For those who are thinking that, I want to remind you that I'm not a CPA either and as business professional like you our platforms, our service, and our proposals are just that....proposals for ideas for each client to choose from. The "Brain Surgeons", as I call them are the CPA and Law firm who provides the execution of the Deferred Sales Trust. They've never lost a IRS audit (over a dozen so far), have an IRS Private Letter Ruling and have a 25+ year track record with thousands of closed cases.
By positioning yourself as not a tax expert and learning how to tell tax deferred strategy stories in a way that gets people to move, you are able to guide people through your service, giving them the results they are looking for.
My goal is to make sure that you'll understand
what could be your best option to help your client defer their capital gains for their highly appreciated assets
. How it can help you or your clients escape feeling trapped with the strict 1031 guidelines in buying and selling CRE, a business, a primary home or other highly appreciated assets.
I want to give you the option to be like William Wallace who for the sake of Freedom can give your clients a transformational exit plan
vs a transactional stay in their primary home, not be able to retire from their business, stay in debt, in toilets, trash, liability, 1031 forced overpaying plan.
I want to show you EXACTLY what worked for me and my clients and how they SAVED 30-50% of their gain on the sale of their assets.
In fact, I’ll even turn a camera on myself, and walk you through a step by step process and guide you through this.
….because I know you need it too!
If not you, maybe someone you know or even someone close to you.