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12800 Hillcrest Road, Suite 112  Dallas, TX 75230                                                                  | Contact Us | Home |
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                 Tax Deferral Strategy - An Alternative to 1031

 

United Business Alliance LLC in conjunction with Peachtree Financial Solutions LLC and Deutch Bank/Alex Brown can structure the transaction so that the taxpayer isn’t required to reinvest in real estate and isn’t dependent on an individual to make his/her payments.

Your clients sales proceeds will not be subject to immediate taxation!
Your clients payment schedule may cover a period of 1 to 30 years, with payment to be received quarterly, semiannually or annually.
 

The taxpayer can now substitute Deutch Bank/Alex Brown for the seller.
Deutch Bank/Alex Brown will work with your client to determine how often the client needs distribution and what type of “market rate” investment the client is comfortable with.
 

Benefits

1.  Defer tax liability in a simple and secure transaction.
2.  Transition out of the real estate market.
3.  Entire sales proceed is invested.
4.  Undistributed funds grow on a pre-tax compounded basis.
5.  A portion of the earnings can be converted into tax-free cash flow.
6.  Eliminate worry
     a. real estate market
     b. ability of buyer to make payments

       


 



 

                                                                                                  

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