The monetized installment sale (MIS), which is more of a product than a tax concept sounds very attractive. In the right circumstances MIS promises a very long deferral of capital gains tax for a reasonable cost. But does the strategy actually work?
Tax season is always demanding. But what comes after? As a dedicated tax professional, it’s crucial to continually enhance your practice and adapt to an ever-changing landscape.
Introducing the Beyond the Returns Series – an in-depth suite of four live webinars designed to transform your firm’s future.
• Navigate the complexities of practice mechanics.
• Achieve a fulfilling balance between home and work.
• Dive deep into the imperatives of security and liability.
• Strategize your firm’s life cycle, from inception to retirement.
Led by industry veterans, Amber Gray-Fenner, EA, NTPI Fellow, USTCP and Matt Metras, EA, this series promises actionable insights to ensure you’re well-prepared for the 2024 filing season and the years to come.
Don’t miss out on this opportunity to redefine and rejuvenate your tax practice.