NAFEP Launches New Capital Gains Deferral Strategy

The National Association of Financial and Estate Planning has officially released its latest product known as the Self Directed Installment Sale (SDIS). This new product was developed as a replacement to the Private Annuity Trust which was used by clients who needed to defer capital gains taxes on highly appreciated assets.

Salt Lake City, UT (PRWEB) May 24, 2007 -- The National Association of Financial and Estate Planning has officially released its latest product known as the Self Directed Installment Sale (SDIS). This new product was developed as a replacement to the Private Annuity Trust which was used by clients who needed to defer capital gains taxes on highly appreciated assets.

The Self Directed Installment Sale (SDIS) is the result of hundreds on hours of research and development in response to the IRS's proposed regulations for Private Annuities which will eliminate the deferral of capital gains taxes.

Clients who own highly appreciated assets such as real estate or a business interest are faced with capital gains taxes. The SDIS strategy allows clients to defer taxes on the sale of a highly appreciated asset without the risk associated with a traditional installment sale. The deferral of taxes allows for the compounding of the monies over a client defined time period. This allow the client to enjoy more money with lower risk.

"This new capital gains deferral strategy has several benefits over the Private Annuity by offering higher pay outs with client self direction over the transaction. This new strategy improves the benefit to the client, and we believe that the proposed regulations for Private Annuities as enabled us to see a way to develop a more robust capital gains deferral strategy"

Scott Janko

President, NAFEP

For additional information, Contact:

Scott Janko

National Association of Financial & Estate Planning (NAFEP)

PH: (801) 266-9900

FX: (801) 266-1019

scott @ nafep.com

http://www.nafep.com/sdis/self_directed_installment_sale.htm

The Self Directed Installment Sale enables clients to defer capital gains taxes on highly appreciated assets while minimizing the risks associated with a traditional installment sale.

NAFEP was founded in 1993 and is in the business of providing the legal documents, structures and strategies required to support the financial planning and real estate community in meeting their client's estate planning needs.

NAFEP has a key competency of providing Tax Advantaged Real Estate investment strategies and structures for financial planning and real estate professionals.

These strategies and structures are accomplished through our Self Directed Installment Sale and Self Directed IRA/401K products and services.

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