What is an Installment Sale Trust?

An Installment Sale Trust is a LEGAL way to get capital gains tax relief by selling your business or property through a specialty trust

If you are looking to sell your business or property because:

  • You don't want to deal with the business anymore
  • You want a steady stream of income, or more income
  • You're ready to retire and need to replace your income

What Are the Benefits of An Installment Sale Trust

No Capital Gains Tax Due at Sale

Steady Income

Get Rid of Your Business or Property and the Stress of Being a Business Owner, or Landlord

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    How Does An IST Work

    An IST works in three simple steps.

    The buyer and seller agree to terms and conditions, which then opens to escrow

    Once in escrow, the business or property is transferred from the seller to the IST

    At the close of escrow, the buyer pays the trust for the business or property assets and the asset is then transferred to the buyer.

    Now, proceeds for the transactions are in the trust and are “tax-deferred.”

    Who We Are

    Dave Rawn

    GroundConsult, Inc is a consulting group focused exclusively on servicing the owners and operators of FedEx Delivery contracts. As previous contractors, we understand the unique structure, opportunities and benefits of contracting with FedEx Ground.

    Kevin Brunner

    A Financial Advisor featured in Forbes Magazine, has 15+ years in financial services with a special focus on business owners and real estate investors and 29+ years of business consulting and management experience. He is the host of "The Smart Money Hour" on KABC Radio Los Angeles and is frequently a requested expert on Bloomberg Radio.

    W. Morris Chubb, CPA


    CB Administrative Services, LLC – Principal, W. Morris Chubb, CPA (inactive) and CFO of public, venture backed and private companies for 40+ years. Throughout his career, Morris has been committed to transparency, accountability and integrity. He is also active in the nonprofit space and is board chair of Project WeHOPE, a nonprofit that provides shelter and other needed services to the homeless in East Palo Alto and other locations around Northern California.

    Phillip K. Johnson

    Lathrop Gage LLP – Partner, Phillip K. Johnson, with 20 years in private practice focusing on estate and tax planning, including the creation and administration of trusts. Phillip specializes in saving taxes and preserving wealth through techniques such as Installment Sale Trusts. Lathrop Gage LLP has 10 offices from coast to coast, including one in Los Angeles.