CATD Investments

Several years ago a tax Client, who owns an apartment building in the Long Beach area sat with us to discuss his situation.

He discussed his advancing age and the difficulty he was having running his building. He noted that his financial needs were increasing every year; yet the income from the property did not meet those needs.

With 25 years of experience in tax planning, we felt as qualified as any to answer his question.  He could not afford to hire a third party to manage the property and a 1031 exchange to his net lease property. Which would not give him the required monthly income.

Further, if he simply sold the property and paid the tax; the balance would not generate sufficient interest income to meet his monthly needs forcing him to spend principal each month. He could potentially outlive his money in this scenario!

The best solution for our Client was a Section 453 installment sale. This solution would increase his monthly income to the point of meeting his financial needs on the interest generated by his equity alone!

Is a Section 453 Installment Sale right for you? Call us today at 818-865-1570 for a no obligation and no hassle free consultation and review to see what CA TB Investments can do for you.