Articles
Please note: As of October 18, 2006 Private Annuity Trusts are no longer allowed by the IRS until further notice. All articles below which reference PATs were written prior to 10/18/2006 and are only applicable to trusts established prior to this date. The Installment Sale Through a Foundation is now a great alternative to the PAT.
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Using a Private Annuity
Trust to Sell a Business
more info
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1031 and TIC: How They
Work Together to Provide a Hassle-Free Income
Stream
more info
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Private Annuity Trusts:
Financing your Retirement
more info
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Private Annuity Trusts
Are Not Tax Shelters
more info
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Common Questions About
the PAT Income Stream
more info
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Private Annuity Trust,
Charitable Remainder Trust or 1031-TIC: Which is
right for you?
more info
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The Charitable Remainder
Trust
more info
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The Basics of the 1031
Exchange and Tenancy In Common
more info
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Are TaxesRreally Inevitable? Maybe, but with Proper Planning they Can be Minimized!
more info
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5 Common Mistakes People Make When Selling Their Highly Appreciated Assets And How to Avoid Them
more info
This material is not
intended as an offer or solicitation for the purchase or sale of any
security or other financial instrument. Securities, financial
instruments or strategies mentioned herein may not be suitable for
all investors. Any opinions expressed herein are given in good
faith, are subject to change without notice, and are meant for
informational use only. The information contained on this site does
not constitute advice on tax or legal issues. This material does not
take into account your particular investment objectives, financial
situations or needs and is not intended as a recommendation of
particular securities, financial instruments or strategies to you.
Before acting on any recommendation in this material, you should
consider whether it is suitable for your particular circumstances
and, if necessary, seek professional advice.
