Deferring Taxes in Selling a Business or a Property

Date: Wednesday, April 23, 2025
Time: 11:30am - 1:00pm
Location: Hilton Hotel 100 Sandoval Street Santa Fe NM 87501
Speaker: Kelly Ramsdale

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Learn how to save your client or yourself thousands or even tens of thousands of dollars while selling a business or property.  Structured settlement annuities have been used for over 50 years to stop the tax clock on certain settlements, that product has grown to cover traditional structured sale transactions.  Capital gains taxes on large sales can be deferred through the use of this product that is not available to financial or estate planners. 

Kelly Ramsdale is President of Kelly Ramsdale & Associates, a national plaintiff-only settlement consulting firm in Denver, CO.    Kelly began in the structured settlement industry in 1999. A nationally renowned leader in developing
innovative, creative settlement and income planning solutions for a variety of situations, with the
majority of work being in New Mexico. Celebrated 20 years of serving the New Mexico Trial Lawyers in
2023.

Ms. Ramsdale travels the country speaking to various state and regional trial lawyers’ organizations, law school
classes, and attorneys’ offices. She has published articles related to the use of structured settlement
annuities in various types of cases, and has appeared on television in interviews regarding settlements
and income planning.

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