Request Your Pro Forma Report

The Pro Forma Report runs a detailed tax assessment on your asset, showing the almost exact amount of taxes to be paid at closing—and how much you could defer with the IGH Trust structure.

What You'll Receive

  • Detailed tax assessment based on your specific situation
  • Side-by-side comparison: Traditional Sale vs IGH Trust
  • Amortization schedules for 5, 10, 15, and 20-year terms
  • State and federal tax calculations
  • Document ready to review with your CPA or attorney

Why the Pro Forma?

While our Revenue Estimator provides quick estimates, the Pro Forma Report uses detailed information about your ownership structure, depreciation history, and financial situation to provide a more accurate tax assessment.

This report is typically prepared for clients who are serious about the SIS strategy and want to share accurate projections with their tax advisors.

Need a quick estimate first?

Try our Revenue Estimator for instant results, or use our free calculator (no email required).

IGH Pro Forma Request

Your contact details

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Used to determine your tax brackets for the assessment.

Important Disclosure

This information is provided for general educational and informational purposes only. It is not intended to be specific investment, tax, or legal advice and should not be relied upon as such.

Always consult your tax advisor and/or attorney for specific advice pertaining to your specific situation. Rates and terms are subject to change. Past performance is not indicative of future results. Iron Gate Holdings and its affiliates do not provide tax or legal advice.

Pro Forma Report - IGH Trust | IGH Trust