Sterling Capital Gains Solutions: A Strategic Planning Partner for M&A Attorneys
Sterling helps M&A attorneys enhance their value to clients during the most financially significant event of their lives—the sale of their business.
While you focus on protecting your client legally and getting the deal done, Sterling steps in to structure advanced tax-exempt trust strategies that:
Using proven, tax-exempt trust strategies (including strategies you might not have seen) under IRC §664, Sterling helps your clients:
- Avoid capital gains tax when selling an asset
- Diversify into almost any investments
- Buy and sell investments without worrying about taxes
- Compound investments tax deferred indefinitely
- Defer income taxes
- Receive flexible, lifetime income for multiple generations
- Grow assets tax-deferred
- Secure legacy across generations
Why It Matters to Estate Planners:
You guide the legal side of the sale. Let Sterling help ensure your client keeps more of what they’ve earned—and reward you for the referral.