Installment Sales
- Author
- Henssler Financial
- Published
- Tue 06 Jun 2023
- Episode Link
- None
Original Air Date: June 3, 2023
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to discuss an investor who wants to sell her late mother’s house in an installment sale to control capital gains. The experts look at the benefits of such an arrangement and how this would affect her financial plan.
Read the Article: https://www.henssler.com/from-joint-ownership-to-installment-sale-how-an-investor-overcame-tax-hurdles
