling-Land Trust)
Page 9 (Business)
Education (by PowerPoint)
Business Page: Business
1031FEC Page: (Net Investment Income Tax)
To Disclaimer Page
Certified Probate Real Estate Specialist
Ken Wheeler Jr. Mobile (515) 238-9266
Plans - BEME
Tax Reduction - Legal - Estate - Tax
- Exit Strategies & Planning
Tax Reduction - Legal - Estate - Tax - Exit Strategies & Planning
Your Own Tax Advantaged Opportunity Zones
Financial Exchange Coterie
Florida International Trade Center
5654 Marquesas Circle Sarasota, FL 34233
Phone (941) 227-3024 - 800-333-0801 - Fax: 888-898-6009
Licensed Real Estate Broker Asset Tax Advisor
Tax and Legal Advisors always recommended.
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