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Installment Sales
Manage episode 481488478 series 12842
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
462 에피소드
Manage episode 481488478 series 12842
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
462 에피소드
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