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Taxdeferral skyson

TAX DEFERRAL STRATEGIES FOR AGRICULTURAL CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 26, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Clients, especially those involved in agriculture, always welcome effective tax deferral and tax saving strategies.  Structured Sale Strategies are among the most effective tax deferral strategies available.  When properly applied, Structured Sale Strategies can often provide Ag clients substantial tax saving and remarkably improved cash flow. 

This course is designed to provide Tax Professionals with a solid understanding of the Tax Law and Revenue Rulings underpinning the application of Structured Sales, Strategies, along with a series of brief case studies illustrating various ways Structured Sales have been used to significantly improve Agricultural clients’ financial futures.

Course Objectives:

 
Demonstrate how SkySon Financial works with Tax Professionals to help their clients achieve more favorable financial outcomes, by explaining:


  • The basics of a Structured Sale and how it improves upon the traditional Installment Sale.

  • The tax law and revenue rulings that make Structured Sale Strategies possible and so effective.

  • The tax-free liquidity options available to Ag clients.

  • The application of Structured Sale Strategies to property sales, as well as ongoing crop sales.

  • Answer any questions that may arise.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Andrew Lambertson

SkySon Financial
President | Co-Founder
[email protected]
(209) 408-0039

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Andrew specializes in working with professional teams to assist clients in developing unique tax-saving strategies. As a noted expert, Andrew provides training for CPAs and Attorneys on advanced asset sales strategies and Qualified and Non-Qualified retirement planning. He has been called upon to work with owners and companies around the country to design and implement cutting edge solutions for their firms.
 
Andrew was born and raised in the San Francisco Bay Area and graduated from San Francisco State University. He has four children and two grandchildren, and he currently resides with his wife Carrie in Modesto, CA. They enjoy traveling the world together, love all things Disney, and share a passion for children with special needs.

Bruce Jaffe

SkySon Financial
VP | Marketing & Business Development
[email protected]
(949) 874-2674

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Bruce is focused on building strong long-term relationships with key advisors, including accounting professionals, attorneys, and brokers.  He comes to SkySon Financial with a background in corporate financial management and marketing communication.

Bruce lives with his wife in Irvine, California, where he gets to explore his passion for bicycling and kayaking. He has been involved in media outreach for HomeAid America and the Make-a-Wish Foundation.

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Rick Danowsky

SkySon Financial
President, Structured Services
[email protected]
6416607406

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Rick Danowsky heads up the Structured Services division where he has been at the forefront of innovation, helping farmers, business-owners, professional practitioners, and real estate investors minimize the impact of taxes, while creating secure income streams for their futures.  He has been involved in the professional insurance and securities industry for more than 23 years, including 13 years as a Structured Settlement Consultant.   Rick is a sought after speaker for presentations to CPA’s, Attorneys and other professionals seeking to use structured sales for their clients.

About Our Presenter

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At SkySon, we are dedicated to working with tax and legal professionals, brokers, and agents to help their clients reduce the impact of taxes on the sale of Real Estate, businesses, professional practices, land, crops, and other highly appreciated assets.  We can help tax professionals minimize taxes for their clients while providing them guaranteed income streams and enhanced protection from creditors