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Deferring Taxes but Keeping the Cash

June 17, 2017

10 Public Companies that Deferred Billions in Taxes

 

In recent years, many public and private companies have been able to defer capital gains tax on appreciated assets while keeping up to 95% of the proceeds (versus 65%-75% in paying taxes).  

 

This holy grail of tax planning has been accomplished via a "monetized installment sale"  where the appreciated asset is sold under an installment agreement (tax deferred) and then by monetizing the notes via a non taxable loan.

 

The amounts and the companies that have structured such sales over the last several years include:

 

 1. The $43.25 Million Monetized Installment Sale by GREIF, Inc.

 

2. The $617 Million Monetized Installment Sale by Kimberly Clark.

 

3. The $4.8 Billion Monetized Installment Sale by International Paper

 

4. The $350 Million Monetized Installment Sale by Plum Creek

 

5. The $1.47 Billion Monetized Installment Sale by Of