Palm Beach Tax Group Simplifies the Path From 1031 Exchange To Coupling Monetized Loan With Installment Sale
Palm Base Tax Group offers a tax and financial planning philosophy which originates from listening to clients’ unique concerns and wishes. A top priority is helping clients go from 1031 exchange to coupling monetized loans with installment sales.
Palm Beach FL – September 18, 2017 /MarketersMedia/ —
Palm Beach Tax Group, Inc and Roland C. Manuel are pleased to announce that the firm has instituted a mission of tax and financial planning originated by listening to clients’ wishes and concerns. One significant priority of the firm is to guide clients from a 1031 Exchange to coupling monetized loans with installment sales. This deferral method allows sellers to walk away from escrow closing with no immediate capital gains taxes due and still receive a tax-free lump sum of money that is nearly equivalent to the sale proceeds.
A representative of the company explained to an interviewer, “The seller simply sells the property, defers the taxes for decades, and receives a lump sum of tax-free cash at the close of escrow to invest however they see fit. 1031 exchanges are falling through, and people want to cash out of their 1031 transaction finally. So anyone selling an investment property or second home or sale of a business that will create a massive tax bill is a great client for the professional team members at Palm Beach Tax Group.”
“Using patented strategies and exclusive products” he continues, “our plans protect for you to have the confidence to maintain the lifestyle you deserve in retirement. Our team of Enrolled Agents and Financial Planning Specialists make every effort to communicate solutions and strategies to help minimize tax and increase assets.”
Since its launch in 1970, the Palm Beach Tax Group, Inc., has remained focused on its mission is to provide exceptional customer service and minimize customer’s tax liability to the fullest extent allowed by IRS regulations. The firm strives for the highest degree of client confidentiality in PBTG’s integrity, expertise and reliability by educating and advising clients of solutions to maximize tax dollar savings now and in the future. Services of the firm in addition to tax planning include accounting, retirement planning, tax defense and business planning and set-up.
Contact Info:
Name: Roland C. Manuel
Organization: Palm Beach Tax Group, Inc
Address: 44 Coconut Row, #5, Palm Beach FL 33480
Phone: (561) 655-5777
For more information, please visit http://www.palmbeachtaxgroup.com/
Source: MarketersMedia
Release ID: 240121
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