Unlock Tax‑Advantaged Wealth with Structured Installment Sales
How It Works
When you sell a highly appreciated asset—like real estate, a business, stocks, crypto, or even a vacation home—capital gains taxes can take 35% or more of your profits.
Traditionally, a 1031 Exchange was the primary way to defer those taxes, but it only applies to investment real estate and comes with strict time limits and replacement rules.
At First American Installment Group, we specialize in Structured Installment Sales—innovative strategies that allow you to:
Defer your capital gains taxes without the limitations of a 1031 Exchange.
Time your tax liability to match your cash-flow goals
Unlock more investment options beyond real estate.
Keep your full pre-tax proceeds working for you, growing your wealth faster.
What Sets Us Apart
End‑to‑End Execution – strategic advisory, legal docs, escrow & admin under one roof
IRS‑Compliant Blueprints – every instrument bench‑tested against latest rulings
Advisor Friendly – we partner seamlessly with selling‑side CPAs, attorneys, and wealth managers
White‑Glove Support – real humans, not call‑center scripts
Our Services
Feasibility Consultation
Schedule a 60‑minute strategy call, preliminary tax‑savings estimate, and “Go/No‑Go” checklist.
Turn‑Key Installment Sale Package
We provide: Custom deal architecture, Escrow & trust setup, Drafting of Master Installment Agreement, Security Instruments & Addenda; and Coordination with buyer & advisors
Compliance & Administration Concierge
Annual 1099 reporting, payment disbursements, basis tracking, and on‑call support for the life of the note. Real‑estate & business‑asset valuations, Buyer underwriting & credit enhancement, Attorney / CPA opinion letters
Our Story
At First American Installment Group™, we believe that sophisticated tax planning shouldn’t be reserved for the ultra-wealthy. Our founders helped pioneer advanced deferred-payment strategies accepted by the IRS under §453, empowering business owners, real estate investors, physicians, and family offices to preserve more of their hard-earned gains. From mid-market M&A to single-asset real estate deals, we’ve sheltered over $1 billion in capital gains taxes — helping clients keep more wealth working for their future.
With over 40 years of combined experience, our leadership team blends deep legal, tax, and technical expertise. We’ve not only executed hundreds of tax-deferred transactions nationwide, but also developed innovative solutions like the First American Installment Trust™ (FAIT™), making powerful deferral tools more accessible and cost-effective than ever before.
Contact Us
Let’s Design Your Tax‑Smart Exit.
Tell us a bit about your sale, and one of our senior strategists will reach out as soon as possible.