Tax Advisor
How a Structured Installment Sale fits into a client's tax plan under IRC §453 — recognition timing, basis recovery, §453A interest, and reporting.
Open tax advisor guide ↗FOR THE PROFESSIONALS BESIDE THE SELLER
Your client.
Your relationship.
More support.
Bring a clear explanation, useful questions, and a coordinated next step to your client’s sale. This Resource Center works alongside your practice.
MAKE THE NEXT CONVERSATION EASIER
A small kit.
A useful starting point.
Select your role and what you want to accomplish. We’ll organize a few resources, a preparation checklist, and a note you can adapt for your client.
FOR TAX ADVISORS
Open your specialty guide ↗Bring the facts and assumptions into focus.
Organize the records, questions, and source material for the client’s tax analysis.
A FOCUSED READING LIST
Three resources for this conversation.
Interactive explanation
See how it works
Follow an illustrative business or property sale through the interactive story.
Guided learning path
Your next chapter
Three short steps to relevant stories and a guide for an advisor conversation.
Questions and answers
Start with the questions
Use the FAQ to note topics you want to discuss together.
Keep the open questions in view.
These marks track preparation, not transaction approval. Changing role or purpose starts a fresh checklist.
0 of 5 preparation items marked
GO DEEPER IN YOUR DISCIPLINE
The details deserve
their own attention.
Open the existing professional guides for technical explanations and source material. The conversation kit above helps you prepare to use them.
Legal Advisor
Drafting and diligence considerations for installment-sale agreements, assignment mechanics, and creditor protection.
Dedicated guide in developmentTransaction Advisor
Positioning a Structured Installment Sale inside a deal — buyer-side mechanics, timing, and after-tax modeling for sellers.
Open transaction advisor guide ↗Realtor
How and when to surface the Structured Installment Sale option with appreciated-property sellers — without giving tax advice.
Open realtor guide ↗Lender
Coordinating financing with an installment-sale structure: payoff timing, escrow, and treatment of the buyer's note.
Open lender guide ↗SUPPORT ALONGSIDE YOUR PRACTICE
Your relationship stays central.
When your team wants additional SIS expertise, bring us into the conversation alongside the professionals already involved.