Services
Instead of paying a large capital gains tax on a transaction at the time of closing, our proprietary strategies allow the capital gains taxes to be paid overtime through installments.
Prior to the closing of the sale, the seller sells it to Trust, owned and managed by Matterhorn Capital Management. Matterhorn then sells the asset to the Buyer. Matterhorn then manages and invests the funds and pays the seller through an installment contract, and the capital gains taxes that would have been paid at closing are paid in conjunction with the installment payments paid to the seller.
Matterhorn, through our exclusive partnerships with legal counsel and tax experts, is your source for Installment Sales Trusts from start to finish. Additionally, with our headquarters in Nevada, there will be no income tax from the investments made through your IST. However, there will be income due to the payments made from the IST to you in the event you reside in a state that has income taxes.
How it Works
Matterhorn Capital management works by utilizing existing sections in the Internal Revenue Code, maximizing our clients’ returns by deferring capital gains tax that would otherwise be due in a lump sum. We manage the entire transaction from start to finish – from establishing the necessary paperwork to facilitating the transaction with the end buyer, our legal and tax experts remain available for any questions and needs through the term of the installment contract. We are one company for all of your large capital gains deferred transactions, with our panel of experts a click or call away.
The Process
Prior to the closing of the sale of an appreciated asset that is subject to large capitals gains taxes, the seller sells it to an irrevocable Trust, owned and managed by Matterhorn Capital Management. Matterhorn then sells the asset to the end Buyer. We then manage and invest in funds and pay the seller through an installment contract, and the capital gains taxes that would have been paid at closing are paid in conjunction with the installment payments paid to the seller. By reinvesting a larger portion of the initial sale, there are greater returns and a greater diversification of the seller’s portfolio.