Structured Installment Sales
Milestone works with business owners and their financial advisors to replace large, immediate tax obligations with pre-tax, investment-backed payment schedules.
Turn Large Sales into Pre-tax, Invested Payments
Large-dollar transactions bring large tax implications. Receiving income in one lump sum results in significant local, state, and federal and investment income taxes. Moreover, the gains on lump sum investments are also taxed at a significant rate. Why let your client just give the IRS over one-third of their income from a sale when they don’t have to? Milestone’s Wingspan non-qualified assignments (NQAs) provide custom-tailored periodic payment plans based on each individual’s personal and professional goals—with less tax burden.
A structured installment sale can transform a one-time sale into a series of installments that arrive in a bank account over time in a schedule of the individual’s choosing. Future payments are invested through a national custodian where the funds then grow tax-deferred.
When Your Clients Do Better, You Do Better
Milestone’s Wingspan program offers big financial benefits to both you and your client.
Benefits to Business Owners
Benefits to Financial Advisors
Incorporate Wingspan from Milestone
Milestone provides trusted guidance and strategies to ensure financial security for a lifetime. We work with clients to serve as a partner for the present and an advocate for the future. Contact Milestone today to learn more about structured installment sales and how they can benefit your clients and your practice.