Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Monetized Installment Sales
In this episode of The High Net Worth Podcast, Lucas and Luna explore the monetized installment sale, a sophisticated tax-deferral strategy used by wealthy families to sell appreciated assets and defer capital gains tax without waiting years for payments. They walk through a concrete example: a family selling a $20 million commercial real estate portfolio in Q2 2026, using a third-party intermediary to receive a lump sum of cash now while deferring gains over a decade. The hosts break down the mechanics, the IRS safe harbor under Revenue Procedure 2020-24, the role of the facilitator, and the…
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