“Two-Year Installment Sale Strategy” White Paper

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Includes: Downloadable PDF file

SKU RSK2YEARSALEWP25

$35.00

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Description

Defer Capital Gains & Maximize After-Tax Income with the Two-Year Installment Sale Strategy

Authored by nationally renowned CPA and tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), this 4-page white paper explores a powerful tax-deferral technique that can help clients minimize capital gains taxes and maximize after-tax income. Keebler breaks down the mechanics, benefits, and ideal use cases of the Two-Year Installment Sale Strategy with clarity and precision, making it an essential resource for financial advisors, estate planners, and CPAs.

Details

WHAT’S INCLUDED?

  • 4 Page White Paper
  • Downloadable Adobe® PDF file
  • Published February 2025
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