Plain answers on who we are and how we are paid.
Read this before you engage.
Not a CPA, attorney or investment adviser
Hans is not a CPA, attorney or registered investment adviser; the analysis models tax effects and does not recommend specific securities. Securities decisions, including any Delaware statutory trust, Opportunity Zone fund, exchange fund or REIT interest, belong with your own registered adviser or broker. No referral compensation is received.
Who runs this site
Big Sale Tax is the home of Hans Goldstein: Tax & Exit Planning, a sole proprietorship operated by Hans Goldstein under its own EIN. Hans does not prepare tax returns and is not an attorney.
What the fee pays for
The Big Sale Tax Analysis is a flat $5,000 fee for tax and financial modeling of Section 453 installment sales, seller financing and other tax deferral strategies, with a written comparison and recommendation. The fee is for analysis only. You are invoiced after the scoping call, and only if you choose to go ahead.
No obligation
You can implement any strategy anywhere, with any professional, or not at all. Nothing in the analysis requires you to buy any product or use any provider.
Not legal or tax advice
Everything on this site and in the analysis is education and modeling, not legal or tax advice, and no outcome is promised. Tax law changes and every sale is different. Coordinate any decision with your CPA and attorney.
Referrals
No referral fees are paid to or received from brokers, CPAs or attorneys.
Licensing
Hans Goldstein, CA Insurance License #4273294, NPN 20602398. Goldstein & Co. LLC dba Goldstein Insurance Services, CA License #6016830. Licensing is listed for transparency; no insurance business is conducted on this site.
Privacy
This site has no forms and stores no personal data. If you email or call, your information is used only to respond to you. Calendar booking is handled by a third-party scheduling tool. Fonts are served by Google Fonts.