Monthly Archives: November 2020

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Episode 9 – Reducing Taxes via the Installment Sale Rule – with Bruce Jones

Ready to sell a highly appreciated asset, but worried about your tax bill? 

In this episode, Barry Watts and Eric Burlison are joined by tax strategist Bruce Jones of Tax Wealth. Having been in the financial industry for nearly 50 years, Bruce shares his expertise on mitigating your taxes when it comes to selling highly appreciated assets.

In this episode you will learn:

  • The two things you can do with your taxes to save you money
  • The process of mitigating tax from a client with big capital gain
  • How the deferral approach works in tax planning
  • What the are two financial instruments and principles 
  • The risks involved with tax planning
  • And more!

Tune in to discover how you can mitigate your tax bills with Bruce Jones! 

Resources: | J. Barry Watts