Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Monetized Installment Sales for Tax Deferral
In this episode of The High Net Worth Podcast, Lucas and Luna explore the monetized installment sale — an advanced tax strategy that allows ultra-wealthy families to defer capital gains taxes on the sale of highly appreciated assets like real estate or businesses. Lucas explains how the transaction works: the seller agrees to an installment contract but immediately monetizes the future payments through a loan from a third-party lender, creating liquidity without triggering a taxable event. They discuss the legal structure, the role of the intermediary trust, and the IRS's ongoing…
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