Original Air Date: June 3, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to discuss an investor who wants to sell her late mother’s house in an installment sale to control capital gains. The experts look at the benefits of such an arrangement and how this would affect her financial plan. 

Read the Article: https://www.henssler.com/from-joint-ownership-to-installment-sale-how-an-investor-overcame-tax-hurdles