Barry Kamison
Investment Advisor Representative
Metrokas-Kamison Associates
c
(215) 802-0653
With more than 30 years in the financial industry. What drives him is helping those that have worked so hard their entire lives to enjoy the only retirement they are going to have. Barry prides himself in his ability listen and find the best products & solutions to meet the needs & objectives that are unique to each situation. “Everyone is different, every situation is different, so every solution has to be different.”
Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains taxes that so many investors experience when they sell their assets? The answer may lie in the Deferred Sales Trust.
For a FREE tax savings analysis, please complete the form below. A member of Estate Planning Team will contact you to discuss the results and answer any questions you may have.
Request for Analysis
Upon completion of this questionnaire, Estate Planning Team will analyze the information and will follow up with you to discuss potential next steps. We’ll be happy to provide a free illustration that clarifies the tax-deferral benefits that the Deferred Sales Trust can provide for your specific transaction.
Estate Planning Team is committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal tax-saving illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions at all, please don’t hesitate to call us. We’re always here to help.
"*" indicates required fields