strategic partners
close with CONFIDENCE
Here are a few partners whom have closed deferred sales trust deals and we recommend you consider working with for your transaction.
Escrow
Susan Trujillo
Branch Manager/ Escrow Officer
Orange Coast Title Company of Northern California
Four Main Street Suite 40 | Los Altos, CA 94022
Phone: 650-946-2182 | Fax: 650-946-2984 Office
Email: susant@octitle.com • Web: www.octitle.com
1031 Intermediary
Exchange Coordinator
Fax 877.703.1031
445 Broad Hollow Road, Suite 25
Melville, NY 11747
Faith@Legal1031.com
WWW.legal1031.com
if you don’t already have a FINAncial Advisor, realtor or business broker here are our RECOMMENDATIONS
Financial Advisor
Robert Binkele
C/O Kari Smith
Operations Manager | Estate Planning Team
P: 760-779-5339
F: 760-779-5338
45110 Club Drive | Suite B
Indian Wells, CA 92210
Business Brokers
Contact us for a local list of strategic partners.
Commercial Real Estate Brokers
Contact us for a local list of strategic partners.
Realtors
Contact us for a local list of strategic partners.
Want to bring your own Financial Advisor?
Please have them contact us at info@capitalgainstaxsolutions.com and we can get them signed up.
Here are the professionals INVOLVED in every Deferred Sales Trust transaction. Each Group is INDEPENDENT Company and COLLECTIVELY works as a team to execute each DST
Todd A. Campbell
Founder of Campbell Law Firm, CPA & Tax Attorney & Deferred Sales Trust Creator
Robert Binkele
Founder & CEO of Estate Planning Team | Financial Advisor; Forbes Finance Council
Brett P. Swarts
Founder Capital Gains Tax Solutions: Trustee
outside legal & CPA
Here are a few 3rd party outside legal teams who can help provide additional legal insight and opinion on the deferred sales trust. Campbell Law does all the tax and Legal Structure, however, should you want second set of eyes with attorney’s outside of Campbell Law we recommend the below contacts.
Henry “Hank” Massey counsels family-owned and other closely-held businesses on mergers and acquisitions, succession planning and day-to-day legal issues. He also assists investment advisers and broker-dealers, and aids with the formation and operation of investment funds. In addition, he represents emerging companies with their organization and capital raising. Hank’s broad experience with issues faced by business owners allows him to give practical advice and effectively work as a “quarterback,” coordinating Day Pitney’s legal resources and experience, as needed, to help clients achieve their goals. Hank is co-chair of Day Pitney’s Investment Management and Private Funds service group, and chair of Day Pitney’s Entrepreneurs and Emerging Companies service group.
John A Harbin: A noted author and lecturer, John has written and updated textbooks on areas of taxation and has designed seminars for accounting professionals. He has also successfully litigated matters for clients in Federal Tax, District and Bankruptcy Courts as well as before the State of California Administrative Appeals Board and is former Chair of the Los Angeles County Taxation Section Executive Committee.
John A. Harbin began his professional career as a Revenue Agent and International Examiner with the Internal Revenue Service performing audits of high net worth individuals and motion picture production companies. From there, he acted as a Tax Accountant with the major national CPA firm of Ernst & Young, before transitioning to the law.
BOOK A CALL NOW
