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Do Your Clients Struggle With Capital Gains Tax and Depreciation Recapture When Selling Their CRE?

Are they tired of the 45 and 180 sprint?

Want a backup plan for a failed 1031 exchange?

Fully Depreciated and losing out of rental income write off?

Only want to sell if they have their upleg lined up?

Are their heirs facing 40% death tax since their total net worth is greater than $11M single or $22M married and assets are still in taxable estate?

The Deferred Sales Trust strategy is the tool to help you solve all of the above & help you:

Win more listings

Save a failed 1031 exchange

Earn a higher commission

Overcome tax objections

Help clients net more

Eliminate the need for a 1031

What are capital gains tax or 1031 objections costing you?

How many sellers's would consider listing with you if they knew you had a proven backup plan for a failed 1031 exchange? How many clients are selling their business or commercial real estate and paying the capital gains tax, when they could be investing these funds into a larger commercial real estate deal with you at their own timing? Imagine not knowing about a 1031 exchange; how many listing would you lose? If you don't know about the deferred sales trust, you are losing money. CHANGE THAT STORY TODAY!

EPT Members and DST's closed by professionals at businesses just like yours


Help your clients defer their tax and grow your sales


How the Deferred Sales Trust and the Estate Planning Team transforms your marketing


Most CRE Brokers have clients who struggle with capital gains tax when they sell their business or commercial real estate. We use a Deferred Sales Trust to help their clients gain tax deferral, liquidity, and diversification with their funds. This empowers CRE Real Brokers to add massive amounts of value and grow their business. 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 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 increase your business income sign up for a no-cost webinar.

If you would like to join the Estate Planning Team, please email us at [email protected] for step by step instructions to join. The is a membership group of over 1,100 professionals across the US. No cost to join. 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 Facebook group. Join now and start growing your business today!

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