Every free guide, in one place.

For owners selling a rental, a building, a business or a farm

• The Waterfall, Made SimpleThe easy-reading version. How stuck rental losses can meet your gain when the sale is paid over time, plus what else is on your return, three separate benefits, when a mix of cash and payments is best, a checklist for using all your stuck losses, borrowing costs and big estates.BOOK · 139 PAGES · START HERE
• The Waterfall StrategyThe full book: 13 illustrative cases, including 3 where it does not work, plus chapters on matching, rate and deferral, when a mix of cash and a structured sale is best, and every gate to using all your suspended losses.BOOK · 334 PAGES
• The WaterfallThe 20-minute version of the full book.BOOK · 68 PAGES
• The Waterfall in One PageThe whole idea on one sheet you can hand to your CPA.ONE PAGE
• The Payment YearsFor sellers already paid on a schedule: how each payment is taxed, Medicare each year, carryforwards, big estates and borrowing later.BOOK · 99 PAGES · OWNER'S MANUAL
• The Loss BankCapital losses from stocks you carry forward, and how to use them before they go to waste.GUIDE · 104 PAGES
• Tax-Loss Harvesting and Installment GainOne chapter from The Loss Bank: capital losses on the same calendar as your payments.CHAPTER · 12 PAGES

For brokers

• Save the DealThe broker playbook for sellers who stall over the tax bill.PLAYBOOK · 50 PAGES
• Deal-Saver CardThe two-page version of Save the Deal for your desk.CARD · 2 PAGES

For advisors, CPAs and attorneys

• The Waterfall Strategy: Practitioner's EditionThe detailed edition for CPAs and attorneys, with every citation, the new mix and suspended-loss gate chapters and added Q&A.BOOK · 585 PAGES
• More to ManageFor financial advisors: what a sale paid over time does for the client and the account, plus tax attributes, equity cost, big estates and a quick check.BOOK · 127 PAGES
• The Exit Attorney's ChecklistDrafting a structured installment sale into the purchase agreement: what goes where, before closing.BRIEF · 10 PAGES
• The Boot Brief for QIsHow boot is taxed and how to structure the part an exchange cannot place, set up before the funds move.BRIEF · 13 PAGES
• The Brief for Opportunity Zone FundsHow structured payments create eligible gain on a schedule. Hans does not recommend, sell or get paid for fund investments.BRIEF · 8 PAGES

Worksheets and checklists

• Capital Gains + Structured Sale WorksheetWhat is on your return, which way each item cuts, and dated borrowing rates, on two pages.WORKSHEET · 2 PAGES
• The Estate Planning WorkbookStructured sale payments, annual gifts and an irrevocable life insurance trust, filled in step by step.WORKBOOK · 9 PAGES
• Form 8582 Worksheet GuideFind your suspended passive losses on last year's return, line by line.WORKSHEET · 2 PAGES
• 1031 Boot Quick ReferenceMortgage boot, cash boot and the fixes, before you open escrow.CHEAT SHEET · 3 PAGES
• The Full Stack in One Page1031 for most of the property, the boot as a structured sale, and each payment's gain into a new Opportunity Zone fund. Model numbers and the break-even.CHEAT SHEET · 1 PAGE
• Payments at Death Acknowledgment (sample form)A sample one-page form: who receives the remaining payments, and why a will alone does not avoid probate. For discussion with your estate attorney.SAMPLE FORM · 1 PAGE