“Two-Year Installment Sale Strategy” White Paper

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.