Simply Wealth
audiobook (Unabridged) ∣ The Power of Tax Deferral using a Self Directed Installment Sale
By Paula Straub

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Did you ever get advice from an accountant, financial planner or attorney to just pay your taxes now and reinvest the proceeds when you sell an asset? Did they tell you had other choices that would increase your bottom line? Probably not, because very few know what options are available and how they work. This information is usually only provided to a select few who consult specialists in this area. Join Paula and her guest Ben Barker, CFO of the National Association of Financial and Estate Planning (NAFEP) as they discuss how a Self Directed Installment Sale can literally mean a difference of hundreds of thousands of dollars in your pocket vs. going directly into the coffers of the IRS. If you are selling highly appreciated real estate, businesses, collections, etc. this is a show you want to listen to right now.