Defer Tax-Preserve Wealth
Sell High- Buy Low- Create Wealth
Diversify- Protect Wealth
Do Your Clients Struggle With Capital Gains Tax and Depreciation Recapture When Selling Their Assets?
Selling their primary residence and the $250,000 or $500,000 exception is not enough to offset their capital gains tax?
Relucatant to sell their commerical real estate because they have no 1031 lined up?
Do they want to trade their CRE or large home, toilets, trash, management and liability for time, travel, liquidity, diversification and retirement?
Selling their business and want to defer their capital gains tax instead of paying it to Uncle Sam?
Want to move their assets outside of their taxable estate and the $11M or $22M exemption is not enough to offset the 40% estate tax?
Tired of chasing overpriced 1031 CRE? Want to sell high and buy at their own timing with a new depreciation schedule all tax-deferred?
Capital Gains Tax Solutions & The Deferred Sales Trust Works for Legal and Financial Service Professionals
Estate Planning Attorneys
A marketing strategy which separates you from your competition to help grow your sales funnel and close more deals!
Eliminate the need for a 1031 exchange or the $250K -$500K Primary Home Exclusion Objection.
LEARN A TAX LAW THAT SELLS
Stop chasing prospects and instead attract high end listings by becoming a capital gains tax ninja.
BECOME A HIGH-END LISTING MAGNET
You’ll have a proven value add strategy to explode all of your marketing material to attract high net worth clients.
What Makes the Deferred Sales Trust and Capital Gains Tax Solutions So Different?
We give you THE TOOL to add the most amount of massive value to your clients! Why? Because everyday high net worth business owners, primary homeowners and commercial real estate owners pay hundreds of thousands to millions of dollars in capital gains tax, when they don’t have to. Like you, we are frustrated with our clients feeling pressured or trapped by capital gains tax where they cannot afford to sell their primary home, business, commercial real estate or must complete a like-kind 1031 exchange (45-day and 180-day sprint) in order to save from paying the tax! We use to be tired of not having a solution to these challenges. You and your clients don’t have to feel trapped. We have a tax strategy that can take care of that for you. In fact, we usually get people in a better position to grow their business by helping their clients create and preserve more wealth.
How does the Deferred Sales Trust and the Estate Planning Team transform your marketing? In today’s challenging and competitive marketplace, professionals are looking for innovative ways to earn business.
How do you prospect for new clients and earn new business from your existing clients?
How do you set yourself apart from the competition and position yourself as the knowledgeable professional in your industry?
The American Bankers Association estimates that over the next 20 years approximately $17 trillion dollars will exchange hands as one generation hands over its wealth to another.
How do you tap into this wealth transfer?
Much of this wealth transfer will be highly appreciated real estate (including primary homes) and the sale of businesses, which creates capital gains tax exposure when sold.
How do you turn this challenge into an opportunity?
The Estate Planning Team (EPT), is a membership organization with a turn-key marketing plan and the support of tax and legal professionals to help you tap into this wealth transfer by providing your clients with capital gains tax and estate planning (probate avoidance) solutions. When you join Estate Planning Team you can offer your clients the Deferred Sales Trust™ (DST), a strategy to defer capital gains tax on the sale of highly appreciated property. With additional planning, the DST can reduce or eliminate estate tax (death tax).
The ability to defer capital gains taxes over an extended period of time is an obvious benefit to your client, but how does it help you grow your business? All members of EPT receive their own personalized lead generation website(s), a turn-key marketing plan with step-by-step instructions on how to earn valuable referral business, a guide to conducting an effective seminar and how to attract capital gains taxed challenged individuals by becoming a capital gains tax expert. When the business professional gets better everyone around them gets better. You get better by adding more value today to your clients than you did yesterday. Add more value to your business today by joining us and start your journey to becoming a capital gains tax expert.
To learn more about the mechanics of the Deferred Sales Trust™ and how the DST can help you grow your business; sign up for a no-cost webinar or call us at 916.886.2986.
If you are ready to join us (no cost to join) now along with our membership group of over 1,100 professionals across the US, please let us know and we will send you a sign up link. Please make sure to use Capital Gains Tax Solutions partner code: taxsolutions to ensure you are partnered together with Capital Gains Tax Solutions for future deals and are invited to join the private closed Deferred Sales Trust Professionals Facebook group page. Join now and start growing your business today!
Recent Educational Seminars at brands such as:
With the Seminar, You’ll Get These Bonuses:
Step by Step of how the Deferred Sales Trust Works
Step by Step on how to market the Deferred Sales Trust
Access to Join Private DST Professional Community