WHO WE HELP
CPAs & Tax Professionals
Client Focused Tax Solutions
Estate Planning Team (EPT) offers CPAs and tax professionals an extraordinary opportunity to diversify their services, and generate more business from clients and prospects.
When you join EPT, you’re able to offer your clients the Deferred Sales Trust (DST) to help them defer all of their capital gains and depreciation recapture taxes on the sale of their asset, and potentially earn on the money that would have otherwise been immediately paid in taxes.
The installment sales contract (“note”) given to a Seller from the sale of the asset to the DST has income producing potential, and thus tax planning and tax return preparation opportunities are presented to tax professionals with every DST case that closes.
There’s no better way to separate yourself from the competition, while generating more business.
To succeed in today’s competitive business world, CPAs need to find new ways to generate business and recurring income for their practices. As a trusted tax professional you’re on the front lines of the returns and can see firsthand how many people would benefit from capital gains tax deferral.
The Deferred Sales Trust (DST) can help your clients defer ALL of their capital gains and earn on the money that would have otherwise gone to Uncle Sam. With the Deferred Sales Trust, you can lead clients to a strategy that provides sellers with a solution to defer taxes, while earning an income stream.
By becoming an EPT member and offering the DST to your clients…
- You can form marketing partnerships and networking connections with financial advisors, trustees, real estate professionals and attorneys.
- You can potentially earn reoccurring solicitor fees from the investment of the DST assets (if your state allows it).
- You’ll have the opportunity to build stronger relationships with your clients by providing the solution they’ve been looking for.
- You’ll earn more referrals as you separate yourself from all competitors.
Becoming an EPT member is easy.
We provide a seamless onboarding process with instructions, training, and all the marketing and educational materials you’ll need.
The cost is only $40/month plus a $50 one-time setup charge, and you can cancel anytime. Discover how the DST can grow your business by joining today.
Plus, EPT members receive:
- A personalized website to help you generate leads.
- The DST sales guide, marketing guide, and a multitude of resources that make it easy for you to promote the DST.
- Assistance of pension planning experts, advisors, and attorneys to implement estate and tax planning strategies.
- The opportunity to establish mutually beneficial relationships with financial advisors, attorneys, real estate agents, and other professionals who will want to refer their high-net-worth clients to you.