The Smart Way to Sell Highly Appreciated Property with Chad Ettmueller & Monty Walker

Selling a highly appreciated asset can trigger a devastating tax bill, but it doesn't always have to.

In this episode, Chad Ettmueller and Monty Walker break down a little-known tax strategy called the Structured Installment Sale. This approach allows sellers of investment real estate, farmland, timberland, or even closely-held businesses to defer their capital gains taxes while securing a guaranteed stream of income.

Before you sign on the dotted line, discover how this unique financial tool works, who qualifies for it, and why it offers significantly more flexibility than traditional tax-deferral options.

Key takeaways to listen for

How a Structured Installment Sale differs from a traditional 1031 exchange Why timing matters when planning for capital gains taxes Which types of property owners can benefit most from this strategy How installment sales can help preserve wealth for future generations Why building the right advisory team before selling is critical

Resources mentioned in this episode

https://sisresource.com

About Chad Ettmueller

Chad is Senior Vice President of JCR Settlements, LLC. Chad specializes in both personal and commercial general liability, trucking/transportation industry claims, medical malpractice and workers' compensation claims. Chad possesses significant experience working with Medicare Set-Asides (MSA's) in both Workers' Compensation and Liability negotiations.

About Monty Walker

Monty is a Certified Public Accountant with a diversity of experience in the private closely-held business arena. Monty supports Entrepreneurial Clients throughout the country. He is an extremely innovative advisor in the Business Transfer Industry providing support to Small Business Owners in the areas of Business Transactions, Business Structuring & Design, Business Tax Planning and Business Exit Planning.

Connect with Chad & Monty