FREE 60-Minute Educational Training

How to Legally Defer Capital Gains Taxes When Selling Appreciated Assets

Join our team of attorneys and CPAs for a free 60-minute training on the 537 Installment Sale Trust — the IRS-compliant alternative to the 1031 Exchange.

How IRC Section 453 enables tax-deferred installment sales

Why the 537 IST has no like-kind or reinvestment requirements

How to convert a taxable sale into predictable income payments

The compliance safeguards that protect you in an audit

Live Q&A with our trust administration team

This is an educational webinar. No high-pressure sales tactics.

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Who This Webinar Is For

Real Estate Investors

Selling commercial or residential investment properties with significant gains.

Business Owners

Planning to sell a business or business interest with built-up appreciation.

Stock Holders

Holding concentrated stock positions with large unrealized capital gains.

Financial Advisors

Looking for tax-deferral strategies to recommend to clients facing capital gains.

CPAs & Attorneys

Seeking IRS-compliant alternatives to the 1031 Exchange for your clients.

1031 Exhausted

Tired of the 1031 treadmill and looking for an exit ramp with tax deferral.