Structured Sales

Brook Hollow Financial is uniquely qualified to assist clients looking for a tax deferral and growth strategy on assets with a large gain and significant tax consequence. These assets include real estate, full or partial failure of a 1031 Exchange, non-exchangeable assets, and business sales (especially C - corps).  

Our strategy utilizes IRC 453 within the framework of a structured sale. We offer a spectrum of investment options, ranging from a conservative annuity, up to a more aggressive growth oriented portfolio. Our strategies not only allow for the client to defer taxes and earn interest on pre-tax proceeds, but also to avoid tax triggers such as AMT, phase-outs, deferred gains into retirement and lower bracket tax years, etc.

We have CPAs, Attorneys, CFPs, and tax deferral professionals on staff to assist with your individual  solution.  This solution will be catered to your own tax profile and individual need. Our goal is to educate our clients on how to effectively utilize Section 453 and 1031 of the IRS tax code.  The end result is a minimization of tax liability and a maximization of investment gain.  

Contact Chris Princis at 312-529-4017 or cp@brook-hollow.com for an initial discussion.