Preserve Wealth. Gain Opportunity.

Join our network to defer your clients’ capital gains taxes, while growing your business.

Defer Your Clients’ Capital Gains Taxes

For more than 25 years, Estate Planning Team has been helping sellers benefit from the Deferred Sales Trust, a strategy that enables your clients to defer capital gains tax on the sale of highly appreciated assets.

If you have a client that’s reluctant to sell almost any type of asset due to the capital gains tax liability, we’d be happy to help. Join today to generate more business while delivering value to your clients through this powerful strategy.

Join Now

Are you ready to turn challenges into opportunity?

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. Without innovation, how can you tap into this wealth transfer? Failure to innovate can lead to:

Inability to prospect for new clients

Lost business to competition

Decreased revenue from existing clients

Missed sales opportunities

Stagnate or stalled revenue

Weakened industry position

Learn how your profession can benefit from the Deferred Sales Trust.

Financial Advisors

Insurance Professionals

Real Estate Professionals

CPAs & Tax Professionals

Attorneys

Title Reps

Mortgage Lenders

Qualified Intermediaries

Trustees

Tax Attorneys

Gain opportunity and grow your business today.

We are a membership group of legal and financial service professionals who help professionals like you preserve your client’s wealth and protect their estates. Our unique expertise will help you develop strategies aimed at deferring taxes and growing your client’s portfolios while minimizing risk.

EPT members receive:

Customized turnkey marketing materials

Personalized lead generation website

Web-based tracking system

The support of tax and legal professionals

Client PowerPoint presentations

Professional partners and referrals

"Joining the Estate Planning Team and incorporating the Deferred Sales Trust into my financial advisory practice has transformed my business and fast tracked it to a level that I could not have imagined as an independent producer. EPT's unique marketing support and offerings have enabled me to find bigger prospects and have a ton of success establishing long term successful relationships."