Seller / Donor pays NO CAPITAL GAINS TAXES on the sale's appreciation in value, thus preserving more of the proceeds for investment.
An annual income for the rest of your life, or a term not to exceed 20 years.
Seller / Donor is entitled to an income tax charitable contribution deduction which can put cash in his or her pocket over a six year period, by reducing income Taxes.
Seller / Donor can be any age.
Fee to Broker can be either seller or buyer side. No cost to the seller or buyer for CRT.
Seller / Donor can negotiate with Wave / Pepperdine University CRT on TERMS such as: Front Money Lump Sums, Lump Sums for special needs later, Benefits for Heirs, Partial sales / Donations.
Contact us for a written quote / proposal comparing the CRT program with an outright conventional sale. Negotiations may begin any time before or after quote / proposal.
Information needed for a Quote / Proposal:
Names of Owners
Actual dates of birth of owners
How the Company is Held, i.e. - Partnership, or Corporation (s corp or c corp)
Type of Business
Selling Price
Basis of Company (basis is the original cost, plus any capital Improvements - minus depreciation.)
Please click on the Above CRT for a typical M+A flow chart transaction and a $5MM sale sample comparison.
3620 Wyoming Blvd. NE, Suite L-11, Albuquerque, NM 87111
Phone (505) 346-1560 * Fax (505) 346-1561 * Toll Free (800) 684-6531 (Outside Albuquerque)