For those seeking to defer, reduce, or in some rare instances, completely eliminate capital gains taxes on the sale of a business, real estate, or other qualifying appreciated asset, perhaps no method of tax deferral holds more promise than a Structured Installment Sale (SIS). They’re easy to implement, straightforward, and, when implemented properly, fully compliant…
Since my article in Realty Times on structured installment sales last year, housing appreciation has continued unabated and interest by many in “cashing in by cashing out” of their paper wealth has increased. With some talk of interest rates ticking up in the coming year and phase four of the real estate cycle, recession, overdue,…
Remember that credit you received on your auto insurance bill last month due to the anticipated lower claims costs since fewer people would be on the road during the coronavirus pandemic shelter-in-place orders? Don’t be surprised if that ends rather quickly. According to a recent article in Digital Insurance, a periodical aimed at senior insurance…
This Week We’re Celebrating: Claims Professionals Appreciation Week January 27, 2020 – January 31, 2020 What’s that you say? Didn’t know such a holiday existed? Don’t feel too bad. According to Google (and every other source I could think to consult), it doesn’t. That’s why I invented it in 2013. Full Disclosure: I’m from a…
Eighth in a series of blog posts dedicated to helping clients decide when a structured settlement should be considered. Today’s Installment: Medicare Secondary Payer Act August 13, 2019 – If there’s one area of claims resolution where structured settlements attain near universal acceptance, it’s when they are used in conjunction with settling a claim impacted…
Sixth in a series of blog posts dedicated to helping clients decide when a structured settlement should be considered.
Fifth in a series of blog posts dedicated to helping clients decide when a structured settlement should be considered. Today’s Installment: Policy Limits May 17, 2019 – People and businesses buy liability insurance to protect against personal or corporate financial loss when lawsuits are brought against them. Resolving lawsuits can be problematic enough under the…
Fourth in a series of blog posts dedicated to helping clients decide when a structured settlement should be considered. Today’s Installment: Post-Verdict Negotiations May 15, 2019 – When personal injury lawsuits are adjudicated, it’s a safe bet that one side or the other will be displeased with the end result. Usually it’s just a matter…
Third in a series of blog posts dedicated to helping clients decide when a structured settlement should be considered Today’s Installment: Catastrophic Injuries May 10, 2019 – While structured settlements are useful in resolving a wide variety of liability disputes, those involving catastrophic injuries are especially well-suited to this method of claims resolution. When an…
Second in a series of blog posts dedicated to helping clients decide when a structured settlement should be considered Today’s Installment: Fatalities May 7, 2019 – “Death is a crisis that all families encounter, and it is recognized as the most stressful life event families face . . .” The preceding quote was excerpted from…