Capital Gains Tax Solutions

Financial ServicesFlorida, United States2-10 Employees

Most business and real estate owners get hammered with 30-50% in capital gains tax when they sell their assets. We train financial advisors, business brokers, CRE Operators, Luxury Realtors, CRE Brokers to use a deferred sales trust to help them create a wealth plan to achieve tax deferral, freedom, liquidity and diversification with their funds so they stop feeling trapped by the 1031 exchange, frustrated with their wealth depleting and so they can create and preserve more wealth.  This empowers business professionals to add value and grow their business. 

For the business owner selling their asset: provide a tax-deferred wealth plan and help them save and defer 30-50% of their gain. 

For the highly appreciated primary homeowner selling their home: provide a tax-deferred wealth plan to eliminate the need for the 121 exclusion and help them save and defer 30-37% of their gain.  

For the CRE client: Help your clients to stop chasing overpriced 1031 upleg properties and instead purchase CRE properties at their own timing (all Tax Deferred) by equipping yourself with the deferred sales trust.

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