CB Administrative Services

Management & Trustee Services

Specializing in Installment Sale Trusts

CB Administrative Services offers tax-deferring options for any home residence, business, investment property, or other highly-appreciated assets. Read more about how our cost-effective solutions may help your situation.

Protecting Your Financial Future

CB Admin Services is committed to transparency, accountability, and integrity. All of our clients maintain full control of their assets and can fully view their portfolio at any time. We only operate within the IRS guidelines, following the IRC and staying updated within the industry.


The Installment Sale Trust (IST) is 100% IRS compliant, allows cash liquidity, and has been around since the 70s. We are dedicated to making the SIS Trust more available to the public since it has primarily been used in M&A and large business deals in the past.

Who Can Benefit From an IST?

Investment Property Owners

The IST is an excellent 1031 alternative, acting as a safety net. The Installment Sale Trust also gives investors the option to exit the industry without having to pay capital gains tax on growth or for depreciation recapture.

Residential Property

Home owners that have had their houses for years have likely experience some appreciation. Some married home owners experience more than $500K in appreciation, giving them an avoidable tax burden.

Business Owners

Business owners have no other way out than paying the capital gains tax. The IST gives these entrepreneurs an option to exit their business with a reliable income and without having to worry about paying a large tax.

Nothing on this site should be interpreted to state or imply that past results are an indication of future performance. This site does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell insurance, annuities, securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration or licensing exists. Information throughout this internet site, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. All investments involve risk, including foreign currency exchange rates, political risks, different methods of accounting and financial reporting, and foreign taxes.

2024 © CBAdminSvc.com

Powered by CommQuality