Book a scope call: your goals and your options before you sign
Tell Hans about the sale. He looks at it personally. The call is about what you want to do with the money, and whether there is room to take a lower offer and still net more.
- What you get: a plain read on your goals and your options, the taxes that hit and in what order, and what has to be in the contract. Depending on basis, debt and rates, there is often $100k to $500k of room, never promised for any one sale.
- The scope call is no cost and no obligation, and this form takes about 5 minutes. The full Big Sale Tax Analysis is $5,000 per household per transaction, and only if you decide it is worth it.
- Hans reviews every one personally and replies within 1 business day. If it is a fit, you get a link to book a call.
Got it. Hans will review and reply within 1 business day.
You will hear from him by email, phone or text. If it is a fit, he sends you a link to book a call.
You said the sale has already closed. Most options have to be set up before closing, but Hans will still look.
How Hans is paid. The scope call is about what you want the money to do and which outcomes fit your sale. If a structure funded through an insurance company turns out to fit and you go ahead with one, that company pays Hans a commission through his separate insurance business. A fact-based comparison of every option is the $5,000 analysis. Disclosures.
Hans Goldstein is an Enrolled Agent, admitted to practice before the Internal Revenue Service. Licensed insurance producer (CA 4273294); may be compensated if you use an insurance-funded structured installment sale. Education only. Hans is an Enrolled Agent (EA), admitted to practice before the Internal Revenue Service. He is not a CPA, attorney or registered investment adviser; the analysis models tax effects and does not recommend specific securities. Disclosures.