Why haven’t I been told about Tax Deferrals?

My clients are befuddled when they learn that there are tax deferral strategies that go beyond 1031 exchanges.  There are invaluable strategies for people who want to downsize, and have income without the stress of investment real estate management.  People haven’t heard about these opportunities because real estate professionals do not give tax advice, and CPAs are not trained in tax deferral strategies.  That is why I work with a Tax Deferral Consultant.

Tax Deferral Consultants use legal structures to defer or eliminate capital gains against the sale of personal property, investment property, businesses and even primary residences.

Cash Out Strategies, Downsizing, Legacy, and Estate Planning Strategies can all be tailored to meet specific needs to achieve someone’s particular goals.  I’m so grateful that I have found an invaluable consultant that I can share with my neighbors, clients and friends.  Please let me know if I can share this information with you, or help you with any real estate needs you may have.