Accessibility Statement Skip Navigation
  • Why PRWeb
  • How It Works
  • Who Uses It
  • Pricing
  • Login
  • GDPR
  • Create a Free Account
Return to PRWeb homepage
  • News
  • Resources
  • Contact
When typing in this field, a list of search results will appear and be automatically updated as you type.

Searching for your content...

No results found. Please change your search terms and try again.
  • News in Focus
      • Browse News Releases

      • All News Releases
      • Multimedia Gallery

      • All Multimedia
      • All Photos
      • All Videos
  • Business & Money
      • Auto & Transportation

      • Aerospace, Defense
      • Air Freight
      • Airlines & Aviation
      • Automotive
      • Maritime & Shipbuilding
      • Railroads and Intermodal Transportation
      • Supply Chain/Logistics
      • Transportation, Trucking & Railroad
      • Travel
      • Trucking and Road Transportation
      • View All Auto & Transportation

      • Business Technology

      • Blockchain
      • Broadcast Tech
      • Computer & Electronics
      • Computer Hardware
      • Computer Software
      • Data Analytics
      • Electronic Commerce
      • Electronic Components
      • Electronic Design Automation
      • Financial Technology
      • High Tech Security
      • Internet Technology
      • Nanotechnology
      • Networks
      • Peripherals
      • Semiconductors
      • View All Business Technology

      • Entertain­ment & Media

      • Advertising
      • Art
      • Books
      • Entertainment
      • Film and Motion Picture
      • Magazines
      • Music
      • Publishing & Information Services
      • Radio & Podcast
      • Television
      • View All Entertain­ment & Media

      • Financial Services & Investing

      • Accounting News & Issues
      • Acquisitions, Mergers and Takeovers
      • Banking & Financial Services
      • Bankruptcy
      • Bond & Stock Ratings
      • Conference Call Announcements
      • Contracts
      • Cryptocurrency
      • Dividends
      • Earnings
      • Earnings Forecasts & Projections
      • Financing Agreements
      • Insurance
      • Investments Opinions
      • Joint Ventures
      • Mutual Funds
      • Private Placement
      • Real Estate
      • Restructuring & Recapitalization
      • Sales Reports
      • Shareholder Activism
      • Shareholder Meetings
      • Stock Offering
      • Stock Split
      • Venture Capital
      • View All Financial Services & Investing

      • General Business

      • Awards
      • Commercial Real Estate
      • Corporate Expansion
      • Earnings
      • Environmental, Social and Governance (ESG)
      • Human Resource & Workforce Management
      • Licensing
      • New Products & Services
      • Obituaries
      • Outsourcing Businesses
      • Overseas Real Estate (non-US)
      • Personnel Announcements
      • Real Estate Transactions
      • Residential Real Estate
      • Small Business Services
      • Socially Responsible Investing
      • Surveys, Polls and Research
      • Trade Show News
      • View All General Business

  • Science & Tech
      • Consumer Technology

      • Artificial Intelligence
      • Blockchain
      • Cloud Computing/Internet of Things
      • Computer Electronics
      • Computer Hardware
      • Computer Software
      • Consumer Electronics
      • Cryptocurrency
      • Data Analytics
      • Electronic Commerce
      • Electronic Gaming
      • Financial Technology
      • Mobile Entertainment
      • Multimedia & Internet
      • Peripherals
      • Social Media
      • STEM (Science, Tech, Engineering, Math)
      • Supply Chain/Logistics
      • Wireless Communications
      • View All Consumer Technology

      • Energy & Natural Resources

      • Alternative Energies
      • Chemical
      • Electrical Utilities
      • Gas
      • General Manufacturing
      • Mining
      • Mining & Metals
      • Oil & Energy
      • Oil and Gas Discoveries
      • Utilities
      • Water Utilities
      • View All Energy & Natural Resources

      • Environ­ment

      • Conservation & Recycling
      • Environmental Issues
      • Environmental Policy
      • Environmental Products & Services
      • Green Technology
      • Natural Disasters
      • View All Environ­ment

      • Heavy Industry & Manufacturing

      • Aerospace & Defense
      • Agriculture
      • Chemical
      • Construction & Building
      • General Manufacturing
      • HVAC (Heating, Ventilation and Air-Conditioning)
      • Machinery
      • Machine Tools, Metalworking and Metallurgy
      • Mining
      • Mining & Metals
      • Paper, Forest Products & Containers
      • Precious Metals
      • Textiles
      • Tobacco
      • View All Heavy Industry & Manufacturing

      • Telecomm­unications

      • Carriers and Services
      • Mobile Entertainment
      • Networks
      • Peripherals
      • Telecommunications Equipment
      • Telecommunications Industry
      • VoIP (Voice over Internet Protocol)
      • Wireless Communications
      • View All Telecomm­unications

  • Lifestyle & Health
      • Consumer Products & Retail

      • Animals & Pets
      • Beers, Wines and Spirits
      • Beverages
      • Bridal Services
      • Cannabis
      • Cosmetics and Personal Care
      • Fashion
      • Food & Beverages
      • Furniture and Furnishings
      • Home Improvement
      • Household, Consumer & Cosmetics
      • Household Products
      • Jewelry
      • Non-Alcoholic Beverages
      • Office Products
      • Organic Food
      • Product Recalls
      • Restaurants
      • Retail
      • Supermarkets
      • Toys
      • View All Consumer Products & Retail

      • Entertain­ment & Media

      • Advertising
      • Art
      • Books
      • Entertainment
      • Film and Motion Picture
      • Magazines
      • Music
      • Publishing & Information Services
      • Radio & Podcast
      • Television
      • View All Entertain­ment & Media

      • Health

      • Biometrics
      • Biotechnology
      • Clinical Trials & Medical Discoveries
      • Dentistry
      • FDA Approval
      • Fitness/Wellness
      • Health Care & Hospitals
      • Health Insurance
      • Infection Control
      • International Medical Approval
      • Medical Equipment
      • Medical Pharmaceuticals
      • Mental Health
      • Pharmaceuticals
      • Supplementary Medicine
      • View All Health

      • Sports

      • General Sports
      • Outdoors, Camping & Hiking
      • Sporting Events
      • Sports Equipment & Accessories
      • View All Sports

      • Travel

      • Amusement Parks and Tourist Attractions
      • Gambling & Casinos
      • Hotels and Resorts
      • Leisure & Tourism
      • Outdoors, Camping & Hiking
      • Passenger Aviation
      • Travel Industry
      • View All Travel

  • Policy & Public Interest
      • Policy & Public Interest

      • Advocacy Group Opinion
      • Animal Welfare
      • Congressional & Presidential Campaigns
      • Corporate Social Responsibility
      • Domestic Policy
      • Economic News, Trends, Analysis
      • Education
      • Environmental
      • European Government
      • FDA Approval
      • Federal and State Legislation
      • Federal Executive Branch & Agency
      • Foreign Policy & International Affairs
      • Homeland Security
      • Labor & Union
      • Legal Issues
      • Natural Disasters
      • Not For Profit
      • Patent Law
      • Public Safety
      • Trade Policy
      • U.S. State Policy
      • View All Policy & Public Interest

  • People & Culture
      • People & Culture

      • Aboriginal, First Nations & Native American
      • African American
      • Asian American
      • Children
      • Diversity, Equity & Inclusion
      • Hispanic
      • Lesbian, Gay & Bisexual
      • Men's Interest
      • People with Disabilities
      • Religion
      • Senior Citizens
      • Veterans
      • Women
      • View All People & Culture

  • Hamburger menu
  • Cision PRWeb provides efficient communication tools to continuously engage with target audiences across multiple online channels
  • Create a Free Account
    • ALL CONTACT INFO
    • Contact Us


      11AM ET Sunday – 8PM ET Friday

  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR
  • News in Focus
    • Browse All News
    • Multimedia Gallery
  • Business & Money
    • Auto & Transportation
    • Business Technology
    • Entertain­ment & Media
    • Financial Services & Investing
    • General Business
  • Science & Tech
    • Consumer Technology
    • Energy & Natural Resources
    • Environ­ment
    • Heavy Industry & Manufacturing
    • Telecomm­unications
  • Lifestyle & Health
    • Consumer Products & Retail
    • Entertain­ment & Media
    • Health
    • Sports
    • Travel
  • Policy & Public Interest
  • People & Culture
    • People & Culture
  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR
  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR
  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR

Completely control Capital Gains tax rate, even under the Biden Tax plan using an Installment Sale Trust: source: Qualified Financial

Tech Millionaires look for creative ways to sell their companies under the Biden tax plan; BitCoin investors learn new ways to sell while buying a Tesla; Proposed changes to the 1031 Exchange causes anxiety to real estate investors; Solutions for capital gains planning get a twist with a new product, the Installment Sale Trust


News provided by

Qualified Financial and Insurance Solutions

May 07, 2021, 07:00 ET

Share this article

Share toX

Share this article

Share toX


ORANGE, Calif., May 7, 2021 /PRNewswire-PRWeb/ -- Biden's American Families Tax Plan proposal will almost double the capital gains tax for folks earning over $1 Million in the year of a property sale, business sale, or Crypto Currency sale and may even greatly reduce tried and true strategies, such as the 1031 Exchange.

The new Tax Proposal is supposed to target only the top 1% or earners…but will trigger the accelerated Capital Gains Rate at any income over the threshold of Four Hundred Thousand Dollars.

It used to be that when you wanted to retire or even just spin off some investment properties to fund something different, a Seller just sold and mostly paid the Capital Gains but that Calculus does not work anymore.

Post this

This means that if a seller of a property, a business or crypto currency completes a sale after the Tax Plan is approved…in some states the combined taxes and fees will be over 50%!

"You simply don't want to sell a Business or Property or cash in your BitCoin without careful consideration under Biden's proposed changes," says Kevin Brunner, of Qualified Financial (http://www.qualifiedfin.com) in Orange CA.

"It has caused a ton of concern here in Southern California, especially with Landlords and Business Owners," says Kevin Bunner. Brunner was a Forbes Featured Advisor of the Year in 2015 and runs several successful businesses in addition to Leading a team of Financial Advisors. "We listened to our clients and developed a unique in-house product designed to help control gains tax." added Brunner.

"It used to be that when you wanted to retire or even just spin off some investment properties to fund something different, a Seller just sold and mostly paid the Capital Gains," says Brunner. "That worked when you could frequently keep 75% or more of the sale proceeds, but that calculus doesn't work when the combined tax rate and depreciation recapture could be as high as 60% (or even higher) of the gross sales price when combined with the broker's commissions."

"Extra Planning with competent professionals is an absolute requirement" stated Mr. Brunner. "We have retooled a few tried-and-true techniques and have hired out for tax and estate planning specialists to give our clients the options they need to either create liquidity or create income post sale without triggering the maximum tax brackets in this challenging environment."

"The Flagship Technique for property and business owners trying to sell and control their Tax is our in-house version of an Installment Sale," explains Mr. Brunner. "We actually buy the investment property, or the asset portion of the business from the client with a promissory note crafted by attorneys to comply with the IRS rules on Installment Sales, IRC 453. This approach allows our client, the seller, to tell us how much income they want every year to stay below the maximum Capital Gains tax rate."

The Installment technique offered by Qualified Financial (http://www.qualifiedfin.com) is just one of the many new tools that are evolving that do not get rid of the Tax but do allow you to completely control how much Tax is owed and at what schedule. Advanced Planning techniques frequently borrow from multiple disciplines and can dramatically tighten up any Tax exposure a Family experiences by coordinating different strategies from different Disciplines efficiently. Advanced Planning of this nature is almost always unique to each Client's situation and may involve the implementation and annual monitoring of several strategies.

The proposed Capital Gains Tax is illustrated in the following table. Here is how Biden's long-term capital gains tax would work. It would apply to investments and real assets sold in 2021 that are held for more than one year, for example. Here are the rates that would apply

Short-Term Capital Gains Rates would still exist. Profits on securities and real assets sold after being held less than one year would continue to be taxed as short-term capital gains. Those gains face ordinary income tax rates. The top short-term capital gains tax rate is 37%.

About Qualified Financial and Insurance Solutions

Qualified Financial and Insurance Solutions (http://www.qualifiedfin.com) has Offices in Arizona and California and serves the Multi-Disciplinary, Advanced Tax Planning, Income Planning and Estate Planning needs of US clients with Investment Property, Crypto Currency or a Business.

To receive a complimentary Proforma estimate contact 800-694-5133

Also, http://www.TaxFreeYou.com has an educational video with information you can download as well.

Media Relations / Interviews with Kevin Brunner:
Christian Ramsey cell (916) 233-6010
[email protected]

Media Contact

Christian Ramsey, Qualified Financial and Insurance Solutions / CB Administrative Services, +1 9162336010, [email protected]

SOURCE Qualified Financial and Insurance Solutions

Related Links

http://www.qualifiedfin.com

Modal title

Contact PRWeb

  • 11AM ET Sunday – 8PM ET Friday
  • Contact Us

About PRWeb

  • About PRWeb
  • Partners
  • Partnership Programs
  • Editorial Guidelines
  • Resources

Why PRWeb

  • Why PRWeb
  • How It Works
  • Who Uses It
  • Pricing

Accounts

  • Create a Free Account
  • Log in
  • Contact Us

Do not sell or share my personal information:

  • Submit via [email protected] 
  • Call Privacy toll-free: 877-297-8921

Contact Cision

Products

About

My Services
  • All News Releases
  • Online Member Center
  • ProfNet
Cision Distribution Helpline
888-776-0942
  • Legal
  • Site Map
  • RSS
  • Cookie Settings
Copyright © 2025 Cision US Inc.