Our Services

Our flagship offering. Under IRS Tax Code 453 (Publication 537), your asset is sold to a specially designed trust in exchange for a secured promissory note. Proceeds go to the trust—not your personal account—deferring capital gains taxes.

• 100% IRS compliant; existed since the 1970s
• Historically used in M&A and large business deals
• IST Admin making it accessible to the general public
• Trust provides immediate liquidity through revocable structure
• No loans from the trust — transparent and compliant
• Independent trustee involvement
• Audit support included at no extra charge

Evolved from IRC Section 453 principles. The SIS spreads recognition of capital gains across several years through structured payment schedules instead of a lump sum.

• Best for transactions involving significant capital assets
• Controlled, tax-efficient realization of gains
• Structured payment schedules tailored to your needs
• Spreads capital gains recognition over time

Specialized for agricultural clients under IRC 453 and IRC 2032a(e)(5). Allows farmers to defer taxes on harvest and crop sales using the same proven installment sale trust structure.

• Legal basis: IRC 453 and IRC 2032a(e)(5)
• Used by larger farms for decades; fully IRS-compliant
• Defer taxes on harvest and crop sales
• Partner: CB Farmer's Trust (cbfarmerstrust.com)

Combines philanthropy with tax efficiency. Donate assets to charity, receive an income stream for a period, and the remainder goes to your chosen charitable organization.

• Income stream during the trust term
• Immediate tax deductions
• Estate planning benefits
• Meaningful charitable impact