Tax Strategy
Capital Gains Estimator
Compare the economic outcomes of an Outright Sale versus an Intermediated Installment Sale strategy over your selected term.
Asset Details
Enter the sale asset information
Tax Rates
Capital gains tax percentages
Investment Parameters
Return rate and note duration
On-boarding & Administration
One-time and recurring costs
Ready to calculate
Enter your asset details and tax information, then select “Calculate Comparison” to see your results.
The information presented may be used to promote a transaction or idea and should not be construed as legal, accounting or tax advice from Prestige Advisors, Inc. Please consult with your professional legal and/or tax advisor. This document is provided for informational purposes only. IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. One of the primary uncertainties as to whether or not a client should consider an Intermediated Installment Sale or other similar tax strategies is that current tax rates are subject to change at any time and no one can predict with certainty what Congress or the IRS may do or that IRS will not challenge the strategy in the future. Prestige Advisors, Inc. does not guarantee the completion of the installment note as investments will be subject to market conditions. Information and hypothetical case studies are made available to you for hypothetical illustrative purposes only and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances and do not guarantee that your objectives will be achieved. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
