Free IST Revenue Estimator

See What Your Installment Sale Trust Would Look Like

What is the Revenue Estimator?

The Revenue Estimator is a 10-page report about your asset, the tax savings, and additional information about the IST process. Every Revenue Estimator runs a tax assessment on your asset, showing the expected amount of taxes to be paid at closing. This tax assessment is based on the income information provided to us for the report.

The Revenue Estimator was created to quickly compare the difference between using an IST to a traditional sale. This is a rough comparison and uses conservative numbers. You usually have enough information to fill this report out on your own.

STEP #1 of 2: Fill Out The Revenue Estimator

STEP #2 of 2: Schedule To Get Your Results

Ready to Start your Tax-Deferral Journey?

Schedule a 15-minute phone call for further questions or getting started.

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