Preserve Wealth. Gain Opportunity.
Join our network to defer your clients’ capital gains taxes, while growing your business.
Join NowDefer 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.
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.
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.