If you advise people who sell appreciated assets (businesses, real estate, practices, stock), we're the specialist you call when a client faces a brutal one-year tax bill. You keep the relationship and the work; we place the structure and make you look good.
CPAs, estate attorneys, business brokers, real estate agents, and 1031 qualified intermediaries all run into the same moment: a client is about to sell something highly appreciated, and the tax is going to be ugly. You don't want to lose the deal, the client, or the relationship, and you don't place insurance-funded deferral structures yourself. We do.
Send me the sale price and rough basis. Within one business day I'll email you the actual number and the Seller's Guide to §453. If it doesn't fit your deal, I'll tell you that plainly.
No retainer · no obligation. Hans Goldstein, a licensed insurance agent (CA Insurance License #4273294), will contact you and may discuss insurance products, including annuities.
Call 213-414-2808 or send an intro email. We'll run the numbers, share them with you, and coordinate from there. Want a co-branded one-pager to hand clients, or to talk through a live deal? Reach out. We'll make it easy.
A 1031 and a structured installment sale are complementary, not competing. You handle the like-kind exchange; we handle the boot, the failed exchange, or the client who'd rather exit real estate entirely. Let's set up a referral relationship so neither of us ever has to tell a client "sorry, nothing I can do."
No. We don't prepare returns, manage assets, or take over the client relationship. We place the §453 deferral structure and keep you in the loop. You retain the client and the ongoing work.
Your client keeps far more of their sale proceeds, you look like the hero who brought the solution, and you stay involved throughout. Many partners also build a reciprocal referral relationship over time.
A structured installment sale is the backstop when a 1031 can't be completed, the client can't find a replacement property, or they want to exit real estate entirely. We work alongside qualified intermediaries rather than competing with them.
Yes. Plaintiff and contingency-fee attorneys can defer the tax on their own fees using a Childs-validated structured attorney fee arrangement, set up before the case settles.
Call 213-414-2808 or email an introduction. We'll run the numbers, copy you on everything, and can provide a co-branded one-pager to hand your clients.
Before you sign anything, run your numbers with someone who structures the deal to be tax-smart and audit-ready from day one.
Call 213-414-2808 Run the Numbers →
A plain-English guide for sellers on how a structured installment sale defers the tax when you sell a business, practice, or property. It covers the math, the alternatives, and how to tell if your deal fits.
Leave your details and the PDF downloads right away. Within one business day Hans will email a preliminary read on which structure fits your deal. No retainer. On a funded structure, the insurer pays a one-time commission of about 4% of the amount structured to the brokerage firm that places it (Hans’s share is about 2.4%; no trail). It is built into the annuity pricing, not a separate fee.
📞 Hans Goldstein · 213-414-2808 · CA Insurance License #4273294 · Independent §453 specialist · Goldstein & Co. LLC
Hans Goldstein, a licensed insurance agent (CA Insurance License #4273294), will contact you and may discuss insurance products, including annuities.
